Cristobal Gonzalez Email & Phone Number

Chicago, Il, Us

St. Louis, Missouri, Us

St. Louis, Missouri, Us

St. Louis, Mo, Us

• Perform fundamental valuation analysis through different frameworks to support the coverage of ~50 stocks; have specialized in banks, payments, services, online advertising, media and Internet stocks• Conduct management meetings and financial advisor client events to provide actionable ideas and build client relations• Research, write and publish timely and insightful reports on emerging technologies and quarterly earnings updates• Monitor and synthesize domestic and international economic data to identify investment ideas and key investment risks• Build and maintain detailed financial models to easily quantify drivers and assess the impact of any changes• Met with companies’ management teams to optimize data and create investment mosaic

St. Louis, Mo, Us

Milwaukee, Wisconsin, Us

• Supported the portfolio managers of the Value Plus Fund; research focused on small cap, dividend paying companies• Performed extensive fundamental analysis, modeling and valuation on prospective investments and presented ideas to the portfolio management teams• Met with companies’ management teams to optimize data and create investment mosaic

Nashville, Tennessee, Us

• Creator of Avondale’s Beige Book Sentiment Index; developed a proprietary and dynamic Excel algorithm to quantify the commentary and sentiment from each of the 12 Federal Reserve districts for the last 14 years into a leading economic index. 78% correlation to the Russell 3000 from 2007-2014• Developed quarterly financial models for initiation reports and updated existing models• Assisted with investment thesis, market research, forecasting, fundamental research, financial statement analysis and valuation for 2 newly initiated companies• Conducted extensive industry research on healthcare staffing, data management platforms and employment trends

Milwaukee, Wi, Us

• Prepared & analyzed daily inventory risk report that summarizes key components of the equity and fixed income securities that are held on the firms balance sheet• Prepared & analyzed daily fixed income and equity counterparty risk reports that highlight key aspects of the firm's trading activity for institutional clients (banks, broker dealers, insurance companies, investment advisors, hedge funds, etc.) of the Fixed Income and Equity Trading desks• Obtained and updated financial information on new and existing trading counterparties on a recurring basis• Performed weekly sensitivity analysis to illustrate hypothetical loss due to change in interest rates• Created, analyzed and monitored counterparty trading exposure while preventing failed trades• Researched and updated counterparties’ financials to determine financial risk and establish trading limits• Streamlined and automated daily reports through the use of VBA, reducing completion time by approximately 50%

Milwaukee, Wi, Us

• Completed a rotational program in different sections of the Operations Department including: Reorg, Bonds, Dividends, Stock Loans and Financing• Identified, pledged, or recalled inventory positions used in connection with Tri-Party Repo trades Coordinated the movement of collateral between Baird and Bank of New York (BONY)• Performed company’s daily bank reconciliation• Rotated through sections of Operations including Reorg, Bonds, Dividends, Stock Loans and Financing

Milwaukee, Wi, Us

Paid position that required 15-20 hours per week and the main objective of the committee was to allocate over $750,000 per academic year in funds to registered student organizations on campus via a detailed process that was fair and that it adhered to all UWM policies, all UW system policies, all relevant local, state and federal laws as well as constitutional mandates requiring viewpoint neutrality in all of our decision making.Changed and adapted a more effective funding process to help maintain a balanced budget, while reducing human capital spending and significantly improving budget allocations.