Financial/Investment Analyst | Business Manager
Phineus Partners, Lp, Acquired By Calamos Invements
San Francisco Bay Area
Over the course of 15 years, Phineus has demonstrated its ability to deliver solid performance through an institutional-strength long/short strategy that combines the best of bottom-up equity investing with macro-analysis. In 2015, Calamos Investments acquired Phineus Partners LP. KEY ACHEIVMENTS• Built forecasting models based on corporate fundamentals and energy-industry research to strengthen investment strategies of hedge funds• Enhanced monitoring of product markets and energy supply chains by creating self-updating report system• Redesigned client report system based to communicate fund performance and market conditions• Managed and improved operations, compliance, accounting, and administration