Michael Warecki Email & Phone Number

Milwaukee, Wi, Us

Greater Milwaukee Area

Performed extensive analysis on current portfolio holdings as well as prospective investments for the firm’s flagship fund. Duties included researching equity securities and preparing analysis of earnings, cash flow, balance sheet, business strategy and management quality. As a generalist, worked on twenty-six companies in nine sectorsPrepared research reports and models, based upon due diligence from reading corporate filings, listening to company conference calls, communicating with… Show more Performed extensive analysis on current portfolio holdings as well as prospective investments for the firm’s flagship fund. Duties included researching equity securities and preparing analysis of earnings, cash flow, balance sheet, business strategy and management quality. As a generalist, worked on twenty-six companies in nine sectorsPrepared research reports and models, based upon due diligence from reading corporate filings, listening to company conference calls, communicating with company management teams and sell-side analysts, as well as customers, competitors and suppliersPitched ideas and recommendations on company-specific research and industry data to portfolio managers Conducted research on factors driving the macroeconomic environment and presented thesis to the firm’s investment management department at weekly meetings Show less

Milwaukee, Wisconsin

Responsible for financial reporting, compliance testing, distributions and expense analyses of eight actively managed equity, fixed income and alternative investment mutual funds totaling $1.5 billion in net assetsCompleted in-depth fund analyses for investment advisor and served as a primary point of contact for CCO, president, board of directors and auditors for fund operations and audit related questionsFair valued funds’ securities on a daily basis when trading was halted or a price… Show more Responsible for financial reporting, compliance testing, distributions and expense analyses of eight actively managed equity, fixed income and alternative investment mutual funds totaling $1.5 billion in net assetsCompleted in-depth fund analyses for investment advisor and served as a primary point of contact for CCO, president, board of directors and auditors for fund operations and audit related questionsFair valued funds’ securities on a daily basis when trading was halted or a price was not provided by a pricing vendorWorked with U.S. Bancorp Fund Services senior management to identify critical controls and procedures for internal compliance testing and auditing which received widespread executive support and departmentwide implementation Show less

Ferndale, Wa

Traded corn futures contracts on the Chicago Board Options ExchangeForecast and scheduled all purchasing and distribution of micro and macro ingredients for three U.S. plants accounting for $325K in monthly spendingIdentified and managed the acquisition of new suppliers and distributors across three plants; saved over $79K per yearLed biweekly, officewide culture meetings to help diminish cross-functional barriers utilizing Cargill’s core principles and case studies

Mba, Applied Security Analysis Program

The program consists of graduate-level finance and accounting classes combined with the management of ~$20 million of client assets.

Study Abroad, International Finance And Market Research

Bachelor Of Science In Business (B.S.B.), Finance And Marketing