Ben K. work email
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Ben K. personal email
As a seasoned professional with over two decades in investment management and the CFA designation, I have honed my expertise in managing bond portfolios, credit analysis and communicating with clients.I did embrace a new challenge in the advertising technology sector with an entrepreneurial company over the past few years, where I applied my financial acumen in various roles, focusing on financial content, branding, and enhancing financial well-being. However, I am looking to return to investment management. My foundation as a Senior Credit Analyst is built on a deep understanding of corporate bond and preferred markets. My role involved comprehensive management of corporate bond processes and effective communication of these strategies to clients. I excel in bottom-up credit analysis, evaluating companies across fundamental, valuation, technical, and ESG parameters to drive informed investment recommendations. I am currently studying for the CFP certification to further my education in the financial world.
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Managing DirectorNext Click Partners Apr 2021 - Aug 2024Boston, Massachusetts, United StatesNCP is a digital marketing company that provides financial advice to the 65% of the U.S. that doesn’t have a financial advisor. -
PrincipalGw&K Investment Management Nov 2006 - Feb 2020Boston, Massachusetts, United States• Frequently met with existing and prospective clients and consultants to discuss our corporate and taxable bond strategies and process and Perpetual Preferred strategy • Managed GWK's corporate process and exposure through fundamental and quantitative analysis • Performed in-depth credit analysis on individual companies across a broad spectrum of industries -
Vice PresidentButterfield Asset Management Oct 2003 - Oct 2006Hamilton, Bermuda• Led and developed the Credit Analysis function for BAM: Managed the security selection process and ongoing surveillance with detailed fundamental credit analysis on investment grade corporations, credit derivatives and structured products to four portfolio managers • Led the continued development of the corporate bond process and strategy by devising credit templates for the various issuers, bond market sectors and monthly strategy meeting • Managed the selection and due diligence of high yield funds in BAM's fund of funds product by reviewing prospectuses, conducting manager meetings and interacting with investment advisors/sales representatives
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High Yield AnalystNuveen, A Tiaa Company Oct 1999 - Sep 2003Chicago, Illinois, United States• Prepared credit proposals for senior bank loans and high yield/distressed bonds in various industries • Performed due diligence meetings with prospective and actual investors in the funds -
Credit AnalystAbn Amro Bank N.V. Mar 1998 - Oct 1999Chicago, Illinois, United States• Completed ABN AMRO's 12-week credit-training program • Structured loans and prepared credit analysis for the commercial lending department • Participated in loan committees and met with business leaders to discuss their needs and operations
Ben K. Skills
Ben K. Education Details
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Economics
Frequently Asked Questions about Ben K.
What is Ben K.'s role at the current company?
Ben K.'s current role is Investor / Analyst / Leader.
What is Ben K.'s email address?
Ben K.'s email address is be****@****ers.com
What schools did Ben K. attend?
Ben K. attended Northwestern University.
What skills is Ben K. known for?
Ben K. has skills like Equities, Valuation, Investments, Credit Analysis, Bonds, Fixed Income, Bloomberg, High Yield, Credit, Alternative Investments, Finance, Portfolio Management.
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