Marc Davis

Marc Davis Email and Phone Number

Portfolio Manager and Senior Analyst @ Peconic Partners LLC
New York, NY, US
Marc Davis's Location
New York City Metropolitan Area, United States, United States
Marc Davis's Contact Details

Marc Davis work email

Marc Davis personal email

About Marc Davis

Marc Davis is a Portfolio Manager and Senior Analyst at Peconic Partners LLC. He possess expertise in investment strategies, equity research, financial analysis, financial modeling, bloomberg and 3 more skills. Colleagues describe him as "Marc has great organizational and quantitative skills. He is adept at improving and streamlining existing work systems. He is a sponge for analyzing and absorbing new industries and ideas. He has a great personality on both a professional and personal level and is very dedicated to becoming a great investor. In my humble opinion, he would also make a great CFO/COO one day for any small and nimble organization open to transformational change."

Marc Davis's Current Company Details
Peconic Partners LLC

Peconic Partners Llc

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Portfolio Manager and Senior Analyst
New York, NY, US
Website:
peconic.com
Employees:
13
Marc Davis Work Experience Details
  • Peconic Partners Llc
    Portfolio Manager And Senior Analyst
    Peconic Partners Llc
    New York, Ny, Us
  • Peconic Partners Llc
    Portfolio Manager & Senior Analyst
    Peconic Partners Llc Nov 2011 - Present
    New York, Ny, Us
  • Citigroup
    Equity Research Analyst (Buy-Side)
    Citigroup Apr 2010 - Nov 2011
    New York, New York, Us
    • Built and maintained models on all portfolio holdings and companies on watchlist (~200 companies)• Invested in Industrial, Energy, and Consumer sectors with a focus on DCF, share buybacks, and operating margin mean reversion• Incorporated technical and market sentiment analysis to identify optimal trading entry and exit points• Ran a mock L/S equity portfolio to track my stock recommendations which outperformed its index by 34.7% over 5 months
  • Jpmorgan Chase
    Assistant Vice President
    Jpmorgan Chase Jan 2008 - Mar 2010
    New York, Ny, Us
    Treasury & Securities Services - Planning, Reporting and Analysis • Built financial models and integrated into presentations for senior management• Collaborated with senior management to maintain the outlook/plan budget for numerous functional groups• Designed and generated documents to support conclusions on various ad hoc projects• Streamlined and standardized reports to allow for offshoring• Mentored analysts in advanced Excel techniques, preparation and assembly of presentations
  • Mill Hardware & Food Service Supply, Inc.
    Director Of Operations
    Mill Hardware & Food Service Supply, Inc. Jul 2006 - Dec 2007
    • Mill Hardware was a company that sold replacement parts to nationwide chain restaurants• Developed company website with photos, pricing, and new items• Performed analysis and valuation of business before it was acquired
  • Plante & Moran
    Senior Accountant
    Plante & Moran Jan 2004 - Jun 2006
    Southfield, Michigan, Us
    • Plante & Moran is a regional public accounting firm that was the 11th largest in the country• Prepared/reviewed audit workpapers, financial statements, and tax returns over a variety of industries• Achieved significant efficiencies on engagements by streamlining audit procedures and programming in Excel• Supervisory responsibility on most jobs, including overseeing staff, communicating with the client and engagement team, and execution of all audit responsibilities through report issuance• Established and maintained excellent client relationships; identified opportunities for expanded business

Marc Davis Skills

Investment Strategies Equity Research Financial Analysis Financial Modeling Bloomberg Equity Valuation Portfolio Management Dcf

Marc Davis Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Economics

Frequently Asked Questions about Marc Davis

What company does Marc Davis work for?

Marc Davis works for Peconic Partners Llc

What is Marc Davis's role at the current company?

Marc Davis's current role is Portfolio Manager and Senior Analyst.

What is Marc Davis's email address?

Marc Davis's email address is md****@****hoo.com

What is Marc Davis's direct phone number?

Marc Davis's direct phone number is +121290*****

What schools did Marc Davis attend?

Marc Davis attended The Ohio State University Fisher College Of Business.

What skills is Marc Davis known for?

Marc Davis has skills like Investment Strategies, Equity Research, Financial Analysis, Financial Modeling, Bloomberg, Equity Valuation, Portfolio Management, Dcf.

Who are Marc Davis's colleagues?

Marc Davis's colleagues are Luci Ryan, Brian Egbert, Richard Adelaar, Elaine Hui, William Harnisch.

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