Michael Chu, Cfa, Cmt

Michael Chu, Cfa, Cmt Email and Phone Number

Equity, Derivatives, and Quantitative Strategy @ Evercore ISI, Research Division
New York, NY, US
Michael Chu, Cfa, Cmt's Location
New York, New York, United States, United States
Michael Chu, Cfa, Cmt's Contact Details

Michael Chu, Cfa, Cmt personal email

n/a
About Michael Chu, Cfa, Cmt

Michael Chu, Cfa, Cmt is a Equity, Derivatives, and Quantitative Strategy at Evercore ISI, Research Division. He possess expertise in technical analysis, bloomberg, research, powerpoint, series 7 and 8 more skills.

Michael Chu, Cfa, Cmt's Current Company Details
Evercore ISI, Research Division

Evercore Isi, Research Division

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Equity, Derivatives, and Quantitative Strategy
New York, NY, US
Employees:
25
Michael Chu, Cfa, Cmt Work Experience Details
  • Evercore Isi, Research Division
    Equity, Derivatives, And Quantitative Strategy
    Evercore Isi, Research Division
    New York, Ny, Us
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  • Evercore Isi, Research Division
    Equity, Derivatives, & Quantitative Strategy
    Evercore Isi, Research Division Nov 2021 - Present
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  • Btig
    Equity Strategy Associate
    Btig Dec 2017 - Oct 2021
    New York
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  • Gerstein Fisher
    Portfolio Strategy Analyst
    Gerstein Fisher Jun 2016 - Dec 2017
    Greater New York City Area
  • Credit Suisse
    Portfolio Construction Assistant Vice President
    Credit Suisse Dec 2014 - May 2016
    Greater New York City Area
    Provided wealth management services to high net worth families and institutions. Responsibilities included multi-asset class portfolio construction/monitoring/reporting, strategy and asset allocation implementation, generating analytics and other deliverables, directing trading activity, creating proposal presentations, attending client meetings, and updating marketing materials. Also managed the firm's model-based portfolios and maintained its guidance portfolios.
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  • Bay Crest Partners
    Research Analyst
    Bay Crest Partners Oct 2008 - Dec 2014
    New York, Ny
    Monitored developments across markets and asset classes, generated actionable trade ideas, and communicated views through written research reports or directly to clients. Work focused on identifying top-down themes and drivers at the macro and/or sector levels, and branched into other areas such as inter-market, relative strength, and single-name analysis. Experience included over a year managing the firm's research product.
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  • Ncr Corporation
    Market Intelligence Intern
    Ncr Corporation Jun 2008 - Aug 2008
    New York, Ny
    Conducted high-level research and analysis of the Healthcare sector to determine the market size for prospective NCR products. Constructed a top-down model to forecast revenues generated from the available opportunities.
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  • Morgan Stanley
    Intern
    Morgan Stanley Jun 2007 - Aug 2007
    Toms River, Nj
    Contacted local residents to expand client base, organized investment seminars and information sessions
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  • Tremblant Capital
    Intern
    Tremblant Capital Jan 2006 - Aug 2006
    New York, Ny
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Michael Chu, Cfa, Cmt Skills

Technical Analysis Bloomberg Research Powerpoint Series 7 Excel Word Report Writing Series 63 Series 66 Series 86 Series 87 Factset

Michael Chu, Cfa, Cmt Education Details

Frequently Asked Questions about Michael Chu, Cfa, Cmt

What company does Michael Chu, Cfa, Cmt work for?

Michael Chu, Cfa, Cmt works for Evercore Isi, Research Division

What is Michael Chu, Cfa, Cmt's role at the current company?

Michael Chu, Cfa, Cmt's current role is Equity, Derivatives, and Quantitative Strategy.

What is Michael Chu, Cfa, Cmt's email address?

Michael Chu, Cfa, Cmt's email address is mc****@****her.com

What schools did Michael Chu, Cfa, Cmt attend?

Michael Chu, Cfa, Cmt attended New York University, Investment Banking Institute.

What skills is Michael Chu, Cfa, Cmt known for?

Michael Chu, Cfa, Cmt has skills like Technical Analysis, Bloomberg, Research, Powerpoint, Series 7, Excel, Word, Report Writing, Series 63, Series 66, Series 86, Series 87.

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