Pavan W. Auman
Investment Strategist at Bernstein Global Wealth Management
- Role
- Quantitative Research Analyst at Bernstein Private Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Pavan W. Auman
CFA charterholder combines nine year investment management track record and 18 years…
Experience
Quantitative Research Analyst
Bernstein Private Wealth Management
Sep 2014 — Present · New York, NY, US
Developed predictive model for determining capital requirements and portfolio allocations of younger clients. Created single stock concentration model for asset sales recommendations and portfolio rebalancing. Directed portfolio allocations into Exchange Fund vehicles with partner group at Eaton Vance. Generated monthly performance models for Cash Balance defined benefit plans.
Education
Santa Clara University
MBA
2003 — 2007
Skills
- Finance
- C++
- Etfs
- Business Analysis
- Equity Research
- Financial Services
- Analytics
- Equities
- Business Process Analysis
- Management
- Investment Management
- Perl
- Project Management
- Python
- Separately Managed Accounts
- Strategy
- Java
- Morningstar Direct
- Quantitative Research
- Matlab
- Investments
- Trading
- Portfolio Management
- Factset
- Sql
- Bloomberg
- Financial Modeling
- Asset Allocation
- Mutual Funds
- Wealth Management
- Excel/Vba
- Asset Management
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