Bryan Lloyd Email & Phone Number

Financial services sector analyst covering developed, emerging, and frontier markets

Researched and recommended new investment ideas as part of 7-member investment team that collectively managed approximately $32 billion of equities, convertibles, and high yield assets for retail and institutional clients. Selected by senior management to lead various research and development projects designed to improve and enhance existing investment processCovered the financial services and materials sectors using bottom-up fundamental analysis; formerly covered energy and telecommunications sectorsServed as the lead analyst on multi cap value equity strategy and large cap core strategy with approximately $130 million in combined assets.Presented investment process to prospective institutional clients and consultants.Reported directly to Co-Chief Investment Officer.

Employed market-based valuation methodologies and business model analysis to determine the value of fundamental drivers as implied by individual company stock pricesWorked with top-rated equity research analysts on applying valuation techniques in order to determine or validate investment recommendations in the consumer and business services sectorsConsulted with company management teams regarding critical drivers of value, divisional valuation, event analysis, acquisition analysis, resource allocation, and other strategic planning issuesContributed to research reports written by senior equity research analysts regarding the application of valuation methodologies for companies in the financial services, industrial, and consumer sectorsDesigned global valuation framework for banks and insurance companies used to value financial services companies worldwidePresented valuation analysis to institutional asset managers and published a research report outlining the methodology

Composed credit proposals for leveraged bank debt transactionsConstructed and analyzed cash flow models for sensitivity analysis

Forecasted bank financial statements and profitability for CFOPerformed comparative analysis of regional peer banks