Joseph Stein

Joseph Stein Email and Phone Number

SVP, Director of Research | Natixis Investment Managers @ Natixis Investment Managers
boston, massachusetts, united states
Joseph Stein's Location
Greater Boston, United States
Joseph Stein's Contact Details
About Joseph Stein

Investment professional with 20 years of experience across multiple asset classes, including leadership in research, portfolio management, software development, and data analytics. Experience leading teams and working across functional roles to develop creative investment solutions and drive commercial success.

Joseph Stein's Current Company Details
Natixis Investment Managers

Natixis Investment Managers

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SVP, Director of Research | Natixis Investment Managers
boston, massachusetts, united states
Employees:
1463
Joseph Stein Work Experience Details
  • Natixis Investment Managers
    Svp, Director Of Research | Multi-Asset Solutions
    Natixis Investment Managers Jan 2020 - Present
    Greater Boston Area
    Lead team that develops and manages systematic multi-asset investment programs as part of firm's OCIO solutions program. Portfolio manager for multi-asset portfolios spanning equity, fixed, and liquid alternatives. Focus areas include asset allocation, manager allocation and diligence, risk management, and derivative overlays. Research a variety of topics ranging from portfolio construction, factor rotation, risk regime modelling, and machine learning.
  • State Street Global Markets
    Vp, Head Of Investible Index Development
    State Street Global Markets May 2016 - Jan 2020
    Cambridge, Ma
    Designed, implemented, and managed systematic investable indices across multiple asset classes, including equity, fixed-income, currencies, and alternatives. Developed investment strategies based on unique datasets and risk-regime metrics. Engaged in business development for index products, provided bespoke research for advisory clients, and built/scaled data and analytic products.Helped grow start-up business from $0 to $40M in institutional assets tracking our indices through partnerships with major index providers.
  • Gmo
    Senior Quantitative Researcher/Portfolio Manager, Global Equity
    Gmo 2008 - Mar 2016
    Greater Boston Area
    Developed and managed systematic global equity strategies for long-only, short-only, and long/short mandates. Researched and developed stock selection models based on fundamental, technical, quality, and alternative data, prepared thought leadership pieces, and presented at internal conferences.
  • Gmo
    Analyst, U.S. Quantitative Equity/Research & Portfolio Management
    Gmo 2003 - 2008
    Greater Boston Area
    Managed portfolio construction and rebalancing for all of firm’s US quality factor strategies (~$3B aum). Co-manager for US Small Value and US Small Growth strategies. Developed tools for strategy simulation, portfolio management, risk reporting, and attribution.
  • Putnam Investments
    Assistant Vice President, Investment Systems
    Putnam Investments 2000 - 2003
    Greater Boston Area
    Senior systems analyst for firm-wide equity portfolio construction and BARRA risk systems. Defined functionality requirements and managed software deployment and release cycles within Agile framework.
  • Lehman Brothers
    Systems Analyst, Fixed-Income Derivatives
    Lehman Brothers 1998 - 2000
    Greater New York City Area
    Developer for firm's fixed-income derivative trading platform, as well as for custom pricing and risk analytics for research and trading desks.

Joseph Stein Skills

Quantitative Analytics Financial Modeling Portfolio Management Equity Research Alternative Investments Hedge Funds Bloomberg Equity Valuation Financial Engineering Quantitative Finance Risk Arbitrage Tableau Equities Derivatives Fixed Income

Joseph Stein Education Details

Frequently Asked Questions about Joseph Stein

What company does Joseph Stein work for?

Joseph Stein works for Natixis Investment Managers

What is Joseph Stein's role at the current company?

Joseph Stein's current role is SVP, Director of Research | Natixis Investment Managers.

What is Joseph Stein's email address?

Joseph Stein's email address is jf****@****hoo.com

What is Joseph Stein's direct phone number?

Joseph Stein's direct phone number is +1 617-330*****

What schools did Joseph Stein attend?

Joseph Stein attended University Of Pennsylvania - The Wharton School, Cornell University, Wesleyan University.

What skills is Joseph Stein known for?

Joseph Stein has skills like Quantitative Analytics, Financial Modeling, Portfolio Management, Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation, Financial Engineering, Quantitative Finance, Risk Arbitrage, Tableau.

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