January 2020 - Jan 2023 Portfolio Manager – EM Equities Investments: Being a key member in the Emerging market working group participating in collegiate investment decisions and discussions as well as applied investment research. Performing investment orientated research projects in line with ...more

January 2020 - Jan 2023 Portfolio Manager – EM Equities Investments: Being a key member in the Emerging market working group participating in collegiate investment decisions and discussions as well as applied investment research. Performing investment orientated research projects in line with firm’s annual equity research agenda in close collaboration with the quant research team. Client Portfolio Manager – Equities Client relationship: Representing the firm’s active equity strategies to a range of clients, consultants and prospects globally. In close collaboration with relationship managers and sales to ensure good follow up of existing investors, researching potential new investment solutions for clients/prospects, providing portfolio analytics, presentations and participating in pitches and beauty contests. Driving the development of equity thought leadership publications and client-oriented research. Contributing to marketing materials and RFPs. October 2015 - December 2019 - Working with Deputy CIO – Equities to represent HSBC Global Asset Management’s Active Systematic equity strategies to internal and external clients. - Drive the growth of HSBC’s active systematic equity strategy with a focus on the institutional, wholesale, and the bank’s own proprietary channel. - Collaborating with quant research and product development teams for the ongoing development and championing of new product offerings. August 2010 - September 2015 - Working as a lead portfolio management analytics specialist to articulate to specialized and sophisticated clients the value and benefits of MSCI's equity investment solutions (Barra multi-factor model and optimiser, ESG, and factor indices) that most closely match their needs. - Bringing revenue opportunities to the conclusion through ownership of the technical aspect of the sales cycle including assisting clients with testing/trials, model validation exercises, & other pre-sales exercises that require significant effort and execution. - Collaborating and partnering with research, product development, and sales to develop new business and extend existing business lines. Working closely with asset owners and managers on applying quantitative techniques and models, coupled with specific market knowledge to portfolio construction and risk analysis. January 2005 - July 2010 Applying quantitative research to improve product design, asset allocation, and portfolio construction.less