Profile Summary
Results-driven portfolio manager with 8+ years of experience in global equity and fixed income, specializing in alpha generation, risk-adjusted performance, and capital preservation. Adept at building diversified portfolios, conducting rigorous quantitative analysis, and communicating insights to stakeholders.
Experience
Allied Asset Management — Portfolio Manager
Jan 2019 – Present • New York, NY
- Managed a USD 5B multi-asset portfolio with annualized returns exceeding benchmark by 120 bps.
- Led implementation of factor-based strategies and ESG integration, reducing drawdown during market stress.
- Built risk framework using VAR, CVaR and scenario analysis; improved risk-adjusted performance (Sharpe ratio) by 0.4.
Zenith Capital Partners — Associate Portfolio Manager
Mar 2014 – Dec 2018 • London, UK
- Supported global equity and fixed income allocations; contributed to a 9% annualized return over 4 years.
- Developed data-driven dashboards for performance attribution and risk monitoring.
Skills
- Portfolio Construction
- Asset Allocation
- Risk Management (VAR, CVaR)
- Performance Attribution
- Quantitative Analysis (Python, SQL)
- Bloomberg Terminal, Excel (VBA)
- Financial Modeling
Certifications
- CFA Level II Candidate
- FRM Level I
Education
MBA in Finance, Columbia Business School, 2016
Bachelor of Science in Economics, University of Melbourne, 2012