Senior Quantitative Portfolio Manager
Current
Dec 2024 - Present
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Luke Smith Email & Phone Number
Tax-Aware Portfolio Manager Specializing in Long/Short Strategies
at
Invesco US
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✓ Verified May 2026
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Current company
Role
Tax-Aware Portfolio Manager Specializing in Long/Short Strategies
Location
Jersey City, New Jersey, United States
Company size
Who is Luke Smith? Overview
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Quick answer
Luke Smith is listed as Tax-Aware Portfolio Manager Specializing in Long/Short Strategies at Invesco US, a company with 4764 employees, based in Jersey City, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Luke Smith.
Luke Smith previously worked as Senior Quantitative Portfolio Manager at Invesco Us and Partner at Alphaworks. Luke Smith holds Ms, Finance from Boston College - Wallace E. Carroll Graduate School Of Management.
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Invesco US
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Profile bio
About Luke Smith
Successfully managing tax-aware long/short portfolios since 2013.Everything a custom portfolio can do, a custom long/short portfolio can do better.
Listed skills include S Plus, Equity Valuation, Optimization, Regression, and 10 others.
Current workplace
Luke Smith's current company
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8 roles · 43 years
Luke Smith work experience
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Partner
Tax-Aware Portfolio Management, Long-Only and Long/Short, Active and PassiveDirect IndexingCustom PortfoliosShadow BenchmarkingStrategy Simulation/Backtesting as a ServiceTax Alpha Estimation: https://www.shadowbenchmark.com
Jun 2021 - Nov 2024
Partner / Co-Founder
Alloy Investments
Tax-Aware Market-Neutral Hedge Fund Manager
Oct 2013 - Dec 2020
Portfolio Manager
New York Life Investments
Manager of 4-person global equity investment team responsible for $275 million in Europe, Asia, and U.S. market-neutral strategies and $100 million in EAFE long-only and 130/30 strategies.
Dec 2005 - Jan 2010
Senior Quantitative Portfolio Manager
Architect and lead developer of global equity quantitative investment process including alpha modeling, portfolio optimization, tools, analytics, and research. Co-managed long-short, market-neutral funds investing in Europe and Asia with assets in excess of $600 million.
May 2003 - Sep 2005
Quantitative Analyst
Lead member of Quantitative Equity Models Group responsible for factor research, diagnostics, and alpha modeling. Managed team of six analysts responsible for quantitative research and modeling infrastructure.
Dec 1999 - Apr 2003
Application Development Consultant
Designed and developed applications for customers in financial services, insurance, and retail industries using advanced statistical and optimization techniques to assist in making complex business decisions.
1992 - 1994
~2 yrs
Software Engineer
Member of 120-person team responsible for development and maintenance of Trident Submarine Command and Control Subsystem. Responsible for largest and most complex module in this real-time, time-critical system.
1983 - 1991
~8 yrs
2 education records
Luke Smith education
Ba, Summa Cum Laude, Mathematics
FAQ
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Quick answers generated from the profile data available on this page.
What company does Luke Smith work for?
Luke Smith works for Invesco US.
What is Luke Smith's role at Invesco US?
Luke Smith is listed as Tax-Aware Portfolio Manager Specializing in Long/Short Strategies at Invesco US.
Where is Luke Smith based?
Luke Smith is based in Jersey City, New Jersey, United States while working with Invesco US.
What companies has Luke Smith worked for?
Luke Smith has worked for Invesco Us, Alphaworks, Alloy Investments, New York Life Investments, and Gartmore.
How can I contact Luke Smith?
You can use AeroLeads to view verified contact signals for Luke Smith at Invesco US, including work email, phone, and LinkedIn data when available.
What schools did Luke Smith attend?
Luke Smith holds Ms, Finance from Boston College - Wallace E. Carroll Graduate School Of Management.
What skills is Luke Smith known for?
Luke Smith is listed with skills including S Plus, Equity Valuation, Optimization, Regression, Programming, C, R, and Equities.
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