Nick Reece, Cfa Email & Phone Number

New York, Ny, Us

New York, Ny, Us

London, Gb

Menlo Park, Ca, Us

Joined the firm's Portfolio Management Group and serve as an investment officer and co-portfolio manager of a thematic multi-asset class fund (ETF). Core research responsibilities center around identifying and tracking the drivers of macroeconomic trends in inflation, interest rates, the labor market, and GDP growth and analyzing how those trends interact with and influence different financial markets across asset classes. Research work includes building valuation models for US interest rates, G10 currencies, gold, and equities, often developing innovative analytical frameworks. In addition to my fund management responsibilities, I selectively advise high-net-worth and UHNW private clients with a focus on top-down asset allocation, with sector and style factor tilts. Portfolio management duties include building mean-variance optimization models, efficient frontier models, risk-parity asset allocation models, and conducting portfolio performance analysis. Continue to drive thought-leadership through increased media engagement. Quantitative skills:♦ Regression analysis♦ Principle Component Analysis (PCA)♦ ARIMA ♦ Monte Carlo Simulation (including Markov-switching)♦ Econometric modeling

Menlo Park, Ca, Us

Lead firm-wide macroeconomic research. During this time, I became an expert in data visualization and launched a research report publication series covering the macro markets, business cycle, and the Federal Reserve, which I continue to write and produce. I also began co-hosting webinar presentations with the Chief Investment Officer (CIO). In addition to my increased research responsibilities, I trained and mentored junior analysts.

Menlo Park, Ca, Us

As the primary execution trader for a foreign currency denominated fixed income fund, I became experienced in trading bonds and G10 FX (spot and forward markets). Additionally, through my research responsibilities, I became deeply knowledgeable on G10 central banks/monetary policy. Research work was always in-depth primary research, always going to the source, reading the statements, speeches, and papers published by central banks. In response to a need created by regulatory changes, I built a custom database and dashboard to monitor portfolio exposures, concentration limits, and risk (e.g., volatility, beta, VaR, etc.).Bond trading experience includes: Treasuries, sovereign, supranational, and agency (SSA) bonds, covered bonds (mortgage-backed), and dim sum bonds, among others

Bachelor Of Arts - Ba, Economics

Master Of Science - Ms, Financial Engineering

Education record

Education record