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BK

Bahrudin Kajtezovic

Senior Associate at Ethic Inc.

New York, NY , United States

About

Bahrudin Kajtezovic is a Senior Associate at Ethic, based in New York, NY, where he is responsible for supporting portfolio management activities and contributing to client solutions in sustainable and values-based investment strategies. In this role, he focuses on integrating environmental, social, and governance (ESG) criteria into investment processes, serving institutional and high-net-worth clients seeking to align their portfolios with specific sustainability or impact goals.

Previously, Bahrudin worked as a Performance Analyst at City National Rochdale, where he provided investment performance analytics across various asset classes, including equities, fixed income, and multi-asset strategies. He also served as a Consultant in Portfolio Systems at Grandfield & Dodd, LLC, advising on portfolio management technology and operational improvements for registered investment advisors and family offices.

Bahrudin holds an MBA in Technology Management with a concentration in Finance and a Bachelor's degree in Business Administration, Management and Operations, both from SUNY Polytechnic Institute. He also earned an Associate’s degree in Business Administration and Management from Mohawk Valley Community College, building a strong foundation in investment analysis, technology integration, and operational efficiency in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
EthicSenior AssociateApr 2025 to Present
City National RochdalePerformance AnalystJun 2024 to Apr 2025
Grandfield & Dodd, LLCConsultant - Portfolio SystemsAug 2023 to Jun 2024
Grandfield & Dodd, LLCDirector - Portfolio SystemsMar 2015 to Aug 2023
Steinberg Asset ManagementAssociateNov 2007 to Mar 2015
Strategic Financial Services, Inc.Operations SpecialistJul 2003 to Nov 2007
HSBCCSRAug 2001 to Jul 2003
LCMGI / XEROX CORPQuality ControllerApr 1997 to Aug 2001

Education

SUNY Polytechnic Institute

MBA, Technology Management with concentration in Finance

2004 2006

SUNY Polytechnic Institute

Bachelor's degree, Business Administration, Management and Operations

2001 2003

Mohawk Valley Community College

Associate's degree, Business Administration and Management, General

1999 2001

Skills & Expertise

Performance Reporting
Attention to Detail
Automation
Operations
Cost Basis Reporting
Trade Support
Contract Negotiation
Skilled Multi-tasker
Cross-functional Team Leadership
Business practice improvement
Relationship Building
Critical Thinking
Communication
Composites performance
ACD
CTM
REX
Moxy
Third-Party Vendor Management
FactSet
Project Management
Advent
Bloomberg
Omgeo Oasys
Omgeo Alert
Portfolio Performance Analysis
Account Reconciliation
Operations Management
Settlement
Corporate Actions
Hedge Funds Performance Analysis
Analysis
Customer Service
Finance
Investment Management
Management
Microsoft Excel
Microsoft Office
Portfolio Management

Others at Ethic Inc. (4)

NameRoleLocation
Heath Palos
Heath Palos
Portfolio ManagerWashington, DC , United States
Xiaoyue He
Xiaoyue He
Portfolio ManagerNew York, NY , United States
R
Robert Barrett
Portfolio ManagerNY , United States
R
Rob Wilson
Portfolio ManagerNew York, NY , United States

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