• Prepare profit/loss analyses for securities accounts that include calculations of trading profits for closed/open-end funds, equities, futures, options, debt instruments, alternative investments, currency swaps, limited partnerships, REITs, and other investments.• Conduct account assessments with counsel for securities litigation matters that include IRR calculations, asset allocation analyses, credit quality and geographic concentration evaluations, hypothetical portfolio performance… Show more • Prepare profit/loss analyses for securities accounts that include calculations of trading profits for closed/open-end funds, equities, futures, options, debt instruments, alternative investments, currency swaps, limited partnerships, REITs, and other investments.• Conduct account assessments with counsel for securities litigation matters that include IRR calculations, asset allocation analyses, credit quality and geographic concentration evaluations, hypothetical portfolio performance, repurchase loan and leverage analyses, tax-savings analyses, portfolio turnover, and trading cost schedules. • Perform in-depth analyses of financial statements and other company disclosures to determine liquidity and estimated value of non-traded securities including REITs, Alternatives, and Business Development Companies. Show less

Managed a team of analysts that supported portfolio management and related services to a client base of 40 community banks with investable assets totaling $6 Billion. Daily activities included:• Participated in daily meetings with portfolio managers• Researched various fixed income offerings and secondary market availability• Performed due diligence on selected bonds including optionality, prepayment, extension, and rate risk• Performed in-depth analysis of financial statements… Show more Managed a team of analysts that supported portfolio management and related services to a client base of 40 community banks with investable assets totaling $6 Billion. Daily activities included:• Participated in daily meetings with portfolio managers• Researched various fixed income offerings and secondary market availability• Performed due diligence on selected bonds including optionality, prepayment, extension, and rate risk• Performed in-depth analysis of financial statements and other disclosures in order to further assess credit risk exposure Served as a member of the Executive Management Team. Topics discussed at weekly meetings included:• Current economic and financial market climate• Marketing and business development• Employee recruiting/retention • Overall strategic direction of the firm Show less

Served as analyst that supported portfolio management and related services to a client base of 40 community banks with investable assets totaling $6 Billion. Activities included:• Monitored fixed income portfolio performance• Participated in quarterly client portfolio and overall balance sheet management meetings• Constructed and refined client bank financial models in order to forecast earnings, perform variance/trend analyses, assess key performance indicators, and perform/assess… Show more Served as analyst that supported portfolio management and related services to a client base of 40 community banks with investable assets totaling $6 Billion. Activities included:• Monitored fixed income portfolio performance• Participated in quarterly client portfolio and overall balance sheet management meetings• Constructed and refined client bank financial models in order to forecast earnings, perform variance/trend analyses, assess key performance indicators, and perform/assess results of varying stress and rate simulation analyses. Show less

Partner in brokerage team managing equity and fixed income investments for a broad client base. Areas of focus included:• Establishing investment policy statements, assessed client objectives and risk parameters • Utilized fundamental and technical analysis methods in stock portfolio selection• Researched and performed due diligence on fixed income offerings• Conducted research for asset allocation and security selection purposes • Monitored and reassessed portfolio asset… Show more Partner in brokerage team managing equity and fixed income investments for a broad client base. Areas of focus included:• Establishing investment policy statements, assessed client objectives and risk parameters • Utilized fundamental and technical analysis methods in stock portfolio selection• Researched and performed due diligence on fixed income offerings• Conducted research for asset allocation and security selection purposes • Monitored and reassessed portfolio asset allocation on a regular basis • Daily research and interaction with the Syndicate (IPO) desk Show less

Partner in brokerage team managing equity and fixed income investments for a broad client base. Areas of focus included:• Establishing investment policy statements, assessed client objectives and risk parameters • Utilized fundamental and technical analysis methods in stock portfolio selection• Researched and performed due diligence on fixed income offerings• Conducted research for asset allocation and security selection purposes • Monitored and reassessed portfolio asset… Show more Partner in brokerage team managing equity and fixed income investments for a broad client base. Areas of focus included:• Establishing investment policy statements, assessed client objectives and risk parameters • Utilized fundamental and technical analysis methods in stock portfolio selection• Researched and performed due diligence on fixed income offerings• Conducted research for asset allocation and security selection purposes • Monitored and reassessed portfolio asset allocation on a regular basis • Daily research and interaction with the Syndicate (IPO) desk Show less