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I am a multifaceted investments professional focused on using technology to enhance investment analytics within complex organizations. My experience spans investment performance measurement, risk analytics, portfolio construction, and data visualization across sovereign wealth funds, global asset managers and research houses. I am passionate about translating complex data into actionable decisions, leveraging tools like Bloomberg, FactSet, Python, SQL, and Excel to drive better investment outcomes. I thrive in collaborative environments and continuously seek opportunities to learn and apply new techniques in performance attribution, risk management, and manager research.…I am a multifaceted investments professional focused on using technology to enhance investment analytics within complex organizations. My experience spans investment performance measurement, risk analytics, portfolio construction, and data visualization across sovereign wealth funds, global asset managers and research houses. I am passionate about translating complex data into actionable decisions, leveraging tools like Bloomberg, FactSet, Python, SQL, and Excel to drive better investment outcomes. I thrive in collaborative environments and continuously seek opportunities to learn and apply new techniques in performance attribution, risk management, and manager research.

Lee Maxlow

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I am a multifaceted investments professional focused on using technology to enhance investment analytics within complex organizations. My experience spans investment performance measurement, risk analytics, portfolio construction, and data visualization across sovereign wealth funds, global asset managers and research houses. I am passionate about translating complex data into actionable decisions, leveraging tools like Bloomberg, FactSet, Python, SQL, and Excel to drive better investment outcomes. I thrive in collaborative environments and continuously seek opportunities to learn and apply new techniques in performance attribution, risk management, and manager research.…I am a multifaceted investments professional focused on using technology to enhance investment analytics within complex organizations. My experience spans investment performance measurement, risk analytics, portfolio construction, and data visualization across sovereign wealth funds, global asset managers and research houses. I am passionate about translating complex data into actionable decisions, leveraging tools like Bloomberg, FactSet, Python, SQL, and Excel to drive better investment outcomes. I thrive in collaborative environments and continuously seek opportunities to learn and apply new techniques in performance attribution, risk management, and manager research.

Available to hire

I am a multifaceted investments professional focused on using technology to enhance investment analytics within complex organizations. My experience spans investment performance measurement, risk analytics, portfolio construction, and data visualization across sovereign wealth funds, global asset managers and research houses.

I am passionate about translating complex data into actionable decisions, leveraging tools like Bloomberg, FactSet, Python, SQL, and Excel to drive better investment outcomes. I thrive in collaborative environments and continuously seek opportunities to learn and apply new techniques in performance attribution, risk management, and manager research.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Language

English

Fluent

Work Experience

Investment Performance & Risk Associate at IFM Investors

September 1, 2023 - Present

Working within the Fixed Income Performance Analysis team. Provides accurate, timely and insightful analysis of investment performance metrics to support decision-making processes of portfolio managers and investment teams. Utilizes technical quantitative skills and expertise in data analysis and visualization to identify key trends and patterns in investment performance data. Provides valuable insights and recommendations to optimize investment strategies. Displays deep understanding of investment process including risk management, portfolio construction, and asset allocation. Uses various performance attribution and risk analytics tools, such as Bloomberg and FactSet, to conduct in-depth analyses of portfolio performance and risk exposures. Builds & maintains relationships with investment teams to ensure investment strategies align with investment objectives and regulatory requirements. Demonstrates a passion for continuous learning and professional development to enhance skills and

Investment Performance & Risk Analyst at IFM Investors

April 1, 2023 - September 30, 2023

Within the Fixed Income Performance Analysis team, provides accurate, timely and insightful analysis of investment performance metrics to support decision-making processes of portfolio managers and investment teams. Utilizes quantitative skills and data visualization to identify key trends in performance data and offers insights to optimize strategies. Applies knowledge of risk management, portfolio construction and asset allocation to attribution analyses and risk exposures, using tools like Bloomberg and FactSet. Builds strong relationships with investment teams to ensure alignment with objectives and regulatory requirements. Commits to continuous learning to enhance capabilities in investment performance analytics.

Investment Operations Analyst at Vanguard

January 1, 2022 - April 30, 2023

Ensured portfolio holdings, liquidity positions and market values were accurate prior to portfolio management activities. Identified, investigated and resolved discrepancies between IBOR and Custodian. Ensured potential and actual overdraft positions were rectified immediately and escalated to management. Administered daily reporting including: portfolio valuations, cash forecasts, reporting to separate accounts (timing as per the mandate), and other customized reporting as per the mandate. Built drill-down analytical tools utilizing Power Query, PowerBI and VBA, mitigating global exceptions and minimizing manual processing hours.

Associate Investment Analyst at Zenith Investment Partners

May 1, 2021 - November 30, 2021

Took responsibility for sourcing, evaluating and monitoring investment fund philosophies, teams and processes across all asset classes with a focus on fixed income, multi-asset and alternatives. Utilized VBA, Outlook and Excel to automate email distribution and collection. Wrote research reports and made investment recommendations on a range of investment managers and styles. Undertook reviews with investment managers both remotely and in person. Participated in round table discussions on the merits and drawbacks of investment philosophies and subsequent results over the preceding year.

Investment Performance Analyst at ACC New Zealand

April 1, 2019 - April 30, 2021

Conducted complex attribution calculation and risk-return analysis on fund performance across various asset classes for ACC’s $50bn investment fund. Managed complex investment return and risk models. Prepared detailed reports for intended users at a board investment committee level. Built multiple financial models and analytical tools, utilising SQL, VBA, Bloomberg, BQL, Microsoft Suite, Iress, PowerBI & Burgiss. Closely supported fixed income, equity, derivative, foreign exchange and alternative portfolio managers with ad hoc & BAU analysis. Delivered regular updates on global macroeconomic developments to the investment department via the internal weekly market commentary. Reconciled monthly performance between external managers, internal data storage and in-house models to ensure alignment. Provided subject matter expertise to portfolio managers on a range of topics; including risk-adjusted performance statistics, index construction methodology and corporate action treatment.

Corporate Action Analyst at FNZ Group

December 1, 2018 - March 31, 2019

Monitored & processed Corporate Action events including dividends, income, distributions, reconstructions, buybacks, share splits, rights offers. Determined the correct tax treatment on Corporate Actions. Reviewed Corporate Action announcements and tax rulings to identify changes in system requirements & suggest enhancements. Liaised with Brokers, Clearing and Settlement Participants & Operators Team. Provided support to primary market operations, working closely with brokers, the ASX and local market share registries. Provided support to the domestic and international nominee services.