Experience

Rayliant Global Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Mar 2023 - Present

  Research and Investment Management Research and Investment Management



University of Southern California

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor of Finance and Business Economics

  • Aug 2023 - Present



University of California, San Diego - Rady School of Management

• United States
• Higher Education
• 100 - 200 Employee

• University Lecturer in Finance

  • Mar 2018 - Present



California State University, Long Beach

• United States
• Higher Education
• 700 & Above Employee

• University Lecturer - College of Business

  • Jan 2022 - Present



Allianz Global Investors

• Financial Services
• 700 & Above Employee

• Associate Portfolio Manager

  • Aug 2021 - Dec 2022

• Vice President Senior Analyst

  • Aug 2018 - Jul 2021



Research Affiliates

• United States
• Investment Management
• 1 - 100 Employee

• Vice President of Equity Research

  • Jan 2015 - Aug 2018

  Constructed static and dynamic multi-factor strategies with factor timing insights.Contributed to Smart Beta product suite launch for single beta portfolios for developed and emerging markets.ESG investing research, portfolio construction and implementation experience. Exposure to sales and marketing strategies for ESG investment products.Alpha search and implementation. Technical and fundamental analysis along with factor and expected return modelling.Transaction cost modelling and analysis for active strategies. Show less

• Senior Researcher

  • May 2012 - Dec 2014

  Research and implementation of Low Volatility strategies for domestic and internationalmarkets.Constructing stock level performance scores such as; firm growth prospects, financial distress, disclosure and governance quality and fundamental valuation.Leading role in building Equity Income Strategies. Support to business strategy work and client facing aspects of these investment products.Alternative Indexation research. Performance analysis for beta-one, information ratio focused alternative passive strategies. Research and product design experience in Enhanced Indexation for Equities. Show less