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About
Hamza Siddiqui, CFA, FRM, is an Investment Analyst at Conning in New York, NY, where he is responsible for conducting fundamental research and analyzing portfolio investments to support strategic asset allocation decisions. He leverages advanced quantitative and qualitative methods to assess risk and optimize portfolio performance, contributing to the firm's reputation for delivering tailored investment solutions.
Prior to joining Conning, Hamza served as a Portfolio Manager at Sumitomo Mitsui Banking Corporation, where he managed multi-asset class portfolios with an emphasis on fixed income and credit markets, and at Chevy Chase Trust, focusing on equity and sector allocation strategies. His career spans both institutional and private wealth management, with expertise in credit analysis, risk management, and investment strategy development across fixed income, equities, and alternative assets.
Hamza holds a Bachelor of Arts in Economics and Political Science from Indiana University and is a CFA and FRM charterholder. His achievements include developing rigorous credit risk models and maximizing portfolio yield within established risk parameters, with a particular focus on fixed income securities and credit markets throughout his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conning | Investment Analyst | Mar 2025 to Present | — |
| Sumitomo Mitsui Banking Corporation | Portfolio Manager | Apr 2020 to Dec 2023 | Responsible for active portfolio management of SMBC’s loan portfolio using credit derivatives as a 1st line of defense. •Monitored IG/HY loan exposures for emerging risk and excess concentration by co... |
| Chevy Chase Trust | Portfolio Manager | Feb 2017 to Apr 2020 | Oversaw the daily management and operations of a $3 bn total return corporate and municipal bond portfolio including, recommending trade ideas in order to generate excess returns relative to our bench... |
| Farmer Mac | Senior Investment Analyst | Jan 2011 to Feb 2017 | Managed a $3 bn absolute return liquidity investment portfolio, comprised of rates and spread products. •Generated investment ideas at the security level in spread and rates products including: Agency... |
| Moody's Investors Service | Credit Analyst | May 2007 to Dec 2010 | • Covered high yield public and private issuers in the aerospace & defense, paper & forest products, business & consumer services, equipment rental, and media industry. Previously covered investment g... |
| Bear Stearns | Equity Research Associate | Jan 2005 to Apr 2007 | •Supported senior analyst by conducting rigorous fundamental analysis on publicly traded software and internet companies, including building DCF models and conducting qualitative analysis, such as SWO... |
| Bear Stearns | Risk Arbitrage Associate | Aug 2003 to Nov 2004 | •Conducted fundamental research specific to mergers and acquisitions, including conducting return probabilities & expected value, analyzing financing contingencies, and researching antitrust issues. •... |
Education
Indiana University
Bachelor of Arts in Economics and Political Science, Economics & Political Science
Others at Conning Inc. (22)
| Name | Role | Location |
|---|---|---|
 | Senior Equity Analyst | Hartford, CT , United States |
D Delando Clarke | Senior Associate | Hartford, CT , United States |
 | Vice President, Investment Research | Hartford, CT , United States |
 | Vice President of Investment Systems | Longmeadow, MA , United States |
 | Vice President, Investment Applications | Hartford, CT , United States |
 | Vice President- Structured Product Trading | New York, NY , United States |
K Karen Kelleher | Portfolio Manager | Hartford, CT , United States |
R Raymond Crosby | Vice President, Portfolio Management | Hartford, CT , United States |
 | Head of Quantitative Research | New York, NY , United States |
A Andrea Chang | Portfolio Manager | CT , United States |
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B Brian Brennan | Multi-Asset Trader | Virtus Investment Advisers, Inc. | New York, NY , United States |
 | Chief Investment Officer | Virtus Investment Advisers, Inc. | San Diego, CA , United States |
B Brian Brennan | Multi-Asset Trader | Virtus Fixed Income Advisers, LLC | New York, NY , United States |
| Chief Investment Officer | Virtus Fixed Income Advisers, LLC | San Diego, CA , United States |
