Nicolas Choumenkovitch

Lead Portfolio Manager for Global and International Funds

Raised and Managed $43b in institutional Assets

Outperformed Benchmarks by 300bps over my tenure

Manages team of 4 analysts

• Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.

Co-Managed $600m book of business for diverse institutional investors

Outperformed benchmark for 3 and 5 year period

Built and maintained financial models to analyze potential investments and M&A transaction

Prepared detailed presentations and conducted due diligence for several corporations

• Assessed credit risk and analyzed financial statements.
• Analyzed customer data such as financial statements to determine level of risk involved for extending credit.