Belong to senior team managing $3 Billion Healthcare with due diligence emphasis on small, midcap biotechnology companies. Create multi-factor quant model ranking healthcare stocks with especially high performance in smid-cap biotechnology. Organize fundamental research in therapeutic targets, platform technologies and key near term clinical trial readouts. Direct quantitative research for funds including optimizer for portfolio trades, risk measurement and performance attribution across equity, options, and asset allocation. Private equity research to uncover high value early stage companies and combine with management meetings, outreach. Responsible for fundamental analyst ratings evaluation and feedback.

Associate portfolio manager, researcher on US small-cap long short fund based on holdings of best performing managers. Design, research and present a target volatility strategy to control risk and limit drawdown to win asset allocation clients as investment solution of choice. Provided thought leadership on strategies relevant to client porfolios, including securing adequate protection from tail risk, dynamic asset allocation methodologies and volatility trading with VIX futures. Researched a consistent and high performing equity reversal strategy based on principal cpmpenents analysis (PCA) but with far lower required turnover.

Participated, as a member of a two-person team, in conducting research and analysis to validate performance drivers and risk control posture taken by equity managers. Created risk assessment and attribution reports for all active equity strategies including an estimate of fund capacity or maximum Assets Under Management (AUM).

Supported research, trading, and performance measurement of asset allocation and currency teams. Designed client attribution reports with tactical and stock selection valued added of active management.

Managed trading and conducted research for a 3-person hedge fund with index forecasting models.

Prepared research and quantitative analysis as member of a team at global consulting firm with experts hired to advise policymakers, law firms and corporations.