About
Zhuo Kang is an Investment Associate at Zacks Investment Management in Chicago, IL, where he is responsible for conducting quantitative analysis, supporting portfolio management, and contributing to the firm's investment research and strategy. At Zacks, Kang focuses on U.S. equities and multi-asset portfolios, leveraging his data science expertise to inform decisions across sectors such as technology, healthcare, and consumer discretionary, with an emphasis on quantitatively-driven investment processes.
Prior to joining Zacks, Kang held roles as a Data Scientist at Trinnacle Capital Management LLC and as a Proprietary Trader at T3 Trading Group, LLC, where he developed statistical models and traded equities using systematic and algorithmic strategies. His background in both data science and active trading has given him a strong foundation in equity research, risk management, and portfolio optimization.
Kang holds a Master's degree in Statistics from Columbia University and a Bachelor of Science in Mathematics/Economics, Statistics, and Computation from UCLA, complemented by business management training from UCLA Anderson School of Management. He is recognized for integrating statistical and computational methods into investment analysis, enhancing the firm's capabilities in quantitative research and asset allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Zacks Investment Management | Investment Associate | Mar 2017 to Present | — |
| Trinnacle Capital Management LLC | Data Scientist | Jul 2016 to Feb 2017 | — |
| T3 Trading Group, LLC | Proprietary Trader | Aug 2015 to May 2016 | — |
| DarcMatter | Business Development Intern | Jun 2015 to Aug 2015 | — |
| JGR Capital Partners | Equity Research Analyst | Mar 2015 to May 2015 | — |
| UCLA | Mathematics Tutor | Jun 2012 to Dec 2013 | • Provided support and tutoring services for students in Discrete Mathematics, C++ Programming • Created objectives and developed learning plans to ensure students were able to perform to University s... |
Education
Columbia University in the City of New York
Master's Degree, Statistics
2014 — 2015
UCLA
Bachelor of Science (B.S.), Mathematics/Economics, Statistics, Specialization in Computation
2010 — 2014
UCLA Anderson School of Management - Executive Education
EDGE Certificate of Business Management, Business literacy, Leadership and Communication skills
2013 — 2013
Skills & Expertise
Others at Zacks Investment Management (10)
| Name | Role | Location |
|---|---|---|
A Atanu Ghosh | Portfolio Manager | Chicago, IL , United States |
| 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 |