William Morin
New York, NY / London, UK
Summary
Experienced investment professional specializing in portfolio management and client engagement in emerging markets equities. Possesses deep knowledge of global market dynamics, adept at articulating investment strategies and macroeconomic insights to institutional clients. Successfully led client discussions and fundraising initiatives, enhancing product positioning in U.S. and U.K. markets. Strong ability to navigate complex investment landscapes and drive results.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Vice President, Portfolio Analyst
Lazard Asset Management
New York, NY / London, UK
03.2021 - Current
- Partner with portfolio managers to deliver client portfolio management across the emerging markets equity platform, leading communication on portfolio positioning, performance, and investment outlook
- Oversee portfolio analytics across ~$47B in AUM, including performance attribution, risk analysis, and positioning across countries, sectors, and securities
- Lead client and prospective investor discussions, articulating portfolio positioning, performance drivers, and forward-looking investment views across emerging markets equity strategies
- Serve as a primary point of contact for sales, owning ongoing dialogue around portfolio updates, market developments, and investment outlook
- Translated portfolio manager views into clear, actionable narratives for diverse client audiences, enhancing client retention and facilitating new business development
- Conducted macroeconomic and geopolitical analysis across emerging markets, linking developments to portfolio positioning and identifying relative investment opportunities
- Authored market outlooks, commentaries, and thought leadership pieces for client communications and strategic product positioning
- Support development of customized portfolios and client mandates, incorporating investment guidelines, ESG considerations, and client-specific constraints
Rotational Analyst
Citi
San Francisco
07.2019 - 03.2021
- Covered the energy sector as a research analyst, conducting fundamental analysis and forming views on companies, commodity dynamics, and sector trends
- Applied a multi-asset investment framework to evaluate opportunities across asset classes, assessing how different investments fit within client portfolios and broader allocation strategies
- Developed asset allocation frameworks and investment recommendations for high-net-worth clients across equities, fixed income, and alternative
Education
Bachelor of Arts - Economics And English (Double Major)
University of Maryland, College Park
College Park, MD05.2019
Skills
- Portfolio management
- Investment strategy
- Asset allocation
- Equity research
- Data analytics
- Macroeconomic analysis
- Market research
- Client communication
- Relationship building
- Written communication
Certification
FINRA Series 7, Series 66, Series 31, SIE
Affiliations
Golf, including collegiate men’s club competition
International travel (37 countries visited)
Fantasy sports and prediction markets focused on probabilistic decision making
HYROX competitions and endurance training
Pickup basketball
International travel (37 countries visited)
Fantasy sports and prediction markets focused on probabilistic decision making
HYROX competitions and endurance training
Pickup basketball
Timeline
Vice President, Portfolio Analyst
Lazard Asset Management
03.2021 - Current
Rotational Analyst
Citi
07.2019 - 03.2021
Bachelor of Arts - Economics And English (Double Major)
University of Maryland, College Park