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Sathish Karthikeyan
Investment Analyst at Strategic Investment Management, LLC
About
Sathish Karthikeyan is an Investment Analyst at Strategic Investment Group in Washington, DC, where he supports the construction and monitoring of customized investment portfolios for institutional clients. His role involves rigorous risk analysis and providing insights on portfolio performance and asset allocation, with exposure to a broad range of asset classes, including traditional equities and fixed income, as well as alternative investments such as hedge funds, real estate, and private equity. He contributes to developing strategic recommendations to maximize returns and supports the firm’s Outsourced CIO solutions, focused on sophisticated portfolio management and tailored investment approaches.
Prior to joining Strategic Investment Group in July 2023, Sathish was an Undergraduate Research Assistant and Teaching Assistant for Economics at Davidson College, where he analyzed market trends and supported quantitative economics research from 2021 to 2023. This academic foundation helped to hone his analytical and research skills, enabling effective collaboration with investment and research professionals on multifaceted portfolio strategies.
Sathish earned a Bachelor of Science in Economics and Computer Science from Davidson College, bringing an interdisciplinary approach to investment analysis that leverages both quantitative methods and economic theory. His early experience also includes academic training at St. Mary’s International School. Sathish’s expertise spans portfolio risk management, real asset evaluation, and data-driven investment research, supporting Strategic’s mission to deliver value-enhancing, client-focused investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategic Investment Group | Investment Analyst | Jul 2023 to Present | — |
| Davidson College | Undergraduate Research Assistant | May 2021 to May 2023 | — |
| Davidson College | Economics Teaching Assistant | Jan 2021 to May 2023 | — |
| Davidson College | Computer Science Grading Assistant | Aug 2020 to May 2023 | — |
| Davidson College | International Student Admissions Ambassador | Aug 2020 to May 2023 | — |
| Davidson College | Men's Basketball Team Manager | Aug 2019 to Nov 2020 | — |
| Strategic Investment Group | Investment Analyst Intern | Jun 2022 to Aug 2022 | — |
| FinSiteful | Independent Contractor | Jan 2022 to May 2022 | — |
| Sapere Aude Consortium, Inc. | Investment and Wealth Management Intern | Jun 2021 to Aug 2021 | — |
Education
Davidson College
Bachelor of Science - BS, Economics and Computer Science
2019 — 2023
St. Mary's International School
2015 — 2019
Others at Strategic Investment Management, LLC (18)
| Name | Role | Location |
|---|---|---|
| Analyst | Philadelphia, PA , United States | |
| Associate - Quantitative Research | Washington, DC , United States | |
| Deputy Chief Investment Officer | Washington, DC , United States | |
S Stephen Werner | Associate | United States |
| Analyst | Arlington, VA , United States | |
| Investment Analyst | Notre Dame, IN , United States | |
| Senior Associate | Washington, DC , United States | |
C Caroline Koontz | Investment Analyst | Arlington, VA , United States |
| Associate | Washington, DC , United States | |
| Analyst | Chapel Hill, NC , United States |
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