Matt Parham, Cfa
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Matt Parham, Cfa Email & Phone Number

Independent Equity Analyst and Investor at Independent Research
Location: San Francisco, California, United States 7 work roles 1 school
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Current company
Role
Independent Equity Analyst and Investor
Location
San Francisco, California, United States
Company size

Who is Matt Parham, Cfa? Overview

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Quick answer

Matt Parham, Cfa is listed as Independent Equity Analyst and Investor at Independent Research, a with 43 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Matt Parham, Cfa.

Matt Parham, Cfa previously worked as Independent Equity Analyst at Independent Research and Independent Equity Analyst at Independent Research. Matt Parham, Cfa holds Ba, Economics from The University Of Texas At Austin.

Company email context

Email format at Independent Research

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Independent Research

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Profile bio

About Matt Parham, Cfa

-Equity Analyst searching for good companies selling at a discount to intrinsic value-Research analysis for buy-side firms interested in an individual take on mostly consumer and industrial firms.-CFA Charterholder-Deep experience developing products to assist in Portfolio Management

Listed skills include Portfolio Management, Fixed Income, Equities, Capital Markets, and 31 others.

Current workplace

Matt Parham, Cfa's current company

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Independent Research
Independent Research
Independent Equity Analyst and Investor
san diego, california, united states
Employees
43
AeroLeads page
7 roles

Matt Parham, Cfa work experience

A career timeline built from the work history available for this profile.

Independent Equity Analyst

Dallas, Texas, United States

-Analyst and CFA Charterholder with a passion for Value Equity investing and searching for quality businesses selling at a discount to intrinsic value-**Sample investment research available upon request**-Emphasis on bottom-up analysis -Consumer Products (Staples, Discretionary)-Industrials, Environmental Services/Waste - Valuation, Modeling, Comparables

Independent Equity Analyst

New York, New York, United States

-Analyst and CFA Charterholder with a passion for Value Equity investing and searching for quality businesses selling at a discount to intrinsic value-**Sample investment research available upon request**-Emphasis on bottom-up analysis -Consumer Products (Staples, Discretionary)-Industrials, Environmental Services/Waste - Valuation, Modeling, Comparables

Jan 2017 - Jul 2019

Vice President, Product Manager

Dallas, Tx

Senior Product Manager primarily responsible for the Markit Wall Street Office (Markit WSO) Reporting and Performance Analytics applications and the underlying calculation directory. Acted as the team lead, developing business requirements and project management timelines using the Scrum framework of Agile development.Markit WSO is the industry leader in portfolio software and data for Syndicated Loan Managers. It manages Loans, Bonds, Equities, Asset Backed Securities, Swaps (CDS and TRS), and FX Forwards for both Buy-Side and Sell-Side institutions.

Jan 2010 - Sep 2016

Implementation Analyst

Dallas, Tx

Offered consulting advice and assisted in the implementation of client portfolios onto Wall Street Office software, data and services. Facilitated the integration of WSO with front office systems, middle office compliance, back office accounting/reporting and data warehouses.

Jan 2008 - Dec 2009

Associate, Lead Analyst

Dallas, Tx

Team Lead for a group of analysts responsible for the administration of investment holdings within CLO's, Loan Mutual Funds, Managed Accounts, Hedge Funds, Total Return Swaps, etc.

Nov 2006 - Dec 2007

Corporate Purchasing And Finance

Iesi Corporation (Now Progressive)

Fort Worth, Tx

Responsible for national account relationships, deal negotiations and analysis. Performed due diligence on new and existing relationship firms. Each year created contract savings of over $1 million.Acted as the liaison between the firm and a large global bank on a key project integrating new purchasing and treasury management. Successfully improved cash management and seamlessly integrated each transaction programmatically into accounting. Managed project compliance and presented project analytics to senior management.

Jun 2004 - Nov 2006
Team & coworkers

Colleagues at Independent Research

Other employees you can reach at heathervescent.com. View company contacts for 43 employees →

1 education record

Matt Parham, Cfa education

FAQ

Frequently asked questions about Matt Parham, Cfa

Quick answers generated from the profile data available on this page.

What company does Matt Parham, Cfa work for?

Matt Parham, Cfa works for Independent Research.

What is Matt Parham, Cfa's role at Independent Research?

Matt Parham, Cfa is listed as Independent Equity Analyst and Investor at Independent Research.

Where is Matt Parham, Cfa based?

Matt Parham, Cfa is based in San Francisco, California, United States while working with Independent Research.

What companies has Matt Parham, Cfa worked for?

Matt Parham, Cfa has worked for Independent Research, Ihs Markit, Ihs Markit (Fka Jpmorgan Fcs), and Iesi Corporation (Now Progressive).

Who are Matt Parham, Cfa's colleagues at Independent Research?

Matt Parham, Cfa's colleagues at Independent Research include David Sewell, Anusha Mitra, Juan Xian Lee, Four Finance Rating, and Linus O'Sullivan.

How can I contact Matt Parham, Cfa?

You can use AeroLeads to view verified contact signals for Matt Parham, Cfa at Independent Research, including work email, phone, and LinkedIn data when available.

What schools did Matt Parham, Cfa attend?

Matt Parham, Cfa holds Ba, Economics from The University Of Texas At Austin.

What skills is Matt Parham, Cfa known for?

Matt Parham, Cfa is listed with skills including Portfolio Management, Fixed Income, Equities, Capital Markets, Hedge Funds, Management, Investments, and Bonds.

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