Summary
Overview
Work History
Education
Languages
Affiliations
Timeline
Generic

Teddy Homsy

London

Summary

Strategic consultant with over six years of experience in supporting portfolio managers in investment risk, performance attribution, and data-driven decision-making. Proven ability to deliver strategic transformation projects, optimize workflows, and engage effectively with senior stakeholders across asset classes.

Overview

8
8
years of professional experience

Work History

Senior Strategic Consultant

FactSet
London
10.2024 - Current
  • Led investment analytics projects to enhance portfolio construction and risk analytics across asset classes.
  • Optimized middle offices' workflows by integrating GenAI tools to improve risk management, strategy development, and performance reporting.
  • Directed commercial negotiations, driving a 23% revenue increase.
  • Mentored consultants, enhancing the department's analytical capabilities.

Strategic Consultant

FactSet
London
08.2022 - 10.2024
  • Managed the implementation of ex-ante risk models, including Axioma and FactSet’s Multi-Asset Class risk models.
  • Oversaw large-scale financial data integration (interest rates, credit ratings, bond characteristics) to support fixed income quantitative portfolio managers.
  • Led the transition of a Front Office team from a legacy risk provider to FactSet, securing £500K in annual revenue.
  • Provided customized investment risk solutions for asset managers, aligning analytics with investment objectives.

Senior Consultant

FactSet
Dubai
10.2018 - 08.2022
  • Delivered equity and fixed income performance attribution analysis (Brinson, Yield Curve Decomposition, DTS Attribution).
  • Automated performance reporting workflows, reducing errors and enhancing efficiency.
  • Integrated FactSet API with Power BI, enabling real-time portfolio analytics.
  • Advised clients on GIPS-compliant reporting, including composite construction and regulatory alignment.

Co-founder

Legato Start-Up
Beirut
05.2017 - 10.2018
  • Designed and pitched a business plan to investors, securing initial funding.
  • Developed a strategic market entry framework, leveraging strong professional networks across the Middle East.

Education

CFA Charterholder – CFA Institute -

05.2024

Bachelor of Business Administration - Finance

American University of Beirut
01.2018

Languages

  • English, French, and Arabic (fluent)

Affiliations

  • Actively manage an ETF and equity portfolio with a focus on quantitative risk analysis and performance optimization.
  • Angel investor in an EdTech start-up, contributing to investment strategy.
  • Passionate about financial markets, investment strategies, music, and fitness.

Timeline

Senior Strategic Consultant

FactSet
10.2024 - Current

Strategic Consultant

FactSet
08.2022 - 10.2024

Senior Consultant

FactSet
10.2018 - 08.2022

Co-founder

Legato Start-Up
05.2017 - 10.2018

CFA Charterholder – CFA Institute -

Bachelor of Business Administration - Finance

American University of Beirut

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Teddy Homsy