Boris Kotcher
Torotno,ON
Summary
Experienced Portfolio Manager with 16 years of managing multi-asset portfolios for high-net-worth and institutional clients. Strong expertise in asset allocation, market analysis, and risk management across equities, fixed income, and alternative investments. Focused on aligning investment strategies with client goals while maintaining a disciplined approach to portfolio management. Skilled in building lasting client relationships and navigating complex financial markets.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Investment Advisor
CIBC Wood Gundy
01.2013 - 10.2022
- Managed over $500 million in client assets, employing strategic portfolio construction and rigorous risk management to optimize client outcomes.
- Developed tailored investment strategies for high-net-worth clients, utilizing a data-driven approach across diversified asset classes, including equities, fixed income, and alternatives.
- Led asset allocation and optimization initiatives, minimizing downside risk while ensuring liquidity and aligning with clients' long-term financial objectives.
- Cultivated strong client relationships, driving 20% growth in AUM and achieving a 95% client retention rate through personalized advisory services and consistent performance.
- Leveraged Bloomberg, FactSet, and Morningstar for comprehensive market analysis, integrating real-time data to inform strategic trading decisions.
- Maintained full regulatory compliance with Canadian financial regulations, ensuring a flawless audit record while protecting client interests and enhancing operational efficiency.
Quantitative Analyst
Kyoto Planet Asset Management
02.2007 - 11.2011
- Developed and implemented quantitative trading models that enhanced execution efficiency and contributed to alpha generation across multiple asset classes.
- Conducted advanced statistical analyses and backtesting of trading strategies, optimizing performance and improving risk-adjusted returns.
- Collaborated with cross-functional teams, including traders and portfolio managers, to integrate quantitative insights into investment decisions, enhancing overall portfolio strategy.
- Designed robust risk management frameworks to assess and mitigate potential losses, ensuring alignment with the fund’s investment objectives and risk tolerance.
Education
Bachelor of Arts - Economics
York University - Honors
Toronto, ON05.2005
Skills
- Strategic Portfolio Management
- Advanced Asset Allocation
- Proactive Risk Management
- In-Depth Investment Research
- Performance Optimization
- Equity and Fixed Income Expertise
- Alternative Investment Strategies
- Quantitative Analytical Skills
- Financial Software Proficiency (eg, Bloomberg, FactSet, Morningstar)
- Risk Management Software (eg, BlackRock Aladdin, MSCI Barra)
- Strong Client Relationship Management
- Ethical Investment Practices
Accomplishments
- Achieved a top-quartile ranking for pier group performance in a competitive group, demonstrating effective risk management and strategic investment decisions over a three-year period.
- Successfully led a project to develop a proprietary risk assessment model, resulting in a 25% improvement in the accuracy of risk predictions and enhancing the overall investment strategy.
- Increased client AUM by 30% within 4 years by identifying and capitalizing on emerging market opportunities, resulting in expanded investor engagement and confidence in the fund’s strategies.
Affiliations
- Chartered Financial Analyst (CFA) Society, Canadian Investment Performance Committee (CIPC), Association for Investment Management and Research (AIMR),
Certification
- CIM® Certification - Certified Investment Manager
- FCSI® Certification - The Fellowship
- OLC - Derivatives Trading License
- ASHF - Alternative Strategies: Hedge Funds and Liquid Alternatives
Timeline
Investment Advisor
CIBC Wood Gundy
01.2013 - 10.2022
Quantitative Analyst
Kyoto Planet Asset Management
02.2007 - 11.2011
Bachelor of Arts - Economics
York University - Honors
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