02Experience
University of Toronto Engineering Finance Association
Portfolio Manager
Leads and reviews quantitative and fundamental research with an emphasis on disciplined portfolio construction, risk, and transparent assumptions.
Feb 2026 – PresentRemote
Previously Sales & Trading Analyst (Sep 2025 – Apr 2026)
- Python
- Pandas
- NumPy
- Factor modeling
- Value at Risk
- Stress testing
- Efficient-frontier optimization
- Transaction costs
Contributions
- Lead portfolio research and review across quantitative and fundamental workstreams.
- Promoted into this role from Sales & Trading Analyst.
- Apply probability, factor analysis, Value at Risk, stress testing, and efficient-frontier concepts to portfolio construction.
- Consider portfolio constraints, concentration, correlations, and transaction costs rather than presenting frictionless allocations.
- Translate macroeconomic and security-level research into structured portfolio discussions.
- Support analyst development and communicate assumptions, risks, and research limitations.
Context
UTEFA is a student finance organization. This is student-led investment research and education, not regulated investment management or professional advisory activity.
In one line
Leading portfolio research and risk-aware modeling across factor analysis, portfolio construction, stress testing, and transaction-cost-aware evaluation.
Tools & stack
- Python
- Pandas
- NumPy
- Factor modeling
- Value at Risk
- Stress testing
- Efficient-frontier optimization
- Transaction costs
- Market research
Scope of this page
- Student-led research and education; not investment advice and not a claim of managed client capital.
- No return, alpha, benchmark outperformance, assets under management, trade volume, or client outcome is published, because none was verified.