Sign in

You're signed outSign in or to get full access.

BZ

Bo Zhang

Portfolio Manager at LMR Partners LLP

New York, NY , United States

About

Bo Zhang is a Portfolio Manager at LMR Partners in New York, a role he has held since November 2022. In this capacity, he is responsible for managing multi-strategy investment portfolios, focusing particularly on credit and fixed income strategies within global markets. His expertise includes identifying and executing on market inefficiencies, risk management, and delivering consistent risk-adjusted returns.

Prior to joining LMR Partners, Bo served as Senior Vice President at One William Street Capital, where he specialized in structured credit, asset-backed securities, and other complex fixed income products from 2014 to 2022. He began his career at Bank of America Merrill Lynch, working in credit and structured finance roles, which provided him with a strong foundation in capital markets and quantitative analysis.

Bo holds a degree from Carnegie Mellon University’s Tepper School of Business, as well as degrees from Columbia Engineering and Fudan University, reflecting a robust academic grounding in both finance and engineering. His combination of technical and investment expertise has contributed to his reputation as a versatile portfolio manager adept at navigating multiple sectors, with a particular emphasis on credit, structured finance, and fixed income asset classes.

Career History

OrganizationRoleDate RangeDetails
LMR PartnersPortfolio ManagerNov 2022 to Present
One William Street CapitalSenior Vice PresidentSep 2014 to Oct 2022
Bank of America Merrill LynchAssistant Vice PresidentApr 2010 to Sep 2014

Education

Carnegie Mellon University - Tepper School of Business

2014 2017

Columbia Engineering

2008 2010

Fudan University

2004 2008

Skills & Expertise

Credit Derivatives
Portfolio Management
Quantitative Finance
Leadership
Business Strategy
Management
Team Building
Research
Microsoft Excel
Strategic Planning
Matlab
Python
Financial Modeling
Data Analysis
Derivatives
Electronics
Bloomberg
Science
VBA
Quantitative Analytics
Statistical Modeling
Fixed Income
Mandarin
Statistics
Engineering
Valuation

Others at LMR Partners LLP (37)

NameRoleLocation
Andrew Berger
Andrew Berger
Portfolio ManagerNew York, NY , United States
A
Andrew Rosen
Portfolio ManagerDelray Beach, FL , United States
Arjun Sharma
Arjun Sharma
Investment AnalystNew York, NY , United States
B
Burt Weiss
Portfolio ManagerHarrison, NY , United States
Eric Bergersen
Eric Bergersen
Portfolio Finance TraderNew York, NY , United States
Francois Drouin
Francois Drouin
Senior Portfolio ManagerNew York, NY , United States
Joshua Cheung
Joshua Cheung
Senior AnalystNew York, NY , United States
Justin Grant
Justin Grant
Portfolio Manager: Energy, Power and RenewablesNew York, NY , United States
K
Kuhn Tsai
Portfolio ManagerNew York, NY , United States
Matthew Zambetti
Matthew Zambetti
Head of TradingRye, NY , United States
Showing 1-10 of 37 team members

Similar Fund Managers

NameRoleFundLocation
A
Amber Fairbanks
Portfolio ManagerImpax Asset Management Group PLCBoston, MA , United States
D
David Kinsley
Senior Portfolio ManagerImpax Asset Management Group PLCNew Canaan, CT , United States
G
George Koshy
CEO and Chief Investment OfficerPolar Capital Holdings PLCNew York, NY , United States