Gene Balas, Cfa Email & Phone Number

Los Angeles, California, United States

Manage portfolios on a discretionary basis of large and mid cap common stocks on which I have performed extensive research as well as investment grade bonds. Combine bottom-up securities analysis with top-down sector outlooks to construct portfolios.Manage and maintain large-scale Excel analytics system for portfolio management, incorporating Bloomberg and.

Dallas/Fort Worth Area (partially remote)

Oversaw the $28 billion platform of Goldman Sachs Personal Financial Management to identify, manage, and mitigate potential sources of unintended risks to the client or to the firm by evaluating individual holdings and testing for client suitability. Created extensive Excel spreadsheet capabilities to examine 300,000 individual client positions in 35,000.

Dallas-Fort Worth Metroplex

Managed customized separate accounts of individual securities, including investment grade bonds and large cap stocks, on a discretionary basis at United Capital, acquired by Goldman Sachs in July 2019. Performed fundamental, bottom-up research on equities to create and maintain buy/sell lists. Analyzed top-down economic and market data to develop.

Dallas-Fort Worth Metroplex (remote)

Write articles covering monetary policy and the outlook for labor markets, consumer spending and business investment. Awarded “Editors’ Pick” for many articles, presenting my views on how human behavior and politics affect the economy.Explain complex topics in an easy-to-understand way to help readers understand the interplay of economics and investing..

Los Angeles, CA (remote)

Developed and launched a new series of multi-asset, multi-manager strategies, Global Macro Solutions, managing model portfolios based on macroeconomic and thematic drivers, while simultaneously writing for TheStreet.Forecast effects of big picture forces to make profitable active asset allocation decisions. Researched both broad and niche asset classes.

Los Angeles, CA (remote)

Wrote over one thousand columns on economics for TheStreet's Real Money paid-subscriber site, providing insights and outlooks to explain global economic developments to the general public. Researched economic reports and white papers, providing in-depth analysis while meeting tight publishing deadlines.Penned articles with original content exclusive to.

Encino, CA

Delivered an annualized performance advantage of more than 10 percentage points managing dozens of modeled strategies totaling $14 billion in assets in UMAs for high-net worth clients. Oversaw manager due diligence processes for all investment managers used as subadvisors across the platform. Proficient at analyzing economic data and thematic trends to.

New York, NY

Directed asset allocation services for the firm's Institutional Consulting Group, which oversees $350 billion in assets with an average account size of $130 million. Helped formulate the forward-looking, long-term capital market assumptions for risk, return and correlations of dozens of asset classes used in strategic asset allocation modeling and.

New York, New York, United States

Portfolio strategist heading manager due diligence efforts for a subsidiary of the firm, USI Retirement Services. Interviewed investment managers to identify potential sources of a repeatable performance advantage in the future. Assessed quantitative metrics and performed screens using Morningstar to identify new potential investment managers. Made.

Mba, Finance

Worked full time while pursuing MBA full time.

Bba, Finance

Attended on full National Merit Scholarship. Worked full time while attending school full time.