About
Atanu Ghosh, CFA, is Assistant Portfolio Manager at Zacks Investment Management in Chicago, IL, where he specializes in constructing and managing equity portfolios using quantitative and fundamental research methods. His role includes developing quantitative models—deployed across Zacks’ investment strategies—and analyzing industry trends to inform portfolio decisions and maintain cutting-edge sophistication in the firm's approach.
Atanu’s investment focus is on large-cap core equities and quantitative strategies, with deep expertise in multi-asset portfolio management through his work on Zacks’ adaptive forecasting and asset allocation models. He oversees both macroeconomic and sector-specific research, regularly testing and refining investment models to accommodate shifting market conditions.
Previously, Atanu was a Senior Research Analyst at Fiduciary Asset Management, where he supported large-cap core and quantitative teams. He holds an MBA in Finance from Washington University in St. Louis, an undergraduate degree in Computer Science from Jadavpur University, and is a Chartered Financial Analyst. His contributions to quantitative investing and model development have played a significant role in enhancing Zacks Investment Management’s portfolio management capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Zacks Investment Management | Portfolio Manager | Jun 2013 to Present | Quantitative support to All Cap Strategy for Industry/stock selection and risk management. I am also responsible for - Global Asset Allocation Strategy and International Equity (ETF based)
Led the d... |
| Zacks Investment Managment | Assistant Quantitative Equity Portfolio Manager | Jan 2011 to Present | Manage following 4 strategies:
US Large Cap Growth Equity
International Equity
Global Asset Allocation Strategy
Global Fixed Income Strategy
Also responsible for managing risk of a Fundamental Marke... |
| Fiduciary Asset Management | Senior Research Analyst | Apr 2005 to Aug 2011 | My areas of focus are equity research (quantitative and fundamental), Sector/Industry model, macro research, Portfolio Management, Portfolio Optimization, building factor models, researching inefficie... |
| New City Ventures, LLC | Financial Analyst, Business Development Analyst (summer Intern) | May 2004 to Aug 2004 | Researched Pharmaceutical, and Technology industries to screen possible acquisition candidate.
Performed valuation analysis and modeling for investment opportunities in those industries.
Conducted d... |
| Dynamic Computing Services | Lead Developer | Sep 2002 to Aug 2003 | Lead a design team that build an direct exchange system between Capital One and one of its customer. Capital One had significant cost savings from the fees that was going to Visa before. |
| ACI Worldwide | Astech Consultant | Jun 1998 to Aug 2002 | Designed and developed internet banking frame work in 2 large banks in Brazil.
Developed several modules of an Electronic Fund Transfer System network. This system is invisible to most people but use... |
| Tata Consultancy Services | Assistant System Analyst | Aug 1995 to May 1998 | Was responsible for maintaining one of the key modules of complex and large banking software. Lead a team of 4 people to resolve complex customer cases for this module which interfaced the business-mo... |
Education
Washington University in St. Louis
MBA, Finance
2003 — 2005
Washington University in St. Louis - Olin Business School
MBA, Finance
2003 — 2005
Jadavpur University
BCSE, Bachelor in Computer Scienece and Engineering
1991 — 1995
Skills & Expertise
Others at Zacks Investment Management (10)
| Name | Role | Location |
|---|---|---|
 | Quantitative Analyst | Chicago, IL , United States |
P Paul Mangiardi | Vice President - Investment Advisor | Chicago, IL , United States |
 | Quantitative Analyst and Portfolio Manager | Chicago, IL , United States |
 | Client Portfolio Manager | Chicago, IL , United States |
 | Quantitative Analyst | Chicago, IL , United States |
| Quantitative Analyst | Champaign, IL , United States | |
 | Investment Consultant and Regional Vice President | Chicago, IL , United States |
 | Quantitative Analyst | Chicago, IL , United States |
 | Quantitative Analyst | Pittsburgh, PA , United States |
 | Investment Associate | Chicago, IL , United States |