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EDUARDO GONZALEZ, CFA, CAIA 23 Belmont Ave. ♦ Clifton, NJ 07012 ♦ (203) 981-7295 ♦ fvegonzalez@yahoo.com Experience 2016 – Feb 20 LAZARD ASSET MANAGEMENT New York City, NY Portfolio Manager ● Member of portfolio management team that manages commodity futures as well as commodityrelated equities. ● Portfolio Manager on an equity Agriculture portfolio. ● Commodity analyst examined grains/softs/livestock commodity market dynamics in terms of supply and demand and arrived at alpha generating investment conclusions. ● Equity analyst; analyzed fundamental drivers, ESG factors and sustainable processes, relative value indicators for sector and companies and derived stock recommendations. 2004 - 2015 DEUTSCHE ASSET and WEALTH MANAGEMENT New York City, NY Portfolio Manager ● Member of portfolio management team that manages $1 billion in commodities and equities. ● Portfolio outperformed its benchmark, the SPGSCI by over 6.7% annualized with an IR of 0.80 from inception, 5/31/2005 to 10/31/2015. ● Developed extensive risk reports and assisted portfolio managers in analyzing risk exposures and characteristics of portfolios. ● Engineered model portfolios and portfolio construction process using optimization tools that maximize alpha signals based on momentum, valuations and relative signals. ● Commodity analyst examined grains/softs/livestock commodity market dynamics in terms of supply and demand and arrived at alpha generating investment conclusions. ● Chemicals equity analyst; analyzed fundamental drivers, relative value indicators for sector and companies and derived stock recommendations. Business Development ● Worked with sales force on delivering new business pitches, creating RFP’s and promoting the product by participating in investor presentations. ● Participated in existing client portfolio review presentations, providing commodity sector commentary, top investment recommendations and portfolio positioning. ● Produced internal white papers on various agriculture topics in order to facilitate knowledge of the fund and increase new investment capital. 2000 - 2004 INVESCO Houston, TX Portfolio Management Skills ● Part of a three person team that managed the $500 million AIM Select Equity Fund, a US domestic multi-cap, multi-sector, multi-style fund. ● Morningstar rank improved from a 1-year number of 92nd percentile to a 1-year number of 20th percentile versus peer group. ● Presented proprietary investment process to potential clients at various marketing engagements. Quantitative Development Skills ● Developed numerous stock selection models used by various AIM funds from large cap to small cap core funds to generate buy and sell ideas using backtesting techniques and statistical analysis. ● Created proprietary sell model for large cap universe. 1997 - 2000 FACTSET RESEARCH SYSTEMS INC. Greenwich, CT Quantitative Consultant ● Worked with clients to build ranking models and stock screening applications used to run enhanced index funds and aide in cross-sectional equity research. ● Responsible for the expansion of quantitative sales that resulted in a 25% increase in sales. ● Played a key role in the expansion of FactSet’s quantitative products in Europe. International Consultant ● Developed and maintained client relationships that represented 5% of FactSet’s overall revenues. ● Aided clients in building globally-oriented reports used by portfolio managers and analysts. ● Overlaid macro economic data onto fundamental data for clients. Education 1993 - 1997 CARNEGIE MELLON UNIVERSITY Pittsburgh, PA Bachelors of Science in Economics and Business Administration CHARTERED FINANCIAL ANALYST (CFA) designation awarded in 2003 CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA) awarded in 2014 Other


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Proficient in spoken and written Spanish. Proficient in FactSet, Bloomberg, Northfield, Gro-Intelligence, Excel VBA and other financial software tools.

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Latest: Eduardo Gonzalez Hoboken NJ - Full Resume  

In Hoboken, Eduardo Gonzalez has many diverse experiences in financial and investment markets. Discover his wealth of experience in his late...

Latest: Eduardo Gonzalez Hoboken NJ - Full Resume  

In Hoboken, Eduardo Gonzalez has many diverse experiences in financial and investment markets. Discover his wealth of experience in his late...

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