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Phillip Nixon

@phillipnixon

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Senior portfolio manager and analytical Ph.D. driving high-yield strategies with quantitative risk models.

United States

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What I'm looking for

I’m looking for a data-driven role where I can lead portfolio strategy, quantify risk, and build forecasting and valuation models that improve efficiency and stakeholder value—while mentoring analysts and partnering with executives on investment decisions.

I’m an analytical, Ph.D.-credentialed corporate finance expert and portfolio strategist with 9+ years directing asset management, financial engineering, and quantitative risk modeling. I turn complex macroeconomic data and statistical analysis into high-yield investment strategies and robust corporate financial models that improve performance and reduce risk exposure.

In my most recent role as a Senior Financial Analyst & Portfolio Manager, I direct strategic asset allocation and capital budgeting, leading a team of 12 analysts to build scalable quantitative risk frameworks for enterprise portfolios. I’ve developed proprietary forecasting models that improved prediction accuracy by 33% and delivered 650K+ in annualized business value, while also reducing risk-exposure latency by 48% through database automation and query optimization.

Experience

Work history, roles, and key accomplishments

Current

Senior Financial Analyst and Portfolio

Current

Bank of America

Jan 2019 - Present (7 years 6 months)

Directed strategic asset allocation and capital budgeting for an enterprise portfolio, improving fund operational efficiency by 42%. Led a team of 12 analysts and built statistical forecasting and risk frameworks that increased prediction accuracy by 33%, generated $650,000 in annualized value, reduced risk-latency by 48%, and cut compliance reporting costs by 28% annually.

Financial Modeling Portfolio Optimization Capital Budgeting Quantitative Risk Modeling Forecasting SAS SQL Data Automation Compliance Reporting

Current

Corporate Finance & Valuation Consultant

Current

Upwork & Toptal

Jan 2018 - Present (8 years 6 months)

Delivered 150+ global consulting engagements across fractional CFO services, corporate valuation, and pitchbook creation for clients in 18 countries. Built automated inventory and cashflow optimization that saved 20+ hours of weekly reporting and increased capital allocation productivity by 55%, and refactored asset tracking models to reduce tax-planning overhead by an average of 28%.

Valuation Fractional CFO Pitchbook Financial Modeling Tax Planning Client Delivery Management

Investment and Unit Trust Analyst

Etica Capital

Jan 2017 - Jan 2019 (2 years)

Managed managed-fund data, institutional questionnaires, and portfolio compliance metrics, producing monthly performance factsheets and AGM-ready financial reporting. Evaluated macroeconomic factors and asset performance using Redis caching to speed real-time pricing feeds by 35% and supported asset valuation models used by 5,000+ retail and institutional investors.

performance reporting Macroeconomic Analysis Redis Real Time Pricing Feeds Financial Fact Sheet Automation

Corporate Financial Analyst

Wells Fargo

Jan 2016 - Jan 2017 (1 year)

Engineered automated financial data pipelines processing 5M+ analytical transaction records daily. Improved forecasting system accuracy by 37% via Excel/VBA macro overhauls, enhanced C-suite investment decision accuracy by 25%, and reduced reporting reconciliation errors by 22% using automated audit and regression test frameworks.

Data Pipelines Financial Forecasting Excel Macros Automation Audits Regression Testing Financial Reconciliations Data Automation

Education

Degrees, certifications, and relevant coursework

University of North Carolina at Chapel Hill

Doctor of Philosophy in Financial Economics, Financial Economics

Activities and societies: Published 4 peer-reviewed papers; focus on Quantitative Finance and Statistical Computing.

Ph.D. in Financial Economics with research focused on scalable quantitative models for real-time asset pricing and risk predictive systems. Published peer-reviewed work in financial economics and distributed metrics journals.

North Carolina State University

Master of Science in Financial Mathematics, Financial Mathematics

Grade: GPA: 3.9/4.0

Activities and societies: Graduate Research Assistant specializing in predictive algorithmic trading and macro-forecasting.

M.S. in Financial Mathematics emphasizing predictive algorithmic trading and macro-forecasting model development. Completed graduate research assistant work in quantitative finance.

Duke University

Bachelor of Science in Economics & Finance, Economics & Finance

Activities and societies: First Class Honors; Dean’s List (all semesters). Capstone: predictive analytics platform improving budget forecasting accuracy by 27%.

B.S. in Economics & Finance. Honors coursework included a capstone predictive analytics project improving corporate budget forecasting accuracy.