Portfolio Manager and Senior Research Analyst
Fostering meaningful connections with Canadian families in order to better understand their investment objectives is a unique opportunity, and one that I am proud to be undertaking at Grayhawk. By combining elegant technological solutions with customized financial services, my role satisfies a need for both sound values and forward-thinking innovation.
As Portfolio Manager & Senior Research Analyst, Markus Otema focuses on portfolio construction, implementation and strategy in addition to specialized investment research. Markus brings 15 years of international capital markets and asset management experience which he has gained through working in fixed income trading and portfolio management roles at financial institutions in New York City, London, Frankfurt, and Toronto. He was most recently a fixed income portfolio manager at a major Canadian bank, where he oversaw retail and institutional fixed income assets. Markus is a former partner at a Toronto-based alternative hedge fund where he specialized in credit and rates trading strategies. Prior to that, he traded European government bonds as a market maker in London at two major international banks. His diverse industry background is further complemented by previous roles in e-Trading technology and front office operational risk management. Markus obtained a Bachelor of Science degree in mathematics from the University of Toronto and is a Chartered Investment Manager.
Markus lives in Toronto with his wife and two young children.