Charles Anselm CFA

Osyte is an AI enabled multi-asset investment, liquidity, and operations management platform that helps investors smartly plan their private market allocations and risk exposures with a total portfolio approach (public and private markets), forecast liquidity needs, and automate portfolio monitoring, rebalancing, trading, operations, cash and capital call management. Osyte was built by investors for investors.

Portfolio manager and implementation advisor for institutional investors & OCIO clients. Worked with pension funds, endowments, foundations and superannuation funds to implement total fund portfolio strategies such as dynamic asset allocation, liability hedging, currency hedging, manager transitions and rebalancing. Strategies were implemented across total client assets of over $50 Billion including OCIO assets under management. Directed client portfolio management efforts as the main representative of portfolio strategies and articulated the investment process value and outcomes to clients and their consultants. Collaborated with C-level executives at client organizations in developing options-based risk management and hedging solutions to manage total fund risk and limit asset draw down.

Managed over $8 billion in derivative investment assets across cash management, rebalancing, currency, liability and equity hedging strategies. Responsible for investment outcomes and deliverables for client accounts including portfolio management, trade order management and performance reporting. Provided strategic advice to clients on asset allocation / manager changes, and Investment Policy Statements for derivatives usage to implement their policy portfolio in the most cost effective and risk controlled manner.

Responsible for providing financial and competitive analysis to the CFO organization, highlighting key issues and trends used for determining the bank’s cost of capital, deposit growth and marketing strategy. Analyzed deposit growth for overall industry and top competitors. Performed competitive analysis and developed a deposits dashboard with top 10 market share, deposit portfolio trends, retail branch growth, and key economic indicators for national and regional markets, used for determining product marketing strategy and valuation of acquisition targets.

PROJECT MANAGER (2003 - 2004) Responsible for development and deployment of software for wireless telecommunication networks, which enabled mobile phone operations. Partnered with marketing, finance and design teams to identify customer requirements, create project budgets and develop appropriate solutions for large wireless service providers. SENIOR ENGINEER (2000 - 2003) Managed a team of four engineers to test the software for wireless networks prior to installation and customer rollout. Technical consultant for product development in Italy and delivered solutions to European wireless service providers. DESIGN ENGINEER (1998 - 2000) Developed software for communication and routing of wireless telephone calls, data and text across multiple mobile switching systems, location services and voice over internet protocols.