TraderWiz

Portfolio Manager

Private Equity International • Período integral

Jan 2020 - Present • 6 yrs 6 mos

 Managed discretionary and advisory portfolios for high-net-worth clients, executing US equity and options strategies aligned with mandate objectives and constraints.  Increased AUM growth and retention through strategic networking, client servicing excellence, and proactive relationship management.  Produced actionable investment ideas through fundamental research and sector/industry analysis, improving risk-adjusted performance and avoiding structurally weak sectors.  Conducted comprehensive financial reviews and risk-tolerance assessments to design suitable optionsbased strategies (hedging, income, downside protection) aligned with client goals.  Utilized advanced technical analysis, charting software, and market platforms to identify opportunities, define entry/exit levels, and improve trade timing and execution quality.  Applied extensive expertise in stock and index options as portfolio hedges and tactical overlays to manage drawdowns and volatility.  Collaborated with U.S.-based advisory services and maintained a network of leading market strategists and research contributors to strengthen idea generation.  Delivered consistent annual growth across personally managed client portfolios through disciplined portfolio construction, risk management, and ongoing monitoring.  Developed an AI-driven SPX options trading program with a strong performance track record and on boarded multiple retail clients