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Rachael Camargo

Rachael Camargo

Index, Investment & Wealth Management | Equity, Fixed Income, Multi-Asset, Alternatives | Sustainability, Environmental Social Governance (ESG), Climate

New York City Metropolitan Area

As an investment management executive, I am dedicated to helping clients thrive in reaching their financial goals. My success is transforming and building businesses by delivering profitable product solutions across multi-asset, fixed income, equity, alternatives, and sustainable strategies.

I hold a seat at the table alongside Chief Investment Officers (CIO), portfolio managers, and traders possessing a deep understanding of capital markets. As a licensed professional and CFA Level II candidate, I am the face and voice of several investment teams positioning complex strategies with transparency, credibility and integrity.

Core Competencies
• Client Portfolio Manager
• Investment Strategist
• Capital Markets
• Financial Services
• Asset Allocation
• Fixed Income | Equities | Multi-Asset | Alternatives
• Product Management, Development & Governance
• Sales | Revenue Generation
• Leadership
• Business Development
• Strategic Planning | Collaboration
• Relationship Management
• Client Engagement
• People Management
• Media Trained Public Speaker
• Published Author
• Marketing & Communications
• Client Proposals & Request for Proposal (RFP)
• Manager Selection | Due Diligence | Open Architecture
• Indexes | ETFs | Institutional Accounts | Mutual Funds | Separately Managed Accounts | Direct Indexing

Sustainability
• ESG | Climate Change
• Responsible & Impact Investing
• Environmental Policy

Professional Development
• CFA Level II Candidate
• FINRA Series 7
• FINRA Series 66

Clientele/Platforms
Asset Owners | Asset Managers | Institutional | Defined Benefit | Defined Contribution | Consultants | Board of Directors | Pension Funds | Private Banking | Wealth Management | High Net Worth | Foundations | Endowments | Next Generation | Intermediaries | Retail | Wirehouses | Broker-Dealers | Financial Advisors

Highlights
• Proven ability to build trusted partnerships with high client satisfaction
• Successful track record of providing advice and driving asset growth across varying market cycles
• Consistently generated highest investment revenue
• Raised over $1B+ annually in sales over several years
• Polished and media trained public speaker with powerful written communication skills
• Recognized in Citywire’s “Top 30: The First 15 Offshore Gatekeepers and Power Players Revealed”
• Client engagement and strategic partnerships with Asset Managers and Asset Owners
• Delegated ambassador for the Climate Business Council, Global and US Sustainability Forums
• Impact Committee Member of the Financial Women’s Association


Experience:

  • Equity Portfolio Specialist (ING)
  • Marketing Manager (Various) (ING)
  • Senior Vice President | Head of Discretionary Products & Mutual Funds | Sustainability Leader (HSBC)
  • Executive Director | Americas Index Products (MSCI Inc.)
  • Assistant Vice President | Multi-Asset Strategies & Solutions Portfolio Specialist (ING)
  • Vice President | Senior Fixed Income Portfolio Specialist (Voya Investment Management)

Skills:

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