Portfolio Management & Risk Strategy
Robert
Perry
Morris
I turn data into strategy, chaos into control.
Buffalo, NY  ·  Banking  ·  14+ Years
Let's Connect
01 About
Name
Robert Perry Morris
Function
Portfolio Management
Employer
KeyBank
Prior
Citibank · 13 yrs
Focus
Risk · Treasury · Analytics
Location
Buffalo, NY

I spent 13 years at Citi doing the kind of work most people never see: building the infrastructure that keeps billion-dollar operations moving. From FX settlements to liquidity forecasting, equity derivatives to Treasury automation — I was the person who figured out how the pieces fit together and made sure they actually worked.

Now at KeyBank, I bring that same lens to portfolio management: finding the gaps, building the systems, and making sure the right people have the right information at the right time. I operate at the intersection of business and analytics, translating between the people who make decisions and the data that should inform them.

I'm not the loudest voice in the room.
I'm the one who built the deck
everyone's presenting from.
02 Skills
Regulatory & Risk
CCAR 52FR / 2052a LCR / NSFR ALCO Liquidity Risk P&L / Product Control
Markets & Operations
FX Settlements CLS Clearing SWIFT Nostro Funding Equity Derivatives
Tools & Technology
Power BI Tableau VBA SQL Excel / PowerQuery KNIME Generative AI Confluence Jira Salesforce
Strategic
Cash Forecasting Stress Testing Process Automation Cross-Functional Leadership Regulatory Reporting Stakeholder Management
03 Experience
2025
Present
Portfolio Management
KeyBank

Managing risk strategy, automation, and systems design across the commercial banking portfolio. Building the infrastructure and analytical frameworks the team relies on for decision-making.

Risk Strategy Salesforce Process Design Portfolio Analytics
2024
2025
VP, Non-Trading Market Risk Solutions
Citibank

Operated as Chief of Staff, driving cross-functional coordination across Treasury, Finance, Risk, and Tech. Spearheaded the Treasury Management Notebook in Confluence, integrated generative AI into business processes, and automated cash rebalancing in Ruby.

Treasury GenAI CCAR Confluence Cross-Functional
2021
2024
VP, Liquidity Management
Citibank

Key player in Citi's 2023 banking crisis response, surfacing real-time exposure data through custom dashboards. Led cash strategy across multiple entities, automated data pipelines, and authored the annual Funding & Liquidity Plan aligning capital strategy with international regulation.

LCR / NSFR Power BI Tableau CCAR / 2052a VBA
2019
2021
AVP, Equity Derivatives Product Control
Citibank

Managed daily P&L for complex derivative trades, overseeing a team of 6 during high-volatility periods including COVID-19 market swings. Designed dashboards using PowerBI, KNIME, and MicroStrategy for proactive issue identification.

P&L Derivatives KNIME Power BI
2012
2019
AVP, Foreign Exchange Trade Processing
Citibank

Progressed from Intermediate Analyst to AVP, leading Interbank and Corporate FX settlements teams (25 staff) managing high-value global flows across 250+ institutional clients. Drove process redesign cutting settlement errors and saving $1M+ annually.

FX CLS SWIFT Team Leadership
04 Leadership & Culture
🏳️‍🌈
Citi Buffalo Pride
Co-founded the employee resource group, now 300+ members strong.
🤖
AI Accelerator
Early adopter and advocate for integrating generative AI into banking workflows.
📊
25+ Workshops
Facilitated Excel macro automation training across Citi Buffalo operations.
🏢
Site Ambassador
Represented Citi's Buffalo campus, bridging local teams with enterprise leadership.
05 Connect
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Whether you're looking for someone who can untangle complex systems or just want to talk shop, I'd love to hear from you.
or send me a text directly →