Michael Candela Email & Phone Number

New York, New York, United States

Hempstead, New York, United States

• Analyze company fundamentals and prepare equity research reports to make informed investment recommendations to the Fund’s Advisory Board • Manage a $400,000 portfolio consisting of both equity and fixed income securities, achieving higher risk-adjusted equity returns than our benchmark indices, the S&P 500 and Russell 3000• Analyze macroeconomic factors to identify new market trends and propose adjustments to the portfolio’s sector allocation

New York, New York, United States

• Analyzed the financials and business model of a given company, and produce mock pitches for a potential trade finance product solution (letter of credit, standby letter of credit, accounts receivable financing, supply chain financing, etc.)• Analyzed annual reports, investor presentation material, and the investor relations page of prospective clients for evidence of existing usage of trade finance products• Utilized the firm’s pricing tool to generate the cost of product solutions… Show more • Analyzed the financials and business model of a given company, and produce mock pitches for a potential trade finance product solution (letter of credit, standby letter of credit, accounts receivable financing, supply chain financing, etc.)• Analyzed annual reports, investor presentation material, and the investor relations page of prospective clients for evidence of existing usage of trade finance products• Utilized the firm’s pricing tool to generate the cost of product solutions based on the size of the facility, whether it is committed or uncommitted, benchmark interest rates, the creditworthiness of the client, the creditworthiness of counterparties, etc. Show less

Williston Park, New York, United States

• Advised clients on property selection based on personal preferences, market conditions, and available properties• Engaged with mortgage lenders, investors, and lawyers to create a smooth process for the client • Utilized Multiple Listing Service database and company resources to determine market value, analyze trends, and evaluate comparables, as well as find properties and conduct competitive market analysis

Williston Park, New York, United States

Melville, New York, United States

• Analyzed incoming clients’ existing holdings from the perspective of prior performance, asset class allocation, and diversification, so advisors can make custom recommendations • Utilized a company database to capture key points regarding clients’ portfolio performance, and prepared notes for potential reasons for any uncommon performance.• Conducted research on the advisors’ existing mutual fund recommendations and searched for potential alternatives based on the firm’s economic… Show more • Analyzed incoming clients’ existing holdings from the perspective of prior performance, asset class allocation, and diversification, so advisors can make custom recommendations • Utilized a company database to capture key points regarding clients’ portfolio performance, and prepared notes for potential reasons for any uncommon performance.• Conducted research on the advisors’ existing mutual fund recommendations and searched for potential alternatives based on the firm’s economic outlook Show less

Garden City, New York, United States

Lakewood, New Jersey, United States