Alexander Flick Email & Phone Number

Tampa, Florida, United States

• Sole investment analyst and portfolio manager responsible for all aspects of $7MM equity portfolio including company and industry analysis, stock selection, capital allocation, trade strategies, risk management, and.
• Develop investment plans for a variety of end goals including long-term growth, current cash requirements, retirement planning, capital stability, and tax efficiency.
• Institute a disciplined, long-term investing approach through multiple market cycles, uncertain economic outlooks, and changing dynamics.
• Develop and maintain proprietary valuation models and trade strategies from “the ground up”.
• Maintain an understanding of relevant sector dynamics, leveraging fundamental and quantitative screens to narrow toward investment ideas.
• Conduct fundamental analyses to assess a company’s financial health, including evaluations of balance sheets, cash flows, income statements, and key financial ratios.

Newark, Delaware, United States

• Responsible for $100MM client margin accounts and margin agreement processes including daily reporting to client margin balances, collateral valuation, trade settlement and regulatory compliance.
• Issued daily margin calls to clients as required for both standard and non-standard agreements.
• Generated daily regulatory reports on client margin balances, collateral activities, and portfolio reconciliations.
• Responsible for daily trading activities in client portfolios, instructing and monitoring collateral settlements, ensuring timely delivery and receipt of transactions, and investigating any counterparty fails.
• Served as primary point of contact for client onboarding and ongoing collateral management discussions, ensuring smooth transitions and efficient processes.
• Developed and maintained strong relationships with clients, providing exceptional service and addressing their collateral-related inquiries and concerns.

Princeton, New Jersey, United States

• Support the statistical operations and data processing for assigned testing programs.
• Performed statistical analysis and data processing tasks using proprietary software, Excel, and statistical software packages (e.g. SAS, R, Python).
• Prepared, modified, and validated critical components of statistical procedures and reports, score reporting, and technical documentation for internal and external clients.
• Contributed to research projects and special analyses.