Nicole S.

Director of Investment Strategy @ Capital Group

About

I am an investment strategist with more than ten years of experience in designing and implementing multi-asset portfolio strategies for institutional investors I am good at combining macroeconomic perspectives with quantitative analysis to promote asset allocation decision-making, improve risk-adjusted returns, and achieve long-term stable performance in the global stock and fixed income markets I am keen on building a data-driven investment framework and promoting teamwork, focusing on transforming complex market insights into feasible strategies that meet customers‘ long-term goals

Country

United States

City

San Diego

Industry

Financial Services

Skill

Experience

Director of Investment Strategy

Capital Group

2020 - 2023 · 3 yrs

Los Angeles, California, United States

The leader formulated and implemented a multi-asset investment strategy to serve institutional portfolios with asset management of more than 1.5 billion US dollars Strategic portfolio design and market research projects for developing and supervising global stock and fixed income platforms Combine macroeconomic analysis and quantitative models to optimize asset allocation and risk-adjusted returns

Senior Investment Manager

Capital Group

2018 - 2020 · 2 yrs

Los Angeles, California, United States

Implemented thematic strategies in technology, sustainability, and healthcare sectors Worked closely with research, trading, and risk teams to optimize ca Delivered performance and outlook presentations to institutional and endowment clients

Investment Manager

Bridgewater Associates

2014 - 2018 · 4 yrs

Managed diversified institutional portfolios between $700M and $1B AUM under Conducted macro scenario analysis to assess market sensitivities and risk parity exposure Collaborated with economists and quantitative teams to enhance asset allocation models

Senior Investment Analyst

Goldman Sachs

2011 - 2014 · 3 yrs

New York, United States

Led multi-asset research initiatives covering global equities, fixed income, and alternatives Designed systematic frameworks improving portfolio diversification and downside protection Delivered presentations to portfolio managers and contributed to global strategy reviews

Investment Analyst

Goldman Sachs

2010 - 2011 · 1 yr

New York, United States

Build valuation and risk models to enhance portfolio construction and performance attribution analysis Work with senior strategists to integrate macroeconomic data into asset allocation decisions Prepare research reports and client materials for the internal investment committee