Rob Menning, CFA

Rob Menning, BComm, CFA

Asset management · Technology · Vancouver

Asset management technology professional with over 25 years of experience designing, developing, and managing technology systems and leading teams in the institutional asset management industry.

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CFA Institute: CFA Charterholder badge CFA CharterholderCharter awarded 2000
Rob Menning

Where I add value

Investment knowledge, organizational leadership and hands-on technology, together.

Asset management

  • Risk management.
  • Portfolio management.
  • Performance measurement, attribution.
  • Derivative strategies.
  • Factor models.
  • Leverage measurement, analysis.
  • Compliance and trade order management.
  • Fund accounting process.

Organization

  • Stakeholder, executive engagement.
  • Recruiting and team building.
  • Team leadership and mentoring.
  • Technology governance.
  • Large project planning and management.
  • Inter-department collaboration.
  • Vendor relationships.
  • Budgeting and cost allocation.
  • Management of internal, client, and regulatory audits.
  • Business continuity planning.

Technology

  • Large scale production/trade critical system design and development, supporting geographically dispersed teams.
  • System integration, replacement.
  • Extensive experience with relational database management systems including database design, code optimization, ETL, scale management strategies.
  • Technology lifecycle management.
  • Change management.
  • Git repository and branching strategies; development lifecycle integration.
  • Established history of designing and producing high quality, long-service business/trade critical systems.

Mentoring. Active mentor with the UBC Sauder School of Business Finance Mentorship Program and RBC Women in Asset Management Program.

Technologies I work with

Databases

  • SQL Server
  • MySQL
  • SQLite

Languages

  • SQL
  • Python
  • JavaScript
  • PowerShell
  • Bash
  • MATLAB
  • PHP
  • C++

Frameworks & infrastructure

  • FastAPI
  • Dash
  • Node.js
  • Express
  • jQuery
  • ASP.NET
  • Apache
  • NGINX
  • Docker

Version control

  • Git
  • GitHub
  • SVN

Collaboration & delivery

  • Confluence
  • Jira
  • Jenkins
  • Lucidchart

Market data

  • Bloomberg Data License
  • FactSet
  • Datastream