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Ajit Kumar

Ajit Kumar

Portfolio Manager at LMCG Investments, LLC

New York, NY , United States

About

Ajit Kumar is a Portfolio Manager at LMCG Investments LLC, based in New York, NY. He joined LMCG in 2015 and is responsible for managing investment portfolios, with a focus on equities and structured credit strategies. Kumar plays a key role in developing and implementing investment solutions for institutional and private clients, leveraging his expertise in portfolio management and derivatives.

Kumar specializes in equities, investment-grade credit correlation products, and structured credit. His investment focus includes consumer services, financial services, and technology sectors. He brings deep experience in managing complex credit and equity portfolios, with a track record of delivering tailored investment strategies for diverse client needs.

Prior to joining LMCG, Kumar was Managing Director at Serenitas Capital, which was acquired by LMCG, and held roles as a proprietary trader at Merrill Lynch and investment strategist at Morgan Stanley. He holds an MBA in Finance from McGill University, an MS in Financial Mathematics from Stanford University, and a B.Eng. Honors in Computer Science from C.R. State College of Engineering, India. Kumar is a CFA Charterholder and a member of the New York Society of Security Analysts, recognized for his contributions to the investment industry through innovative portfolio management and strategic advisory services.

Career History

OrganizationRoleDate RangeDetails
LMCG InvestmentsPortfolio ManagerJan 2015 to Present
Serenitas CapitalManaging DirectorJan 2012 to Jan 2015
Merrill LynchStructured Credit TraderJan 2005 to Jan 2011
Morgan StanleyStructured Credit StrategistJan 2004 to Jan 2005
Morgan StanleyEquity Research AssociateJan 1999 to Jan 2003

Education

Stanford University

Master of Science (MS), Financial Mathematics

McGill University

MBA

C.R. State College of Engineering, India

Bachelor of Engineering (B.Eng.) Honors, Computer Science

Skills & Expertise

GUI
Fixed Income
Structured Products
CDS
Portfolio Management
Capital Markets
Derivatives
Bloomberg
CDO
Strategy
Interest Rate Derivatives
Equities
Microsoft Excel
Credit
Cdx
Correlation Trading
Market Risk
Structured Credit Trading
Management
Project Management
Research
Equity Derivatives
Hedge Funds
Credit Derivatives

Others at LMCG Investments, LLC (8)

NameRoleLocation
Andreas Eckner
Andreas Eckner
Portfolio Manager, PartnerUnited States
Andrew Morey
Andrew Morey
Portfolio Manager - Head of Small Cap GrowthBoston, MA , United States
Christopher Premock
Christopher Premock
Managing PartnerBoston, MA , United States
Jake Layton
Jake Layton
Managing Partner and Portfolio ManagerBoston, MA , United States
Nan-Marie Jaeger
Nan-Marie Jaeger
Partner, Portfolio ManagerBoston, MA , United States
Arushi Srivastava
Arushi Srivastava
Trading AnalystNew York, NY , United States
Jim Gribbell
Jim Gribbell
PartnerBoston, MA , United States
Scott Gillespie
Scott Gillespie
Portfolio Manager and AdvisorBoston, MA , United States