Minglu L.
About Minglu L.
Minglu L. is a Senior Performance Attribution Analyst at Geode Capital Management, where he has worked since 2019, managing performance attribution for equity index portfolios totaling over $800 billion. He holds multiple advanced degrees in finance and data analytics and has a strong background in portfolio analysis and quantitative tools.
Work at Geode Capital Management
Minglu L. has been employed at Geode Capital Management since 2017, initially serving as a Performance Attribution Analyst before being promoted to Senior Performance Attribution Analyst in 2019. In this role, Minglu manages performance attribution and portfolio analysis for Geode Equity Index portfolios, which encompass over $800 billion in assets. The position involves overseeing the development and enhancement of attribution methodologies. Minglu utilizes quantitative tools including SQL, SOLA, Wilshire, R, and Bloomberg to support portfolio implementation and construction.
Education and Expertise
Minglu L. holds a Master's Degree in Finance from Bentley University, where studies were completed from 2014 to 2016. Following this, Minglu earned a Master of Science in Data Analytics from Harrisburg University of Science and Technology, completing the program from 2017 to 2020. Additionally, Minglu obtained a Bachelor's degree in Accounting from Purdue University, graduating in 2014. This educational background provides a strong foundation in finance, data analytics, and accounting, contributing to expertise in performance attribution and portfolio analysis.
Background
Prior to joining Geode Capital Management, Minglu L. worked as a Portfolio/Risk Reporting Analyst at Amundi Pioneer for seven months in 2015 to 2016. Minglu also has experience as an Investment Research Analyst at FDF Asset Management, where responsibilities included covering the banking sector and constructing financial models for stock valuation. This diverse background in finance and analytics has equipped Minglu with the skills necessary for effective performance attribution and portfolio management.
Achievements
Minglu L. is recognized for strong technical and research skills, as well as a high level of attention to detail and organization. Since becoming a Senior Performance Attribution Analyst, Minglu has focused on enhancing attribution methodologies within the firm. Additionally, Minglu is currently preparing for the CFA Level II exam, demonstrating a commitment to professional development and expertise in the field of finance.