Daniel Moore, Cfa Email & Phone Number

Equity analyst with 15 years experience and a demonstrated track record providing investment recommendations to institutional investors and portfolio managers. Well-rounded, holistic, value driven investment approach shaped by a unique blend of experience including seven years sell-side, six years buy side, two years risk management, extensive study of behavioral finance). Strong financial modeling skills, including P&L and cash flow forecasting, equity valuation and sensitivity analysis. Extensive investment operations capabilities: portfolio analytics, building real-time P&L tracking and portfolio exposure models. Capable of wearing multiple hats, including research, trading, execution, allocation, portfolio analysis and risk management. Thorough understanding of traditional risk management models and metrics including both capabilities and shortcomings. Makes the team better and always puts interest of the client and business first.

Listed skills include Equities, Financial Modeling, Portfolio Management, Investments, and 6 others.