Actively managed all domestic long-only, 130/30, and market neutral equity strategies, funds, and model portfolios against S&P 500 and Russell 1000 benchmarks. Analyzed and monitored portfolios to find ways to improve the portfolio construction process, and ensure compliance with investment guidelines.
- Managed all equity strategies for two years, including market neutral and 130/30 strategies.
- Constructed all domestic long-only portfolios on an on-going basis, using Axioma optimization software, and proprietary SAS programs.
- Continuously monitored characteristics of my portfolios, and rebalanced as necessary to maintain risk exposures within investment guideline limits.
- Ensured low transaction costs when rebalancing portfolios and managing cash flows, by using trading platform algorithms, ECNs, and brokerage trading desks.