Yuzhe Shi

Yuzhe (Steven) Shi is a Portfolio Manager at LMR Partners, serving in this capacity since December 2022. His primary responsibilities include managing portfolios focused on event-driven and index rebalance strategies, leveraging his expertise to identify and capture opportunities arising from corporate actions and index composition changes. At LMR, he operates within the firm’s global multi-strategy platform, which specializes in equity, event, and other major asset classes, with a particular focus on sophisticated institutional investments.

Previously, Yuzhe Shi held senior roles at leading investment firms, including as Analyst at Balyasny Asset Management and Associate in Quantitative Trading at J.P. Morgan, where he developed and executed quantitative trading strategies across a range of liquid asset classes. His career progression reflects strong expertise in systematic event-driven investing and quantitative analysis, with a consistent focus on global equity and multi-asset strategies.

He holds degrees from the University of Pennsylvania and Duke University, as well as foundational training from Shanghai Foreign Language School. Yuzhe Shi is recognized for his advanced analytical skills and has contributed to the development of innovative event arbitrage and index rebalance approaches in the investment industry.