Michel Boulos

About Michel Boulos

PORTFOLIO MANAGEMENT/ EQUITY AND MULTI-ASSET PRODUCT SPECIALIST/ ANALYST Self-starter with the ability to leverage a diverse skill set to create investment solutions and investment content that can be leveraged by asset managers, investment advisors, gatekeepers, and distribution teams to win and retain assets. Deep knowledge of global capital markets with experience across Equities, Fixed Income and Alternative Investments, focused on the due diligence, investment selection and client servicing of equity and multi-asset portfolios. Demonstrated expertise in developing and communicating systematic and dynamic processes utilized in the decomposition of investment manager returns with a focus on the identification of strategy edge and process repeatability. Strong sense of accountability and dedication to improving processes aimed at identifying best in-class investments. Experienced asset class and portfolio specialist, with successful track record communicating complex investment strategies to retail and institutional clients, asset allocators, consultants and investment boards. Ability to work in conjunction with senior investment leaders and financial advisers to craft and develop comprehensive and customized financial strategies for retail and institutional clients. Experience supervising and training junior analysts with regards to developing and executing best practices across manager due diligence, performance attribution and building multi-asset portfoliosCORE COMPETENCIESAsset Allocation | Portfolio Management | Trading & Risk Management | Manager Selection | Performance Attribution | Product Development| Portfolio Specialist| Client Servicing| Product Marketing

Experience

1. Senior Client Portfolio Manager

   Putnam Investments

   May 2024 — Present · Boston, MA, US

Education

• New York University

  Certificate of Finance and Portfolio Management, Finance and Financial Management Services

• New York University

  Bachelor's of Science, Neural Science,Economics, Psychology

Skills

• Investments
• Key Performance Indicators
• Data Analysis
• Mentoring
• Product Management
• Bloomberg
• Fixed Income
• Marketing
• Series 63
• Microsoft Excel
• Asset Managment
• Microsoft Office
• Sales
• Performance Attribution
• Emerging Markets
• Management Due Diligence
• Asset Allocation
• Teamwork
• Mutual Funds
• Valuation
• Finance
• Wealth Management
• Financial Modeling
• Investment Research
• Due Diligence
• Hedge Funds
• Sales Presentations
• Investment Strategies
• Alternative Investments
• Equities
• Microsoft Powerpoint
• Asset Management
• Equity Research
• Securities
• Public Speaking
• Research
• Morningstar
• Management
• Capital Markets
• Series 7