Profil
Mr. Eric Zhou is a Senior Portfolio Manager & Senior Vice President at Neuberger Berman Investment Advisers LLC.
He joined the firm in 2016 and has over 14 years of industry experience.
He is an Portfolio Manager for the Option Group at the firm, where he is focused on the implementation of investment strategy, quantitative research, and derivative strategy modeling related to the firm’s option and volatility based strategies.
Before joining Neuberger Berman, he was a Research Analyst at Horizon Kinetics where he worked primarily on derivatives- related research, and also supported the Firm’s broader research efforts.
Previously, he worked for UBS Wealth Management.
He received a BS degree from the Carroll School of Management at Boston College and an MA degree in the Mathematics of Finance from Columbia University.
Postes actifs de Eric Zhou
| Sociétés | Poste | Début |
|---|---|---|
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis. | Analyst-Equity | 01/01/2016 |
Anciens postes connus de Eric Zhou
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 31/12/2013 |
Kinetics Asset Management LLC
Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management, along with their affiliates, conducts their own proprietary in-house research consisting primarily of a qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. Kinetics manages accounts primarily by investing, trading and dealing in public securities of all kinds and descriptions, including, but not limited to, equity, debt, convertible securities, bank loans, preferred stock, options, warrants, trade claims, and monetary instruments. On behalf of their clients, Kinetics may also invest in arbitrage and special situations, both long and short securities positions, option arbitrage, international arbitrage, and other strategies. | Analyst-Equity | - |
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance HKAM is a contrarian (fact-based) investor. The firm conducts their own proprietary in-house research consisting primarily of qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. | Analyst-Equity | - |
Formation de Eric Zhou
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance HKAM is a contrarian (fact-based) investor. The firm conducts their own proprietary in-house research consisting primarily of qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. | Finance |
Kinetics Asset Management LLC
Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management, along with their affiliates, conducts their own proprietary in-house research consisting primarily of a qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. Kinetics manages accounts primarily by investing, trading and dealing in public securities of all kinds and descriptions, including, but not limited to, equity, debt, convertible securities, bank loans, preferred stock, options, warrants, trade claims, and monetary instruments. On behalf of their clients, Kinetics may also invest in arbitrage and special situations, both long and short securities positions, option arbitrage, international arbitrage, and other strategies. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis. | Finance |
The Carroll School
The Carroll School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















