Functional Skills
Financial Modeling
Investor Relations
Forecasting / Projections
Primary Research
Communications
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
CFAChartered Financial Analyst
Sector Experience
Retail
Financial Services
Business Services
Energy
Technology
1
hour
Avg Response Time
32
years
Years of Experience
1/17
Member Since
Experience
Skyden Capital Management
Finance
Principal / Analyst / Portfolio Manager
Leverage 20 yrs of analytical experience to find timely long/short investing ideas within the Skyden, Capital, LP hedge fund; Now private
One of many sub-mgrs in TopWater Fund/funds for several yrs before closing
Extensive fundamental analysis experience incl: Attending industry/co events; Meeting with Sr. mgt; Analyzing earnings releases/financials; Listening to calls; Working with Investor Relations personnel/CFOs; Building projection models; Writing reports / Crafting presentations
One of many sub-mgrs in TopWater Fund/funds for several yrs before closing
Extensive fundamental analysis experience incl: Attending industry/co events; Meeting with Sr. mgt; Analyzing earnings releases/financials; Listening to calls; Working with Investor Relations personnel/CFOs; Building projection models; Writing reports / Crafting presentations
Pali Capital, Inc
Finance
Managing Director - Equities
First Pali equity research analyst leading to launch of successful research department
Developed actionable research calls for equity and derivative traders & sales traders
Interacted daily with hedge & mutual fund managers sharing insights and trading ideas
Managed small in-house account with success leading to launch of Skyden Capital, LP
Developed actionable research calls for equity and derivative traders & sales traders
Interacted daily with hedge & mutual fund managers sharing insights and trading ideas
Managed small in-house account with success leading to launch of Skyden Capital, LP
UBS Securities, LLC
Finance
Managing Director - Senior Equity Analyst
Second in command of highly-ranked 12 member equities research franchise led by industry veteran
Key liaison with companies covered; responsible for EPS/ratings changes; note/report writing
Extensive experience analyzing natural gas spot / futures markets & setting price forecast
Continuously interacted with institutional sales force, traders, & portfolio manager clients
Regularly on morning/afternoon research calls; media trained - live CNBC / radio appearances
Key liaison with companies covered; responsible for EPS/ratings changes; note/report writing
Extensive experience analyzing natural gas spot / futures markets & setting price forecast
Continuously interacted with institutional sales force, traders, & portfolio manager clients
Regularly on morning/afternoon research calls; media trained - live CNBC / radio appearances
PaineWebber Incorporated
Finance
Associate Analyst - Equity Research
Worked with top-ranked equities analyst in all aspects of natural gas pipeline / marketer / MLP analysis
Conducted extensive financial modeling, note / report writing, company contact, idea generation
Facilitated fluid and consistent communication of ideas / views to internal & external clients
Conducted extensive financial modeling, note / report writing, company contact, idea generation
Facilitated fluid and consistent communication of ideas / views to internal & external clients
Kidder Peabody & Co / Moody's Investors Service
Finance
Research Analyst
Provided extensive modeling, analytical, & written support to several senior analysts