Sloan Smith

Analyst-Equity chez Innovest Portfolio Solutions LLC

Profil

Mr. Aidan S.
Smith is Principal & Director at Innovest Portfolio Solutions LLC.
He is a member of the Investment Committee, which drives the firm’s investment related research and due diligence.
He serves as a consultant working primarily with institutions and families.
He is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies.
The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at the firm and at their offices.
He is responsible for covering traditional equity and fixed income investments as well as alternative investments such as hedge funds, private equity, and real estate.
Prior to joining Innovest, Mr. Smith was a senior consultant at Northern Trust in Chicago.
At Northern Trust he oversaw and performed reviews of client portfolios, ensuring valuation and pricing procedures were followed.
He also developed automated systems that allowed clients to effectively manage risk within their portfolios.
Previously, he was a senior risk analyst at Alphametrix, a hedge fund platform in Chicago.
While at Alphametrix, he managed relationships with brokers and direct investors, performed manager due diligence, and built customized risk reports for the firm’s clientele.
Prior to Alphametrix, he was employed by Simplex Investments in Chicago as an equity options trader where he implemented an arbitrage strategy on behalf of the firm.
Mr. Smith holds an undergraduate and MBA degree from the University of Notre Dame where he graduated cum laude.
While receiving his MBA, he was part of the Applied Investment Management course.
He is a Chartered Alternative Investment Analyst and is also a former member of the Notre Dame Varsity lacrosse team.

Postes actifs de Sloan Smith

Sociétés	Poste	Début
Innovest Portfolio Solutions LLC	Analyst-Equity	01/05/2015

Formation de Sloan Smith

University of Notre Dame

Masters Business Admin