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james calvo
About
James Calvo is an experienced Portfolio Associate currently working at Bridgewater Associates, a leading investment management firm. With over 8 years of relevant experience, James has gained a deep understanding of the investment industry and has a proven track record of success. Prior to his current role, James worked as an Investment Engineer at Bridgewater Associates, where he was responsible for developing and implementing investment strategies for the firm's clients. He also worked as an Investment Banking Summer Analyst at Morgan Stanley, where he gained valuable experience in financial analysis, due diligence, and deal structuring. James holds a Bachelor's degree from the Wharton School at the University of Pennsylvania, where he majored in Finance. He also holds a Master's degree in Finance from Copenhagen Business School. During his time at these institutions, James developed a strong foundation in financial analysis, asset valuation, and portfolio management. As a Portfolio Associate at Bridgewater Associates, James is responsible for assisting in the management of the firm's investment portfolios. He works closely with senior portfolio managers to develop investment strategies, conduct research, and monitor portfolio performance. He also helps to communicate investment insights and recommendations to clients. James is a highly analytical and detail-oriented professional with a strong work ethic and a passion for the investment industry. He is committed to delivering exceptional results for his clients and is constantly seeking new opportunities to enhance his skills and knowledge.
Education Overview
• copenhagen business school
• the wharton school
Companies Overview
• bridgewater associates
• morgan stanley
Experience Overview
9.1 Years
Find anyone’s contact
Experience
senior investment engineer
bridgewater associates | westport, connecticut, united states
2019 - Present
Skills
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Contact Details
Email (Verified)
jamXXXXXXXXXXXXXXXXXomMobile Number
+91XXXXXXXXXXEducation
copenhagen business school
2013 - 2013
the wharton school
2011 - 2015
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