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AB

Andrew Bui

Research Analyst at Sage Advisory Services, Ltd.co.

Austin, TX , United States

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

OrganizationRoleDate RangeDetails
Sage AdvisoryResearch AnalystJan 2024 to Present
Marietta Investment PartnersQuantitative Researcher InternOct 2023 to Dec 2023
Leverage Machine Learning models to analyze the predictive power of quantitative scores in forecasting future returns.
NEPC, LLCGraduate Intern - OCIOJun 2023 to Aug 2023
Neuberger BermanQuantitative Researcher InternApr 2023 to Jun 2023
Developed and refined a momentum transformer model to facilitate trading of different asset classes. (Equities, Cryptos, and Credits)
MUFGLiquidity Analytics AVPFeb 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 AmericaTrader and Quantitative AnalystJan 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 EnterpriseReal Estate AnalystJun 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 CollegeStudent Lab AidJan 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)

NameRoleLocation
Andrew Demand
Andrew Demand
Vice President Portfolio ManagementUnited States
Andrew Poreda
Andrew Poreda
VP, Senior Research AnalystAustin, TX , United States
C
Christina Criswell
Associate Portfolio ManagerUnited States
Doug Benning
Doug Benning
Vice President, Quantitative ResearchAustin, TX , United States
Emma Harper
Emma Harper
Vice President, Responsible Investing ResearchAustin, TX , United States
Jeffery Timlin
Jeffery Timlin
Managing PartnerAustin, TX , United States
M
Michael Walton
Managing PartnerAustin, TX , United States
Nicholas Erickson
Nicholas Erickson
Vice President, Portfolio ManagementAustin, TX , United States
R
Ron Zboril
Trader and Asst. PMAustin, TX , United States
X
Xochitl Maldonado
Research AnalystAustin, TX , United States
Showing 1-10 of 12 team members

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