Aaron Wallace
Portfolio Engineer @Fisher Investments
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WORK HISTORY
Portfolio Engineer @Fisher Investments
Tampa, FL, US
Work with Investment Policy Committee to help manage ~$10 billion in US equity strategies. Produce trade ideas and ensure portfolios are aligned with investment themes set by the Investment Policy Committee.Analyze portfolio performance and positioning using attribution, factor exposure, and risk metrics.Collaborate with research, implementation and trading teams to ensure execution of strategic portfolio decisions. Produce marketing material and commentary for institutional investors and internal stakeholders.
EDUCATION
Northeastern University
Bachelor of Science Business Administration, Finance
ABOUT AARON WALLACE
Experienced financial professional with a proven track record across portfolio management, trading, and client services for high-net-worth individuals and institutional clients. Expertise in asset allocation, risk management, alternative investments, equities, and derivatives.
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