Dedicated Equity Research Analyst skilled in building complex cashflow models producing valuations of companies within consumer sector. Adept at preparing research reports and presenting recommendations to senior management.
Overview
8
8
years of professional experience
Work History
Equity Analyst
Seeking Alpha
01.2023 - Current
Regularly publish in-depth analyses on market trends, individual stocks in many different industries (semiconductor, gaming, industrials, oil, tech), and investment strategies that have garnered significant attention and recognition for their insightful analysis and thoughtful commentary through DCF analysis and macro/micro assessment
Evaluated company financials, including revenue growth, profitability, and valuation metrics, to make investment recommendations
Developed Excel models and utilized financial analysis tools to support investment decision-making processes
Authored research reports and investment articles, contributing thought leadership and expertise to the finance community
Deliver timely and relevant insights by conducting thorough research and analysis and leveraging expertise in financial planning and analysis, portfolio management, and financial statement analysis.
Financial Advisor
Kempton Asset Management
12.2021 - 09.2022
Generated new business by developing and implementing successful marketing and sales strategies that effectively communicated the value of Kempton Asset Management's services to potential clients
Provided strategic financial planning guidance to clients using expertise in financial planning and analysis, portfolio management, and financial statement analysis.
Derivatives Specialist
State Street International
08.2016 - 08.2020
Successfully migrated 2,000+ OTC derivative securities to a new cloud-based in-house system, maximizing trade processing and valuation efficiency
Conducted numerous UATs and quality assurance tests, effectively communicating with the IT team to implement findings
Demonstrated expertise in pricing a wide range of over-the-counter securities, including Credit Default Swaps, Interest Rate Swaps
Trained and oversaw a high-performing derivatives team in Gdansk, Poland, ensuring consistent quality and adherence to best practices.