Stanley Vuong, Cfa Email & Phone Number

Liverpool Street, England, GB

• Acted as a bridge between the firm’s Executive Committee, senior management, front office units, and Finance, Legal, HR, and Operations departments, managing multiple diverse projects simultaneously with minimal.
• Performed financial analysis, including collecting and transforming data, reviewing P&L, conducting market analysis, producing models, synthesizing conclusions, presenting recommendations, and communicating findings to.

New York, NY, US

• Managed portfolios for both qualified and nonqualified client accounts using equity funds to diversify appreciated legacy positions in tax-sensitive accounts where possible. Funds were evaluated after meeting with fund.
• Recommended both strategic and tactical adjustments to clients’ fixed income portfolios, with a focus on credit quality and duration. Further recommendations provided on suitability of municipal bonds, TIPS, floating.
• Developed a multi-asset portfolio allocation composed of ESG-oriented ETFs for nonqualified accounts that became extremely popular with clients, accounting for over 40% of all nonqualified client AUM in firm-created.
• Established policies for regular review of client accounts to minimize the effects of cash drag during rebalancing. In the process, also promoted higher tax efficiency by creating a report on expected distributions by.
• Created a report on 2023 macroeconomic and market outlook as a member of the investment committee with a focus on inflation and interest rates’ impact on the returns of different asset classes. Presented the report to.

Chicago, IL, US

• Collaborated with team members to design a securities recommendation system for fund managers, advisors, and retail investors, with a focus on being a complement to robo-advisors
• Worked on an algorithm to recommend sector-optimized completion portfolios based on pre-existing holdings compositions, modeled on the holdings of 300+ highly rated funds
• Compiled research for Markets Observers and analyst notes, including pieces on topics such as the impact of the MiFID II and EMIR regulations or the rise of electronic banking in China
• Utilized multiple approaches to the valuation process of considering firms’ economic moats, including both traditional valuation techniques and proprietary methodologies

Evanston, IL, US

• Developed the SSO (Systematic Social Observation) tool with Harvard researchers to analyze interactions between 3000+ teachers and students over two phases of intervention
• Utilized characteristics of school neighborhoods in nine American cities to predict impact variation of professional development programming
• Overhauled an underlying model framework to prevent potential statistical biases resulting from participatory censorship during data collection