Profiel
Ms. Pooja Shah is Vice President & Research Analyst at O'Shaughnessy Asset Management LLC.
Her responsibilities include investment strategy research and product development.
She is also responsible for generating new research to enhance investment strategies through investment factors, strategy construction, or portfolio management.
Prior joining the Research Team, Ms. Shah was a Developer at OSAM, assisting in various technology projects that enable the trading, research, performance reporting, and portfolio management functionality.
Before joining OSAM, she held positions at Systemware Innovation Corporation and Charles River Development.
She has over 5 years of industry experience.
She holds a Bachelor of Applied Science in Chemical Engineering from the University of Waterloo, a Master of Science degree in Mathematical Finance from Boston University.
Eerdere bekende functies van Pooja Shah
| Bedrijven | Functie | Einde |
|---|---|---|
O'Shaughnessy Asset Management LLC
 O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Analyst-Equity | 10-10-2016 |
Charles River Systems, Inc.
 Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Corporate Officer/Principal | - |
Opleiding van Pooja Shah
| Boston University | Graduate Degree |
| The University of Waterloo | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Finance |
Charles River Systems, Inc.
Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Technology Services |
