Colton Barnes

Colton Barnes Email and Phone Number

Senior Investment Analyst at Parametric @ Parametric
seattle, washington, united states
Colton Barnes's Location
New York, New York, United States, United States
Colton Barnes's Contact Details

Colton Barnes work email

Colton Barnes personal email

n/a
About Colton Barnes

I was raised in the Seattle area and have travelled and studied in Italy and now Portugal. I have a creative analytical mind set with an attentive and organized personality. I learn very quickly and adjust to uncomfortable situations smoothly. I can produce accurate information efficiently alone and in team environments. After graduating from Western Washington University with a Bachelors of Arts in Financial Economics, I recently completed a Masters of Science in Finance and Banking at Nova School of Business and Economics in Lisbon, Portugal.My interests include investments, entrepreneurship, foreign exchange, traveling and experiencing cultures.While pursuing a MsF I passed the Level 1 CFA examination in December 2018 and now am a CFA Level 2 candidate for June 2020.

Colton Barnes's Current Company Details
Parametric

Parametric

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Senior Investment Analyst at Parametric
seattle, washington, united states
Website:
parametricportfolio.com
Employees:
610
Colton Barnes Work Experience Details
  • Parametric
    Associate Portfolio Manager
    Parametric Apr 2023 - Present
    New York, New York, United States
    Manage structured equity portfolios maximizing tax efficiency while tracking an index. Act as investment "engineer" — creating portfolios using optimization software to implement firm’s quantitative-based strategy. Continually measure performance, manage risk and control costs.
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  • Parametric
    Senior Investment Analyst
    Parametric Dec 2021 - Apr 2023
    New York, New York, United States
    -Construct hypothetical equity index portfolios fitting unique goals of prospective clients-Prepare ad hoc analysis for prospects and clients, including portfolio risk decomposition, index blend backtests, and other analytical sales proposals-Build scalability into team’s key business activities through process engineering and automation-Train junior analyst on key roles and job functions
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  • Parametric
    Portfolio Analyst, Investment Strategy
    Parametric Mar 2021 - Dec 2021
    Seattle, Washington, United States
    -Construct hypothetical equity index portfolios fitting unique goals of prospective clients-Prepare ad hoc analysis for prospects and clients, including portfolio risk decomposition, index blend backtests, and other analytical sales proposals-Build scalability into team’s key business activities through process engineering and automation
    View
  • Parametric
    Portfolio Administrator - Cost Reconciliation
    Parametric Feb 2020 - Mar 2021
    Seattle, Washington
    Work with large datasets in MS Excel and manage and organize datasets of 100,000+ rows of dataDaily problem-solving and research of variances, including working with custodians, third parties and internal parties to resolve issuesIdentification of areas to gain efficiency or capacity with automation of the reconciliation process
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  • Fidelity Investments
    Investment Center Intern
    Fidelity Investments Jun 2019 - Aug 2019
    Portland, Oregon Area
    Provide customer service support to clients who call or visit the branch in-person. Lead management and generation and preparation of presentations. Participate in sales assistant activities alongside financial professionals at all levels, offer key support in administrative tasks and supporting the overall goals of the Investor Center.
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  • Business Alliance, Inc.
    Support Services
    Business Alliance, Inc. Jun 2017 - Oct 2017
    Seattle, Washington
    Assisted in support needs for the franchise brokers and franchise companies.
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  • Vector Marketing
    Representative
    Vector Marketing May 2015 - Sep 2015
    Tacoma, Washington
    Sales associate and assistant management training for cutlery knives.
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  • State Senate Political Campaign
    Campaign Assistant
    State Senate Political Campaign Jan 2012 - Sep 2012
    Tacoma, Wa
    Assisted in the marketing and support needs for Washington State Senate campaign.

Colton Barnes Education Details

Frequently Asked Questions about Colton Barnes

What company does Colton Barnes work for?

Colton Barnes works for Parametric

What is Colton Barnes's role at the current company?

Colton Barnes's current role is Senior Investment Analyst at Parametric.

What is Colton Barnes's email address?

Colton Barnes's email address is cb****@****lio.com

What schools did Colton Barnes attend?

Colton Barnes attended Nova School Of Business And Economics, Western Washington University, Bellarmine Preparatory School.

Who are Colton Barnes's colleagues?

Colton Barnes's colleagues are Emily Whitney, Michael Lewton, Roy Belen, Stephen Griffin, Britt Barrineau, Mahesh Pritamani, Cfa, Raymond Hustead.

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