Andrea Boyn

Investment Strategy & Research Analyst

Role
Investment Research Analyst at Aspiriant
Location
Los Angeles, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrea Boyn

Investment strategy and research analyst with experience across public and private markets, specializing in alternative investments, manager due diligence, portfolio construction, and bespoke research for sophisticated client portfolios.Known for synthesizing quantitative analysis and qualitative judgment to support strategic decisions in complex, high-stakes contexts. Experience includes custom portfolio analysis and one-off strategic projects requiring creativity, independent thinking, discretion, and cross-disciplinary perspective.Let’s connect on LinkedIn so that I can be a resource to you, and introduce you to my professional network.

Experience

  1. Investment Research Analyst

    Aspiriant

    Apr 2024 — Present · Irvine, CA, US

    Lead the team’s ongoing research and investment analyses, creation of firmwide materials, and third-party manager due diligence.• Perform macroeconomic research and create visualizations for quarterly publications.• Serve on the Portfolio Management Committee, assisting in portfolio construction and strategy development for high-net-worth clients.• Prepare detailed investment memorandums and reports.• Update and build upon the firm\'s library of investment research materials by accessing third-party databases, including Bloomberg, Morningstar, FRED, etc.• Design and develop dashboards to streamline performance tracking and enhance data visualization, enabling data-driven decision-making.• Develop relationships with external managers and industry professionals, aiming to identify high-potential investments that align with client needs.

Education

  • California State University-Long Beach - College of Business

    Bachelor's degree, Finance

    2019 — 2023

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Andrea Boyn — Investment Research Analyst at Aspiriant in Los Angeles, CA, US | Unifers