Managing Director
NCP is a digital marketing company that provides financial advice to the 65% of the U.S. that doesn’t have a financial advisor.
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@nextclickpartners.com
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Ben K. is listed as Investor / Analyst / Leader based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at nextclickpartners.com and a matched LinkedIn profile for Ben K..
Ben K. previously worked as Managing Director at Next Click Partners and Principal at Gw&K Investment Management. Ben K. holds Bachelor'S Degree, Economics from Northwestern University.
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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.
Listed skills include Equities, Valuation, Investments, Credit Analysis, and 30 others.
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Boston, Massachusetts, United States
NCP is a digital marketing company that provides financial advice to the 65% of the U.S. that doesn’t have a financial advisor.
Boston, 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
Hamilton, 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
Chicago, 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
Chicago, 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
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Ben K. is listed as Investor / Analyst / Leader.
AeroLeads has found 1 work email signal at @nextclickpartners.com for Ben K..
Ben K. is based in Boston, Massachusetts, United States.
Ben K. has worked for Next Click Partners, Gw&K Investment Management, Butterfield Asset Management, Nuveen, A Tiaa Company, and Abn Amro Bank N.V..
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Ben K. holds Bachelor'S Degree, Economics from Northwestern University.
Ben K. is listed with skills including Equities, Valuation, Investments, Credit Analysis, Bonds, Fixed Income, Bloomberg, and High Yield.
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