Joseph Simonian, Ph.D.

CEO

Newton Centre, Massachusetts, United States20 yrs experience

Most Likely To SwitchAI Enabled

Key Highlights

Globally renowned investment thought leader.
Expertise in quantitative methods and financial data science.
Founder of AI and machine learning consulting firm.

Stackforce AI infers this person is a Fintech expert with a focus on quantitative finance and investment strategies.

Contact

jsslog15@gmail.com LinkedIn

Skills

Core Skills

Financial Data ScienceQuantitative Finance

Other Skills

AI and machine learning consultingAlternative InvestmentsAsset AllocationAsset ManagementBloombergCapital MarketsCommoditiesCommodityData ScienceDerivativesEmerging MarketsEquitiesEquity ResearchFinancial ServicesFixed Income

About

Globally renowned investment thought leader with expertise in: • Quantitative methods (factor investing, portfolio construction, risk management) • Financial data science and statistics • Investment product design, engineering, and management

Experience

Calpers

Head of Equity Portfolio Design and Analytics

Nov 2024 – Present · 1 yr 4 mos · Sacramento, California, United States · Hybrid

Cfa institute

2 roles

Senior Affiliate

Oct 2024 – Present · 1 yr 5 mos

Member of Technical Committee

Apr 2024 – Present · 1 yr 11 mos

Fdp institute

Chairman

Jan 2023 – Present · 3 yrs 2 mos · Remote

Scientific beta

Chief Investment Strategist, North America

Aug 2022 – Nov 2024 · 2 yrs 3 mos · Boston, Massachusetts, United States

Insurance foundation for servicemen

Member Board Of Trustees

Jan 2021 – Present · 5 yrs 2 mos · Yerevan, Armenia

Portfolio management research (formerly ii journals)

2 roles

Editorial Board Member, The Journal of Portfolio Management

Jan 2020 – Present · 6 yrs 2 mos

Co-editor of The Journal of Financial Data Science

Jan 2018 – Present · 8 yrs 2 mos

Autonomous investment technologies llc

Founder and CIO

Jan 2020 – Present · 6 yrs 2 mos

Provide AI and machine learning consulting services to the financial industry
Build custom quantitative models for financial firms
Deliver bespoke data science education and training to corporations

AI and machine learning consultingquantitative modelsdata science educationFinancial Data ScienceQuantitative Finance

Acadian asset management

Senior Investment Strategist

May 2019 – Nov 2019 · 6 mos · Greater Boston Area

Natixis investment managers

Director of Quantitative Research

Jan 2018 – May 2019 · 1 yr 4 mos · Greater Boston Area

Led quantitative research and portfolio strategy for the Portfolio Research and Consulting Group
Co-lead portfolio manager for suite of research-driven multi-asset and alternative strategies
Member of investment oversight committee
Led group-wide thought leadership efforts

Fidelity investments

Principal Research Analyst, Global Institutional Solutions

Feb 2013 – Dec 2017 · 4 yrs 10 mos · Greater Boston Area

Developed portfolio strategies and trade ideas for institutional clients.
Led Active Asset Allocation working group
Led institutional thought leadership for global client base

J.p. morgan asset management

Vice President, Portfolio Management

May 2011 – Feb 2013 · 1 yr 9 mos · Greater New York City Area

Managed multi-asset institutional portfolios. Primary responsibilities included:
Portfolio construction and security selection
Research (macroeconomic, fundamental and systematic)
Client meetings and presentations

Pimco

Vice President, Portfolio Management

Mar 2008 – May 2011 · 3 yrs 2 mos · Newport Beach,CA

Provided asset allocation advisory services for institutional clients. Primary responsibilities included:
Portfolio construction and risk analysis for client portfolios
Research and model development
Client meetings and presentations

Lehman brothers

Cash Management

Mar 2006 – Mar 2008 · 2 yrs · Greater Los Angeles Area

Money market desk:
Traded short-term investments including treasuries, agencies, and commercial paper
Conducted attribution and risk analysis of client accounts
Performed ad hoc client-directed research