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About
Andrew Bui is a Research Analyst in Sage Advisory’s Quantitative Strategies Group, based in Austin, Texas. In this role, he contributes to the development and implementation of advanced financial models, risk management frameworks, and portfolio strategies, with a focus on liability-driven investing (LDI) and multi-asset solutions for institutional clients. His analytical responsibilities span sectors such as fixed income, derivatives, and tactical ETF strategies, emphasizing quantitative research and risk modeling within institutional portfolios.
Prior to Sage Advisory, Andrew accumulated experience as a Quantitative Researcher Intern at Marietta Investment Partners and as a Graduate Intern in NEPC's OCIO division, among other roles at Neuberger Berman, Mitsubishi UFJ Financial Group, and Hyundai Capital America. These positions equipped him with expertise in derivatives trading, statistical modeling, and the construction of multi-asset investment strategies.
Andrew holds a Master of Science in Financial Mathematics from the University of Chicago and a Bachelor’s degree in Economics with a minor in Business, emphasizing Finance, from UC San Diego. He is a CFA Level III Candidate, reflecting his deep commitment to professional development and advanced quantitative analysis in finance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sage Advisory | Research Analyst | Jan 2024 to Present | — |
| Marietta Investment Partners | Quantitative Researcher Intern | Oct 2023 to Dec 2023 | Leverage Machine Learning models to analyze the predictive power of quantitative scores in forecasting future returns. |
| NEPC, LLC | Graduate Intern - OCIO | Jun 2023 to Aug 2023 | — |
| Neuberger Berman | Quantitative Researcher Intern | Apr 2023 to Jun 2023 | Developed and refined a momentum transformer model to facilitate trading of different asset classes. (Equities, Cryptos, and Credits) |
| MUFG | Liquidity Analytics AVP | Feb 2022 to Jul 2022 | • Enhanced the Liquidity Analytics Reports for Legal Day 1 after the sold-off of the regional banking unit.
• Developed the computational tool in VBA to automate the data collection, calculation, and ... |
| Hyundai Capital America | Trader and Quantitative Analyst | Jan 2017 to Feb 2022 | • Utilizing swaps and options strategy to hedge the interest rate risk.
• Contributing to the development and implementation of FTP, and ALM analytics (Duration, NII, and stress testing analyses), usi... |
| Acama Enterprise | Real Estate Analyst | Jun 2015 to Dec 2016 | • Valuated the potential real estate investments, predicted and assigned the rent for properties.
• Used Discount Cash Flow and Leverage Buyout to underwrite real estate projects and successfully advi... |
| Fullerton College | Student Lab Aid | Jan 2013 to Aug 2014 | Support reading, ESL, and foreign language students improving their academic skills through self-paced work with computer programs, print, audio, video, and Internet-based materials. |
Education
University of Chicago
Master of Science - MS, Financial Mathematics
University of Chicago Master of Science in Financial Mathematics
Master of Science - MS, Financial Mathematics
CFA Institute
CFA Level III Candidate, Finance and Financial Management Services
UC San Diego
Bachelor’s Degree, Economics. Minor in Business, emphasis in Finance
Others at Sage Advisory Services, Ltd.co. (12)
| Name | Role | Location |
|---|---|---|
| Vice President Portfolio Management | United States | |
| VP, Senior Research Analyst | Austin, TX , United States | |
C Christina Criswell | Associate Portfolio Manager | United States |
| Vice President, Quantitative Research | Austin, TX , United States | |
| Vice President, Responsible Investing Research | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
M Michael Walton | Managing Partner | Austin, TX , United States |
| Vice President, Portfolio Management | Austin, TX , United States | |
R Ron Zboril | Trader and Asst. PM | Austin, TX , United States |
X Xochitl Maldonado | Research Analyst | Austin, TX , United States |
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