Ben K.

Ben K. Email and Phone Number

Investor / Analyst / Leader
Ben K.'s Location
Boston, Massachusetts, United States, United States
Ben K.'s Contact Details

Ben K. work email

Ben K. personal email

n/a
About Ben K.

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.

Ben K.'s Current Company Details

Investor / Analyst / Leader
Ben K. Work Experience Details
  • Next Click Partners
    Managing Director
    Next Click Partners Apr 2021 - Aug 2024
    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.
  • Gw&K Investment Management
    Principal
    Gw&K Investment Management Nov 2006 - Feb 2020
    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
  • Butterfield Asset Management
    Vice President
    Butterfield Asset Management Oct 2003 - Oct 2006
    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
  • Nuveen, A Tiaa Company
    High Yield Analyst
    Nuveen, A Tiaa Company Oct 1999 - Sep 2003
    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
  • Abn Amro Bank N.V.
    Credit Analyst
    Abn Amro Bank N.V. Mar 1998 - Oct 1999
    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

Ben K. Skills

Equities Valuation Investments Credit Analysis Bonds Fixed Income Bloomberg High Yield Credit Alternative Investments Finance Portfolio Management Loans Financial Modeling Asset Management Capital Structure Asset Allocation Investment Management Financial Analysis Hedge Funds Mutual Funds Capital Markets Financial Structuring Derivatives Structured Finance Due Diligence Equity Research Investment Advisory Trading Investment Strategies Series 7 Wealth Management Securities Asset Managment

Ben K. Education Details

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.

Not the Ben K. you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.