Experience

Geode Capital Management

• United States
• Investment Management
• 100 - 200 Employee

• Portfolio Manager

  • Oct 2016 - Present



State Street

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Active Emerging Markets Senior Implementation Portfolio Manager

  • Jun 2013 - Mar 2016

  • Implemented and replicated over 20 active emerging markets portfolios for SSgA’s Active Emerging Markets group while successfully keeping tracking inline with the model portfolio. • Submitted equity trades and managed the orders over the life of the trade monitoring exposures and risk and maintained compliance with guidelines• Experienced in using a wide variety of instruments including future contracts, currency forwards, swaps, and P Notes• Created reports using Tableau for the investment team to analyze Alpha scores and various factors/components in the Alpha process• Monitored daily cash flows and ensured that cash balances were always equitized appropriately• Analyzed monthly performance attribution to ensure accuracy for the client• Assisted in launching new products (including a Frontier Markets fund) and transitioning existing portfolios into new strategies with precision accuracy Show less

• Vice President - Global Implementation Portfolio Manager

  • Jun 2008 - Jun 2013

  • Part of a team of 8 which implemented and replicated over 100 active equity portfolios (nearly $90b in AUM) on a global scale for SSgA’s active quantitative, enhanced, and emerging market investment teams while successfully keeping tracking inline with the model portfolio• Submitted equity trades for all portfolio management orders and rebalances including long-only and long-short funds and ensured that compliance with guidelines were maintained. • Executed foreign exchange transactions and monitored risk during the trading cycle• Monitored daily cash flows and ensured that cash balances were equitized appropriately• Experienced with a wide range of investment vehicles such as Mutual Funds, separately managed funds, CTFs, ERISA funds, and fund of funds programs Show less



PanAgora Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Sep 2001 - May 2008

  • Implemented various global and domestic equity products including long only stock selection portfolios, long short portfolios, and 130/30 style portfolios • Implementation includes portfolio construction (optimizing and building the trade basket) and trading of the portfolios using various instruments including stocks, future contracts, and foreign exchange contracts• Ensured that all daily cash flows and cash balances were equitized appropriately• Accurately analyzed performance attribution and client reports• Collaborated with the sales and marketing team and client service group to ensure the highest level of client satisfaction Show less

• Senior Investment Associate

  • Sep 1997 - Aug 2001

  • Assisted portfolio managers in trading• Maintained internal accounting system• Settled trades and resolved issues with accounts• Produced performance numbers for accounts, reconciled accounting records to bank records on a monthly basis• Executed projects delegated by mangers