New York, New York, United States
Accomplished investment leader and ethical decision maker with a proven track record of managing multi-billion-dollar investment portfolios. Excel at developing innovative and alpha generating multi-asset quantitative investment strategies. Leverage strong analytical skills to build quantitative research and portfolio management tools that drives excellent performance while effectively managing risks for diverse portfolios. Core Competencies: ▪️ Portfolio Construction ▪️ Investment Strategy ▪️ Risk Management ▪️ Performance Management ▪️ Stakeholder Engagement ▪️ Team Leadership ▪️ Quantitative Research ▪️ Trend and Data Analysis ▪️ Due Diligence & Governance
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Manage the design and execution of all aspects of the investment strategy, portfolio construction and overall business direction for DGV Solutions LP. • Oversaw growth of DGV Solutions LP from a start-up stage to an investment firm with stable revenues and profits: significantly grew the largest fund and separate account assets • Engage with client CIOs and Investment Committees to build relationships, review portfolio performance and establish an investment strategy that realizes returns aligned to objectives • Member of firm’s investment committee that develops and implements processes, policies and objectives that shape the investment strategy across multiple asset classes • Lead, develop and mentor the investment management team • Produce white papers, investment analysis and market commentary to clients to inform them on market trends, esoteric products and innovative investment strategies • Conduct due diligence to design models and portfolio management tools that monitor investment signals and market conditions to generate opportunistic trade ideas across global assets
Managed the construction of a large investment portfolio consisting of clients that included family funds, endowments, pension funds, healthcare systems, etc. • Designed and implemented new business initiatives that drove significant AUM growth • Oversaw the performance, training and development of a high performing investment team • Directed the manager selection process including the monitoring of performance against goals and evaluation of platform Investment Managers • Served as member of the internal investment committees that approved portfolio strategic asset allocations and manager implementations for client portfolios • Lead development and execution of portfolio review materials, client reporting and investment commentary disseminated to clients as well as the internal Goldman Sachs Asset Management team • Served as member of Goldman Sachs Asset Management Committee that developed and approved portfolio asset allocations, investment objectives and manager implementations for client portfolios • Engaged Partners and Directors to build the model for the newly formed Outsourced Chief Investment Officer (OCIO) offering; managed the entire global multi-asset portfolio
• Provided investment analysis and commentary on investment portfolios including performance attribution, portfolio positioning, and competitive analysis to internal and external audiences • Built and maintained models and pitchbooks based on Managing Director requests for new ideas