Ethan Pride, Cfa, Phd Email & Phone Number

Providence, Rhode Island, Us

Boston, Us

Source and evaluate hedge fund and private credit managers using quantitative and fundamental approaches. Develop research infrastructure to enhance investment process for managing custom alternative portfolios (risk analysis, monitoring, performance attribution, cash flow modeling, stress testing, portfolio construction).

Boston, Ma, Us

Designed, implemented, and managed $6b+ public equity program, combining active manager allocation with customized tax-managed factor portfolios. Responsibilities included manager sourcing and due diligence, portfolio construction, monitoring, and risk analysis. Published market commentary, quarterly manager meeting notes, and portfolio reviews. Provided insight into equity program performance and positioning in client meetings. Co-designed ESG/Impact program to integrate sustainability into the firm’s investment processes and provide customized solutions for ESG-focused clients.

Paris, Fr, Fr

Quantitative research in support of equity portfolio management.Developed backtesting toolkits to evaluate market timing and alpha models, and used these to create proprietary quantitative indicators. Established process to identify equity portfolio exposures and monitor performance patterns. Created custom analytical tools for fundamental equity portfolio managers, and produced monthly “state of the market” reports highlighting quant insights.

Boston, Ma, Us

Developed a tax-sensitive asset allocation framework implemented in $14b product. Established extensive portfolio analysis reports to ensure better monitoring of risk exposures at the aggregate portfolio level. Evaluated portfolio construction methods using backtesting and Monte Carlo simulation, resulting in investment policy recommendations for major product launch.

Boston, Ma, Us

Conducted comprehensive analysis of mutual funds and ETFs: holdings-based risk decomposition and attribution, returns-based style analysis, and cluster analysis. Performed extensive backtests of factors predicting equity performance. Monitored and evaluated fundamental equity analyst reports to identify downside risk potential of all large cap US stocks. Supervised and trained research associates.

Boston, Ma, Us

Initiated and maintained research coverage of ETFs, leading to use of ETFs in client accounts. Recommended criteria for evaluating ETFs and published internal ETF newsletter. Supported coverage of active fund managers, communicating recommendations through research notes and presentations.

Ewing, Nj, Us

Designed and taught undergraduate courses. Conducted original research and published papers in peer-reviewed journals

Princeton, Nj, Us

Designed and taught undergraduate courses. Conducted original research and published papers in peer-reviewed journals

Phd

Ab, English

Bs, Biology, General