Melissa McGrane
Partner / Portfolio Manager at GlobeFlex Capital
- Role
- Portfolio Manager at Globeflex Capital
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager
Jan 2020 — Present · San Diego, CA, US
Portfolio Manager with decision-making responsibilities for institutional International and US public equity strategies with more than $4 billion AUM. Significant client-facing responsibility with both consultants and institutional asset owners.• Engaged in all facets of portfolio management process, including developing alpha models, risk management, and portfolio construction. Actively monitor portfolio positions and risk factor exposures.• Deliver alpha generating research to support and enhance equity strategies utilizing large data sets and a broad set of tools, including Python. Contribute to new product development supported by robust strategy simulations.• Provide thought leadership for external communication, including a quarterly letter, to highlight factor performance, market trends and the macro environment. • Cultivate relationships with clients, prospects, and consultant community, broadening awareness and deepening knowledge of firm’s capabilities and offerings. Actively participate in client reviews to articulate investment results.
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Economics, and Econometrics & Statistics
Coe College
Bachelor of Arts (B.A.), Economics and Business Administration
Skills
- Series 63
- Series 24
- Matlab
- Investments
- Fixed Income
- Backtesting
- Microsoft Office
- Clarifi
- Valuation
- Economic Research
- Quantitative Investing
- Financial Statement Analysis
- Strategy
- Multi Asset
- Minitab
- Data Visualisation
- Asset Valuation
- Business Analysis
- Series 55
- Statistical Data Analysis
- Regression Analysis
- Tool Construction
- Equity Research
- Equity Valuation
- Client Management
- Financial Modeling
- Equities
- Tableau
- Business Strategy
- Finra
- Finance
- Bloomberg
- Asset Allocation
- Risk Management
- Quantitative Finance
- Big Data
- Portfolio Management
- Financial Econometrics
- Factor Modeling
- Factset
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.