Eric Mccart Email & Phone Number

Charlotte, Nc, Us

Charlotte Metro

Consumer & Retail

Kennesaw, Georgia, United States

Kennesaw, Georgia, United States

Kennesaw, Georgia, United States

Guided a team of 6 analysts in the creation and presentation of buy/sell equity reports.

Kennesaw, Georgia, United States

• Financial modeling of discounted cash flow, comparable company analysis, and dividend discount model.• Created and presented equity reports to advisors and industry leaders.• Analyzed general market trends, performed industry overviews, and identified key economic drivers per industry.• Selected as one of three analysts to be hired on as a freshman in an organization comprised of upper classman.

Atlanta Metropolitan Area

• Worked closely with Portfolio Managers on the underwriting of various companies ranging from $20MM to $2B in revenue.• Worked on various credit vehicles such as revolving lines of credit, term loans, and purchasing cards.• Delivered case study assignments putting into practice underwriting skills and knowledge.

• Screened and pitched equities for different model portfolios totaling $2B AUM.• Built out various financial models with sensitivity analysis to assist in equity valuation and portfolio decisions.• Back-tested various ideas on Bloomberg to help develop investment strategies for different model portfolios.• Assisted analysts with analysis and recommendations on client investment research requests.• Created and sent out report detailing market and portfolio performance as well as… Show more • Screened and pitched equities for different model portfolios totaling $2B AUM.• Built out various financial models with sensitivity analysis to assist in equity valuation and portfolio decisions.• Back-tested various ideas on Bloomberg to help develop investment strategies for different model portfolios.• Assisted analysts with analysis and recommendations on client investment research requests.• Created and sent out report detailing market and portfolio performance as well as commentary on earnings and economic releases.• Achieved Bloomberg Market Concepts Certification. Show less

Duluth, Georgia, United States

• Participated in client meetings to discuss retirement planning, employee stock options, and tax alternatives.• Analyzed ISO and RSU stock options to identify value to client under various vesting schedules.• Researched client tax benefits of offshore accounts, foreign country residency tax relief, etc.