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CFA/FRM Exam Prep & Study Strategy

CFA/FRM prep strategy from a top-scoring charter holder
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Getting Started with Capital Markets & Investing

Build real interest & knowledge in capital markets
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Breaking into Finance Roles at Global Firms

Practical guidance on breaking into Finance roles
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LinkedIn Networking Strategy Session

Build a credible LinkedIn presence & warm intros
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Transitioning into Finance Roles

Bridge the gap into a finance career, from any field
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About me

Portfolio Manager at Goldman Sachs, managing complex multi-asset portfolios with full investment discretion across asset allocation, risk positioning, and portfolio construction for large institutional clients. I currently oversee UK and US OCIO mandates with single-portfolio AUM ranging from $500M to $2B+, spanning total return and liability-aware investment objectives. My role involves end-to-end ownership of portfolio strategy - from macro-informed Capital Deployment decisions and benchmark positioning to portfolio structuring, hedging design, and execution, in close collaboration with platform and specialist teams. Across Goldman Sachs and J.P. Morgan Chase & Co., my experience spans both institutional and private wealth investing, covering pension funds, insurers, and UHNI/HNI client portfolios. Key highlights: • Managed and advised portfolios across $100B+ AUM platforms, with direct ownership of $10B+ institutional and private mandates • Led onboarding and restructuring of large OCIO and total return portfolios, improving risk efficiency, funded-status outcomes, and cash deployment • Designed and implemented portfolio strategies across liability-aware, cash-driven, and growth-oriented mandates, without constraining to a single product sleeve • Executed interest rate, inflation, and currency risk management alongside dynamic asset allocation in volatile market regimes • Automated 5+ institutional portfolios through rules-based frameworks, delivering scalability and 500+ hours of annual efficiency gains My investment approach combines top-down macro conviction, quantitative risk frameworks (VaR, CVaR, stress testing), and platform-led manager research inputs to drive resilient, risk-adjusted outcomes across market cycles. CFA Charter holder | FRM Charter holder | Executive MBA Finance Interested in roles across global buy-side portfolio management, OCIO platforms, and advanced multi-asset allocation - spanning institutional and private capital.