About
Alyson Strode is a Trader at Horizon Investments in Charlotte, NC, where she plays a central role in portfolio trading execution, risk management, and tactical asset allocation. She has been with Horizon Investments since 2016, specializing in trading for multi-asset portfolios, portfolio rebalancing, and implementation of large, complex trades across global markets.
Strode is recognized for her expertise in exchange-traded funds (ETFs), particularly within tactical asset allocation and risk-managed investment strategies. She is deeply involved with trading domestic and international ETFs, applying strategies that blend equity and fixed income exposure through ETF structures, and leveraging relationships with ETF counterparties to optimize execution and minimize tracking error.
Before Horizon Investments, Strode accrued over a decade of trading experience at Curian Capital, advancing from Trading Assistant to Senior Equity Trader, where she focused on equity and ETF trading for diversified client portfolios. She holds a Bachelor of Science in Finance from the University of Denver, and is noted for her significant operational and trading expertise in portfolio implementation, contributing to efficient and cost-effective trade execution in the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Horizon Investments | Trader | Oct 2016 to Present | — |
| Curian Capital | Senior Equity Trader | Nov 2006 to Apr 2016 | Processed and monitored investments, liquidations, rebalances and portfolio manager updates daily. Created, developed and utilized relationships with market centers to create best executions.
• Gener... |
| Curian Capital | Purchase and Sales and Trading Assistant | Jan 2004 to Jan 2006 | Monitored manual trades, assisted traders, reconciled and researched trade breaks.
• Scanned the NASDAQ Workstation daily to verify manual trades with Curian’s Market Centers.
• Processed daily reconc... |
| Curian Capital | Corporate Actions and Internal Control Specialist | Jan 2003 to Jan 2004 | Monitored Curian’s Security Master for all corporate actions and balanced Curian’s firm cash and share positions.
• Balanced firm cash and researched any out of balances.
• Balanced DTC (Depository Tr... |
| Colorado PERA | Assistant Equity Traders Desk | May 2002 to Aug 2003 | • Promoted accurate accounting system by reconciling and researching any discrepancies in daily cash and share positions against custodian bank’s data
• Ensured positive balances in 15 equity portfoli... |
| OppenheimerFunds | Fund Analyst II - Securities Analysis Syndicated Loan Desk | Oct 2000 to Apr 2002 | • Worked closely with vendor and custodian bank in the development of a web based compliance system for CDO products
• Analyzed daily compliance tests for CDOs and resolved portfolio’s and custodian’s... |
| OppenheimerFunds | Fund Analyst II - Non-Regulated Funds Specialist | Mar 1999 to Oct 2000 | • Responsibilities in addition to Fund Analyst I: Completed daily interest tie-out of syndicated loans and researched any discrepancies
• Processed all loan paydowns and verified that all loan and bon... |
Education
University of Denver
Bachelor of Science (BS), Finance
1992 — 1996
Others at Horizon Investments, LLC (12)
| Name | Role | Location |
|---|---|---|
| Senior Analyst | New York, NY , United States | |
| Senior Analyst | Charlotte, NC , United States | |
| Head of Research and Quantitative Strategies | Charlotte, NC , United States | |
| Senior Portfolio Manager | Charlotte, NC , United States | |
| Analyst | Charlotte, NC , United States | |
| Chief Investment Officer | Charlotte, NC , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
D Dmitry S. | Analyst | Charlotte, NC , United States |
| Quantitative Investment Analyst | Waxhaw, NC , United States | |
| Senior Analyst | Charlotte, NC , United States |
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| Director, Portfolio Manager | Sterling Capital Management LLC | Charlotte, NC , United States | |
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