Josh Shapiro, Cfa
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Josh Shapiro, Cfa Email & Phone Number

SVP, Asset Allocation Research Analyst at Voya Investment Management
Location: New York City Metropolitan Area, United States, United States 6 work roles 2 schools
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Current company
Voya Investment Management
Role
SVP, Asset Allocation Research Analyst
Location
New York City Metropolitan Area, United States, United States
Company size
1323 employees

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Josh Shapiro, Cfa is listed as SVP, Asset Allocation Research Analyst at Voya Investment Management, a company with 1323 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Josh Shapiro, Cfa.

Josh Shapiro, Cfa previously worked as VP, Asset Allocation Research Analyst at Voya Investment Management and Quantitative Strategist at Wisdomtree Asset Management. Josh Shapiro, Cfa holds B.A., Mathematics from Pomona College.

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Voya Investment Management

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Profile bio

About Josh Shapiro, Cfa

With over 12 years of experience in investment research, portfolio construction, and risk management, I specialize in developing and implementing strategic and tactical asset allocation strategies that enhance portfolio performance.Portfolio Excellence: Played a key role in long-term strategic asset allocation and glide path determinations for Voya's $42bn multi-asset portfolios, including target-date funds, contributing to top-quartile performance and improved lifecycle investing outcomes.Strategic Insights: Developed multi-asset risk frameworks and return models that informed tactical asset allocation decisions within a defined risk budget, significantly enhancing portfolio resilience and performance.Macro Expertise: Created advanced economic models and indicators that supported tactical investments and informed strategic positioning, contributing to the firm's overall investment strategy.Thought Leadership: Authored white papers and market commentaries on asset allocation strategies, establishing thought leadership and supporting business development efforts.Collaborative Leadership: Worked closely with CIOs and senior investors to align investment strategies and identify opportunities, influencing investment decisions for the firm's $330 billion in AUM.I'm passionate about merging quantitative analysis with macroeconomic insights to develop robust investment strategies. I welcome connections to discuss asset management, macro strategy, or quantitative research.

Current workplace

Josh Shapiro, Cfa's current company

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Voya Investment Management
Voya Investment Management
SVP, Asset Allocation Research Analyst
New York, NY, US
Website
voyainvestments.com
Employees
1323
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6 roles

Josh Shapiro, Cfa work experience

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Vp, Asset Allocation Research Analyst

Current
Voya Investment Management

New York, United States

  • Developed and implemented multi-asset class risk frameworks and alpha-generating return models, spearheading tactical asset allocation decisions within a defined risk budget.
  • Played a key role in long-term strategic asset allocation and glide path determinations for Voya's $42bn multi-asset portfolios, including target-date funds, contributing to top-quartile performance and improved.
  • Collaborated with CIOs and the Global Macro Investment Group to research economic trends, align investment strategies, and identify investment opportunities.
  • Co-authored white papers and market commentaries on asset allocation strategies, establishing thought leadership and supporting business development efforts.
Sep 2020 - Present

Quantitative Strategist

Wisdomtree Asset Management

New York, New York

  • Constructed fund-of-funds portfolios, selecting strategies and managers through quantitative and qualitative analysis, contributing to $1bn AUM growth.
  • Developed factor-based corporate and securitized credit strategies, leading to the launch of five ETFs with over $300mm in assets.
  • Optimized asset allocations across securitized credit sectors, launching the Mortgage Plus ETF (MTGP) with an annualized alpha of 20 bps since inception.
Oct 2017 - Sep 2020

Research Analyst

Oppenheimerfunds

Greater New York City Area

  • Supported Fixed Income portfolio managers in asset allocation decisions by delivering comprehensive risk and quantitative analyses, enhancing portfolio resilience with stress testing and relative value models.
  • Analyzed macroeconomic factor exposures, identifying sensitivities that informed investment decisions during the 2015 HY Energy default cycle.
  • Designed a systematic high-yield bond strategy using relative value and fundamental equity factors to identify attractive investment opportunities.
Apr 2014 - Sep 2017

Senior Quantitative Analyst

Intercontinentalexchange, Inc.
  • Led co-development of derivative risk models and margin frameworks, resulting in patented methodology now used by ICE Clear US
  • Engineered stress testing and scenario analysis tools for options portfolios, enhancing risk management capabilities.
Mar 2012 - Mar 2014

Intern

Itg

New York, United States

  • Leveraged advanced NLP algorithms to analyze and classify an unstructured dataset of 300 million anonymized credit card transactions, uncovering actionable insights for investment research.
Jun 2011 - Jul 2011
Team & coworkers

Colleagues at Voya Investment Management

Other employees you can reach at voyainvestments.com. View company contacts for 1323 employees →

AF Allie Floros Allie Floros Colleague at Voya Investment Management Greater Boston, United States View → KT Kristopher Trocki Kristopher Trocki Colleague at Voya Investment Management Scottsdale, Arizona, United States, United States View → DR Dan Ruether Dan Ruether Colleague at Voya Investment Management Atlanta, Georgia, United States, United States View → TM Tom Mcdonough Tom Mcdonough Colleague at Voya Investment Management New York City Metropolitan Area, United States View → CF Craig Foster Craig Foster Colleague at Voya Investment Management United States, United States View → JB Joseph Barnes Joseph Barnes Colleague at Voya Investment Management Athens, Georgia, United States, United States View → CK Courtney Kulcak Courtney Kulcak Colleague at Voya Investment Management Allen, Texas, United States, United States View → JK Jon Kaczka, Cfa Jon Kaczka, Cfa Colleague at Voya Investment Management New York, New York, United States, United States View → JD Joseph Dalimonte Joseph Dalimonte Colleague at Voya Investment Management Riverhead, New York, United States, United States View → FU Frank Useche Frank Useche Colleague at Voya Investment Management Poughkeepsie, New York, United States, United States View →
2 education records

Josh Shapiro, Cfa education

FAQ

Frequently asked questions about Josh Shapiro, Cfa

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What company does Josh Shapiro, Cfa work for?

Josh Shapiro, Cfa works for Voya Investment Management.

What is Josh Shapiro, Cfa's role at Voya Investment Management?

Josh Shapiro, Cfa is listed as SVP, Asset Allocation Research Analyst at Voya Investment Management.

Where is Josh Shapiro, Cfa based?

Josh Shapiro, Cfa is based in New York City Metropolitan Area, United States, United States while working with Voya Investment Management.

What companies has Josh Shapiro, Cfa worked for?

Josh Shapiro, Cfa has worked for Voya Investment Management, Wisdomtree Asset Management, Oppenheimerfunds, Intercontinentalexchange, Inc., and Itg.

Who are Josh Shapiro, Cfa's colleagues at Voya Investment Management?

Josh Shapiro, Cfa's colleagues at Voya Investment Management include Allie Floros, Kristopher Trocki, Dan Ruether, Tom Mcdonough, and Craig Foster.

How can I contact Josh Shapiro, Cfa?

You can use AeroLeads to view verified contact signals for Josh Shapiro, Cfa at Voya Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Josh Shapiro, Cfa attend?

Josh Shapiro, Cfa holds B.A., Mathematics from Pomona College.

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