Senior Equity/Credit Analyst Resume New York, NY - Hire IT People

SUMMARY:

Buy - Side Analyst/Portfolio Manager with 19 years of experience covering the industrials, energy, material sectors and a passion for value investing. Experience across the capital structure; specializing in equity, convertible and high yield markets. Successful in leading and timing buy/sell recommendations.

TECHNICAL SKILLS:

Microsoft Office (Excel, Word, PowerPoint, Outlook), Bloomberg, Factset, Kynex, Reuters

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Portfolio Manager

Responsibilities:

Generated total return for 1 yr of 25.2% and 3-year average total return of 13.8%, outperforming the Russell 3000 by 910 basis points and 470 basis points, respectively.
Conducted deep fundamental research on selected investment targets and their industries to develop investment thesis, cash flow generation, business valuation, catalysts and risk factors.
Consult with management teams regarding critical drivers of value creation, including capital allocation and other strategic planning issues.

Confidential, White Plains, NY

Senior Equity/Credit Analyst

Responsibilities:

All Cap (4 star Mainstay MAP fund) and Large Cap Value strategies generating annualized alphas versus the Russell 3000 in excess of 550 Basis points over 15 years.
Produce investment ideas for all strategies within the energy, industrial and materials sectors utilizing our alpha generator investment process.
Identify positive change which is often signaled by certain events (Insider Buying, Share Repurchases, Sale or Spin of a Division, Management Change or Industry Consolidation)
Educated portfolio managers on the advantages of investing in convertibles within an equity strategy.
Built a team of junior analysts and oversaw their investment and career development.

Confidential, New York, NY

Vice President - Equity/Credit Research Analyst

Responsibilities:

Analyzed the equity and credit fundamentals of the technology, telecom and industrial sectors.
Made buy and sell recommendations for the convertible arbitrage fund, long-only convertible funds, out of the money convertibles fund, capital structure arbitrage fund (convertibles, equities, and high-yield) and two closed-end funds (convertibles, equities and high-yield.)
Successfully raised $825M in 2 IPOs of a closed-end funds (AVK-Advent Claymore Convertible Securities and Income Fund and LCM- Advent Claymore Enhanced Growth and Income).
Utilized Kynex to value the underlying components (Bond Value and Option Value) of the convertible securities.
Supervised, mentored, and guided junior analysts in building their investment acumen and practices.

Confidential, White Plains, NY

Vice President - Equity/Credit Research Analyst

Responsibilities:

Member of a multi-cap research team that managed the Equity Income (4 star) and Growth and Income Fund (4 star)
Analyzed the equity and credit fundamentals of the industrial, technology and materials sectors.
Prepared in-depth industry reviews to determine the recommended portfolio weighting for each industry, as well as which stocks we would like to buy and their target prices.
Interacted with company management, competitors, customers and suppliers in order to remain current on portfolio companies and their respective industries.

Confidential, New York, NY

Equity Research Analyst

Responsibilities:

Launched a 4 star value fund (FMC Strategic Value).
Focused on the industrial, energy and materials sectors, as well as corporate spin-offs.
Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis.
Firm was early investors in Berkshire Hathaway, with one of the founders on the board. Providing unique opportunities to attend meetings and review materials.

We provide IT Staff Augmentation Services!

Senior Equity/credit Analyst Resume

New York, NY

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship