Home Office: 415.459.7065        Cell: 415.518.1540        Home Fax: 415.459.3625
e-mail:  nerankin@comcast.net               website:  www.newlinrankin.com

Professional Synopsis
Portfolio Professional with 16 years of management experience. 11 years Fixed Income Portfolio Manager (MBS/ABS), 5 years Product Manager (1 years Fixed Income, 4 years Quant Equity).  Self-starter who enjoys a challenge.  Conceptual but pragmatic.  Consistently succeeded in assignments that demanded excellent strategic, planning, mathematical, communication & teamwork skills.  Extensive modeling background using scenario analysis, utility scoring, relative value & optimization.  Experience interfacing with all departments of an asset management “shop floor”; portfolio management, risk assessment, trade clearance, pricing, performance attribution, accounting, compliance, legal, marketing, client interaction.  Prominent communication skills, have delivered investment strategy presentations to consultants, Oversight Committees, DC & DB plans, Taft-Hartley boards, corporations, states, municipalities endowments, charities, family trusts.

Experience

City & County of San Francisco, San Francisco,  CA. 2007-present
Chief Investment Officer
- Run major American City Investment Department, managing $3.5 billion fixed income portfolio forfa City Treasury, Hospitals, College, Schools, International Airport, Port Authority, Transit, etc.
- Oversee department interaction with Broker/Dealers, banks, City Finance.
- Consult City finance department on debt issuance

Franklin-Templeton Investments, San Mateo,  CA. 2005-2007
Fixed Income Portfolio Manager
- Introduced risk/return attribute ranking process to structured instruments with embedded options (Hybrid ARMs, Floating CMO’s, Fixed CMO’s, CMBS), leading  to improved performance among  $17 billion in domestic MBS and ABS portfolios, upgraded from 2 to 3 Stars by Morningstar
- Created consistent system of quantifying, filtering and examining hundreds of bonds simultaneously with a fundamental overlay, allowing daily deep & broad valuations of complex markets
- Investigated new Reverse Mortgage product, met with key national market participants to expand the firm’s investment opportunity set.

Phoenix Investment Partners, Scotts Valley, CA. 2002-2005
Managing Director, Equity Portfolio Manager, Product Manager
- Championed institutional marketing business, presented strategy to consultants and investment oversight committees, winning $190mm with a 58% batting average on dollars bid
- Member of 3 PM team managing $2.1 billion in U.S. quantitative large-cap value and core equity portfolios.  Core portfolio ranked as #1 in information ratio among 550+ portfolios with tracking errors 1.5 to 4% for 15 years ending 12/04 according to PSN. 
- Managed “Request for Proposal” content based on 50 page “white paper” explaining entire 35 factor model/optimization process, maintained statistical database for client presentations to insure consistency of message.

American Century Investments, Inc., (originally Benham Capital Mgmt.) Mt. View, CA.  1994-2002
Vice President, Equity Portfolio Manager, Product Manager, 2001-2002
- Developed statistical proofs and led retention project, saving 21 of 21 clients representing approximately $2 billion in assets at risk, saving $14mm in potentially lost annual revenues
- Built and maintained portfolio attribution reports which aided portfolio process and improved competitive advantage with potential and current clients
- Acted as primary company data source for $10 billion in quantitatively managed equity portfolios, improving product information consistency at a time when message was poorly defined.

Vice President, Sr. Fixed Income Portfolio Manager, Product Manager, 2000-2001
- Chosen as first fixed income Product Manager, represented 40 professionals managing $17 billion in Lehman Aggregate sectors plus Hi-Yield & Munis, raising company awareness in the institutional market.
- Presented strategies at large client meetings throughout the US
- Wrote company’s first fixed income research “white paper” to formalize department philosophy and process, creating framework on which the institutional business could be built

Vice President, Sr. Fixed Income Portfolio Manager, 1994-1999
- Upgraded $1 billion+ ARM strategy from 3 to 4 stars by Morningstar
- Improved performance and liquidity while facing large redemptions and pressure to sell derivatives bought by previous manager
- Launched and co-managed $1 billion Stable Value/Synthetic “G.I.C." portfolio comprised of MBS, ABS, & CMBS, increasing revenues by $2 million.

Wells Fargo and Co., Treasury/Global Funding San Francisco, CA. 1991-1993
Ass’t. Vice President, Financial Analyst
- Co-managed with 2 staff members a $13 billion bank portfolio, ($3 billion in mortgage passthrus and $7 billion in CMO’s) during economically trying time for the Bank.  Responsible for trading, analysis,  cash-flow forecasting and government compliant record keeping, helped insure future viability of one of the largest banks in the U.S.
- Wrote 15 credit reports monthly concerning 60 companies in a $175mm Venture Capital portfolio for the Executive Committee, aiding in hold and sell decisions.
- Implemented over $800mm in interest rate swap, cap, and floor trades generating fees for Capital Markets group.

Sales Management, Various Companies, San Francisco, CA. (1978-1987)
- Nine years experience in sales and sales management, culminating in 5 years of selling very fine jewelry.

Education (1987-1990)
M.B.A.  12/90  Finance / International Finance, University of San Francisco, S.F., CA.
Graduated Beta Gamma Sigma, Top 5% of Class
B.S.  12/89  Decision Science, University of San Francisco, S.F., CA.
Progressed from sophomore status to M.B.A. in 3 years while working full time
  74-75, 76-78  Drumset Performance, Berklee College of Music, Boston, MA.
  75-76  English / Music, Bennington College, Bennington, VT.

Continuing Education
Executive Course, “Behavioral Finance”, Harvard University, 10/03
Matlabs, “Intro to Finance Module”, 6/07

Portfolio Management, Risk, & Attribution Software

Fixed Income: YieldBook, BondStudio, MBS Expert, Lehman Point, Bloomberg, Charles River, Tradeweb, CPRCDR.com, Excel
Equities:   Barra Aegis Portfolio Manager, Barra Performance Analyst, Barra Accountant, Factset Performance Analyst, Zephyr Style Advisor

Personal
Sports:   Golf, Bicycling, PADI Certified Scuba Diver
Music:    Drums (continuous study since 8), Guitar & Bass for 5 years

Community: Recently served for 7 years on a non-profit board, Treasurer from 2002-2004
                  Ordained Elder and Deacon in the Presbyterian Church, U.S.A.
Trustee:      Trustee to family trust, 18+ years experience with PM’s, Accountants & Attorneys