To obtain a rewarding position where my financial, mathematical, and technical backgrounds can be effectively utilized. Approximately seventy percent of those assets are held in the U.S. equity markets, with the remaining thirty percent held in the international equity markets.
Key sectors covered are technology, biotechnology, and retailing.
Make recommendations to Chief Investment Officer based on qualitative research and quantitative modeling. Recommendations are generated using proprietary quantitative stock models in conjunction with qualitative research. The trading system functions by signaling to the user any significant deviations a client s portfolio might have in relation to their chosen benchmark, and consequently maps out a detailed allocation strategy which would bring the portfolio into alignment. Assist the Director of Research in his primary responsibilities of client portfolio analysis, domestic equity research, and tier one development of proprietary quantitative equity models. The models evaluate stocks using objective measures of value, growth, momentum and risk with relative emphasis placed on those factors most sensitive to the prevailing economic and market conditions.