Max Walker Email & Phone Number

New York, Ny, Us

Assist a senior analyst in coverage of 25 companies in healthcare services, medical devices, and life science tools. Utilize management meetings, transcripts, historical financials, etc. to create investment and business theses. Recommend long and short investments to PMs and my senior analysts for their respective portfolios. Research secular trends and their impacts on companies under coverage to discover potential investments. Launch coverage on companies alongside senior analysts after completing industry and company research. Create and update company models from information given in 10Ks & 10Qs to project company financials.

New York, Ny, Us

Expanded my senior analyst’s coverage by launching on Centene and pitched to PM’s with buy rating. Projected managed Medicaid/Medicare enrollment after researching trends and talking with industry experts. Researched secular trends to predict the evolution of the healthcare system and found benefitting companies.

Compiled market research for analyst by reading industry reports, listening to calls, and analyzing financials. Performed a long and short stock pitch on TMT companies for the PM as potential investment ideas. Examined the evolution of the market structure over the past decade and its impact on today’s global market.

Performed market research on potential buyers using Bloomberg and other resources for clients of the firm. Created contact log for companies identified as potential buyers enabling MD’s to easily reach out to them. Assisted in developing financial models and pitch books for active clients using Excel and PowerPoint

Analyzed data from grants between $50,000 and $20,000,000 to create budget constraints. Ensured researchers stayed on budget by monitoring and updating an active accounting journal. Corresponded with representatives from the Department of Energy sending out monthly invoices for 50 different awards given to researchers at the University of Wisconsin-Madison.

Master Of Science - Ms, Finance

Finance