EDUARDO GONZALEZ, CFA

Experience
2004 - Present DEUTSCHE BANK New York City, NY
Fundamental Analysis
• Part of a five-person team that manages over $1 billion for DWS in the Global Commodities
Fund.
• Analyze Alternative Energy sector (i.e. solar, wind, fuel cells, etc.) by examining a variety of
fundamental and technical factors.
• Meet with company management to vet their business strategies and financial statements.
• Examine soft commodities (i.e. corn, soy, sugar, livestock, etc.) market dynamics in terms of
supply and demand and assist portfolio management team in arriving at investment conclusions.

Quantitative Development Skills

• Engineer model portfolios using optimization tools that maximize analyst alpha signals.
• Develop risk reports and assist portfolio managers in analyzing risk exposures and characteristics
of portfolios.
• Create screens for buy ideas using stock selection models for various DWS funds from Latin
America to Global Commodities.
• Analyze correlations of various commodities ranging from livestock to oil.

Experience
2000 - 2004 AIM INVESTMENTS Houston, TX
Portfolio Management Skills
• Part of a three person team that managed the $500 million AIM Select Equity Fund, a US
domestic multi-cap, multi-sector, multi-style fund.
• Improved performance significantly since inheriting the fund in December 2002. Morningstar
rank improved from a 1 year number of 92nd percentile to a 1 year number of 20th percentile
versus peer group.
• Managed a $1 million incubated large cap core fund and a small cap value paper portfolio that
outperformed the S&P Barra Small Value by 24% since March 2002.
• Presented proprietary investment process to potential clients at various marketing engagements.

Quantitative Development Skills

• Developed numerous stock selection models used by various AIM funds from large cap growth to
small cap core funds to generate buy and sell ideas using backtesting techniques and statistical
analysis.
• Created proprietary sell model for large cap universe.
• Built and implemented a unique model process for AIM Private Asset Management that helped to
generate a record of over $1 billion in assets under management in 2003.

1997 - 2000 FACTSET RESEARCH SYSTEMS INC. Greenwich, CT

1999 - 2000 Quantitative Consultant
• Worked with clients to build ranking models and stock screening applications used to run
enhanced index funds and aide in cross-sectional equity research.
• Responsible for the expansion of quantitative sales that resulted in a 25% increase in sales.
• Played a key role in the expansion of FactSet’s quantitative products in Europe.

1997 - 1999 International Consultant

• Developed and maintained client relationships that represented 5% of FactSet’s overall revenues.
• Aided clients in building globally-oriented reports used by portfolio managers and analysts.
• Overlaid macro economic data onto fundamental data for clients.
• Assisted in the creation of proprietary historical benchmarks.

Education
1993 - 1997 CARNEGIE MELLON UNIVERSITY Pittsburgh, PA
Bachelors of Science in Economics and Business Administration

CHARTERED FINANCIAL ANALYST (CFA) designation awarded in 2003

Other
• Proficient in spoken and written Spanish.
• Proficient in FactSet, Bloomberg, Reuters and other financial software tools.
• Member of the QLC subcommittee Committee for a Green Hoboken