Marco Spada, Cfa

Marco Spada, Cfa Email and Phone Number

Senior High Yield Analyst-Director @ Northwestern Mutual
milwaukee, wisconsin, united states
Marco Spada, Cfa's Location
Milwaukee, Wisconsin, United States, United States
Marco Spada, Cfa's Contact Details
About Marco Spada, Cfa

Marco Spada, Cfa is a Senior High Yield Analyst-Director at Northwestern Mutual. He possess expertise in analysis, bloomberg, equities, equity research, financial analysis and 8 more skills.

Marco Spada, Cfa's Current Company Details
Northwestern Mutual

Northwestern Mutual

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Senior High Yield Analyst-Director
milwaukee, wisconsin, united states
Employees:
31224
Marco Spada, Cfa Work Experience Details
  • Northwestern Mutual
    Senior High Yield Research Analyst-Director
    Northwestern Mutual Mar 2016 - Present
    Milwaukee, Wi
    Current Responsibilitieso Analyze, recommend and provide timely updates on >$1 bil. of owned AUM across six industries (Homebuilders, Building Products, Restaurants, Grocers, Consumer Products, Metals & Mining)o Present bi-monthly updates on industry positioning and recommendations to the Portfolio Manager and other investment decision makers o Conduct management interviews on potential investments and maintain relationships on owned nameso Utilize financial models and relative value screens to evaluate investment opportunitieso Develop independent research on potential portfolio nameso Talent recruiter and developer for investment interns across the Investment Departmento Member of a new team dedicated to working with our Data Science Institute on hiring a data scientist to aid in various research projects requiring large quantities of data
  • Nicholas Funds
    High Yield Bond Analyst/Equity Generalist
    Nicholas Funds Jun 2011 - Feb 2016
    Milwaukee, Wi
    Responsibilities:o Participate in daily meetings with portfolio manager to review holdings and determine actionable items on the Nicholas High Income portfolio (NCINX)o Partake in portfolio buy/sell/hold decisionso Create and utilize custom FactSet and Bloomberg spreadsheets to assist in portfolio and individual security analysiso Identify and pitch fixed income and equity ideas to the Nicholas investment group in weekly meetingso Responsible for monitoring and evaluating +100 names in the High Income portfolioo Communicate new bond issuance and pertinent investment information to portfolio manager in timely mannerOther Duties:o Leverage brokers and sell side analysts for investment prospects and differing opinionso Seek best prices and execute trades of relatively illiquid fixed income securitieso Attend industry conferences and conduct meetings with senior management teamso Support equity funds by researching crossover names and following high dividend paying stocks (including REITs and MLPs)
  • Dana Investment Advisors
    Fixed Income Intern
    Dana Investment Advisors Jun 2010 - Jun 2011
    Brookfield, Wi
    Responsibilities:o Assisted portfolio managers with recommendations on individual IG credits and sectorso Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer inventory pricing to get best levels for clientso Researched new issues, top holders, price movements, and performed sector analysis using Advantage Datao Examined what-if analysis outcomes to devise proper yields and durations for portfolios

Marco Spada, Cfa Skills

Analysis Bloomberg Equities Equity Research Financial Analysis Bonds Fixed Income Investment Management Investments Microsoft Office Portfolio Management Valuation Cfa

Marco Spada, Cfa Education Details

Frequently Asked Questions about Marco Spada, Cfa

What company does Marco Spada, Cfa work for?

Marco Spada, Cfa works for Northwestern Mutual

What is Marco Spada, Cfa's role at the current company?

Marco Spada, Cfa's current role is Senior High Yield Analyst-Director.

What is Marco Spada, Cfa's email address?

Marco Spada, Cfa's email address is ma****@****ail.com

What is Marco Spada, Cfa's direct phone number?

Marco Spada, Cfa's direct phone number is +160877*****

What schools did Marco Spada, Cfa attend?

Marco Spada, Cfa attended University Of Wisconsin-Milwaukee - School Of Business Administration, University Of Wisconsin-Madison.

What skills is Marco Spada, Cfa known for?

Marco Spada, Cfa has skills like Analysis, Bloomberg, Equities, Equity Research, Financial Analysis, Bonds, Fixed Income, Investment Management, Investments, Microsoft Office, Portfolio Management, Valuation.

Who are Marco Spada, Cfa's colleagues?

Marco Spada, Cfa's colleagues are Maria Bevel, John Gjergji, Carli Knudten, Kevin Valvano, Sarah Gerulski, Christina Mcvicker-Alicea, Jenny Dettloff.

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