Sign in
Zhuo Kang

Zhuo Kang

Investment Associate at Zacks Investment Management

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Zacks Investment ManagementInvestment AssociateMar 2017 to Present
Trinnacle Capital Management LLCData ScientistJul 2016 to Feb 2017
T3 Trading Group, LLCProprietary TraderAug 2015 to May 2016
DarcMatterBusiness Development InternJun 2015 to Aug 2015
JGR Capital PartnersEquity Research AnalystMar 2015 to May 2015
UCLAMathematics TutorJun 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

Leadership
Teamwork
Financial Modeling
Data Analysis
R
Microsoft Excel
Communication
Stochastic Processes
Investments
Bloomberg
Public Speaking
Research
Economics
DCF Valuation
Statistics
Financial Analysis
Equity Research

Others at Zacks Investment Management (10)

NameRoleLocation
A
Atanu Ghosh
Portfolio ManagerChicago, IL , United States
Junkai Qian
Junkai Qian
Quantitative AnalystChicago, IL , United States
P
Paul Mangiardi
Vice President - Investment AdvisorChicago, IL , United States
Prasanth Sankar
Prasanth Sankar
Quantitative Analyst and Portfolio ManagerChicago, IL , United States
George Fludas
George Fludas
Client Portfolio ManagerChicago, IL , United States
Gowtham Selvi
Gowtham Selvi
Quantitative AnalystChicago, IL , United States
Radhika Mahadevia
Radhika Mahadevia
Quantitative AnalystChampaign, IL , United States
Stephen Philip
Stephen Philip
Investment Consultant and Regional Vice PresidentChicago, IL , United States
Tharake Wijenayake
Tharake Wijenayake
Quantitative AnalystChicago, IL , United States
Yoni Maltsman
Yoni Maltsman
Quantitative AnalystPittsburgh, PA , United States