Victoria Bills

Co-Founder & Chief Investment Strategist

2023

As Co-Founder & Chief Investment Strategist for Banrion Capital Management, Victoria leads platform efforts working directly with the CEO to develop and maintain the firm's investment models, conducts due diligence on private investment funds, serves as a liaison with Banríon’s OCIO clients, and assists with the team’s business development efforts.

Associate

2021 - 2022

Investment Analyst - Private Equity

2019 - 2021

Investor Relations, Client Service Associate

2016 - 2019

Global Investments Division Operations Intern

2016 - 2016

Worked in international office communicating and working with colleagues in Japanese and English. Created comprehensive document outlining different policies and regulations for ISDA contracts for individual custodians and counterparties for collateral checking. Completed budgeting document to measure percentage of time spent and money is placed into asset classes for strategy and potential reallocation of resources towards certain asset classes. Interviewed individuals in operations department to document individual Work SMART progress, and project management timelines for final project to look into increasing operational efficiency. Measured impact of negative interest rates on portfolio holdings in Japan, and created a budget to allocate for cost until end of the fiscal year.

Public Finance Intern, Investment Banking Division

2015 - 2015

Obtained knowledge of municipal bond market through research, and constructing of debt profiles. Completed personal research report comparing the political and economic environment of Puerto Rico in 2005 versus 2014. Researched for potential bond offerings through osteopathic schools, and medical hospital developers. Independent research on equity trading and stock trading in foreign markets.

BRIC (Babson, Russia, India, and China) Study Abroad

2014 - 2014

Accepted into a study abroad program, and will from August 2014 until November 2014 travel to Russia, India, and China to learn about different business practices globally from start-up companies, to Fortune 500 companies of the world. Will take courses in the histories of these different countries and how they effect current business practices, and well as work on consulting projects while in these countries.

Office of the President and Fund Administration Intern

2014 - 2014

Reported to President of Ariel Investments to look into potential institutional clients for the firm, while gaining insight into her philanthropy work outside of the company. Researched and presented ideas to Fund Administration and Marketing Team for increasing number of individual clients, and decreasing age gap between them. Lead philanthropic project for interns to host a financial capabilities summit for alumni and recent graduates of Ariel Community Academy. Collaborated with interns to research and present two valuations for a stock within deep-value portfolio.

Peer Career Ambassador

2013 - 2014

Selected for PCA program based off leadership skills and ability to assist peers on career related topics. Advise undergraduate students on resume writing, career development process, and internship search strategies. Collaborate with students leaders to organize events and present career topics. Present overview of career development services and resources, as well as guidelines around professionalism, and resume writing.

Marketing Intern

2013 - 2013

Gathered information on New Jersey and New York competitors in wealth management industry. Researched potentiality of bringing junior level associates in various industries as clients. Suggested managerial, and company changes and strategies to improve performance. Gained skills and working knowledge on wealth management tactics and finance.