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 tax considerations. •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. •Analyze earnings reports, conference calls, transcripts, market data, and industry publications. •Monitor and evaluate investment performance, executing adjustments as necessary, based on changing market conditions and company fundamentals. •Oversee the full life cycle of trade execution, including cost forecasting, entry and exit points, trade construction, and tax considerations.

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. •Maintained a comprehensive understanding of the markets, the overall economy, and the firm’s investment philosophy.

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.