Syl Y.

Syl Y. Email and Phone Number

Investment Advisory | AI | Sustainability | Uplift Investing @ Uplift Investing
Syl Y.'s Location
San Francisco Bay Area, United States, United States
Syl Y.'s Contact Details

Syl Y. work email

Syl Y. personal email

n/a
About Syl Y.

Entrepreneur | Financial ServicesSpecialties: Product Strategy & Financial Market

Syl Y.'s Current Company Details
Uplift Investing

Uplift Investing

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Investment Advisory | AI | Sustainability | Uplift Investing
Syl Y. Work Experience Details
  • Uplift Investing
    Founder
    Uplift Investing Oct 2017 - Present
    San Rafael, California, Us
    View
  • Intl Fcstone Financial Inc. (Formerly G.X. Clarke & Co)
    Managing Director, Product Strategy
    Intl Fcstone Financial Inc. (Formerly G.X. Clarke & Co) 2010 - 2017
    Product Strategy Development: Municipal Securities Business Integration, Asset Backed Securities Credit Analysis, Green/Impact Bond Sourcing, Portfolio Analytics and Enterprise Investment Risk Management
  • Ophedge Investment Services
    Strategic Analysis Manager, Cfo'S Office
    Ophedge Investment Services 2008 - 2010
    Us
    Developed corporate evaluation financial models, investor financial statements, and marketing materials to facilitate a merger and acquisition for this fund administrator with $35 billion of assets under administration, including assets from Soros Fund Management. Performed market research and competitive analysis to determine market opportunities. Developed pricing strategies to maximize profitability, grow market share, and sustain customer satisfaction. Advised senior leadership on key business decisions with projections and analysis of business initiatives.
    View
  • G.X. Clarke Co
    Consultant
    G.X. Clarke Co 2008 - 2008
    Advised management on implementation of Yield Book for risk oversight of fixed income portfolios.
  • Tribeca Global Management, Citi Alternative Investment
    Associate Vice President, Market Risk
    Tribeca Global Management, Citi Alternative Investment 2004 - 2007
    Managed risk oversight of trading strategies: to identify and mitigate risk for $2 billion multi-strategy hedge fund with equity, fixed income, foreign exchange, and derivative investments. Utilized variance analysis and scenario and stress testing to quantify fluctuations in fund performance. Negotiated risk limits and guidelines with Citi's risk managers. Completed research projects for the Risk Arbitrage group.
  • Sungard
    Consultant
    Sungard 2004 - 2004
    Wayne, Pa, Us
    Assigned to a project at Citigroup Alternative Investment
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  • Msci Inc.
    Analyst
    Msci Inc. 2001 - 2004
    New York, Ny, Us
    Advised mutual, pension, and endowment fund managers at large global firms on risk analysis, return attribution, and optimal portfolio allocation using the proprietary factor model methodology and applications to achieve customized investment objectives.
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Syl Y. Skills

Financial Modeling Portfolio Management Fixed Income Strategy Risk Management Equities Derivatives Analytics Investments Competitive Analysis Hedge Funds Trading Analysis Mergers And Acquisitions Investment Banking Alternative Investments Finance Financial Risk Product Management Business Development Project Management Pricing Forecasting Quantitative Analytics

Syl Y. Education Details

  • New York University - Stern School Of Business
    New York University - Stern School Of Business
    And Change Management
  • University Of California, Berkeley
    University Of California, Berkeley
    Economics And Statistics

Frequently Asked Questions about Syl Y.

What company does Syl Y. work for?

Syl Y. works for Uplift Investing

What is Syl Y.'s role at the current company?

Syl Y.'s current role is Investment Advisory | AI | Sustainability | Uplift Investing.

What is Syl Y.'s email address?

Syl Y.'s email address is sy****@****ing.com

What schools did Syl Y. attend?

Syl Y. attended New York University - Stern School Of Business, University Of California, Berkeley.

What are some of Syl Y.'s interests?

Syl Y. has interest in Economic Empowerment.

What skills is Syl Y. known for?

Syl Y. has skills like Financial Modeling, Portfolio Management, Fixed Income, Strategy, Risk Management, Equities, Derivatives, Analytics, Investments, Competitive Analysis, Hedge Funds, Trading.

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