Michael Levinson Email & Phone Number

Fixed Income Due Diligence AnalystLead analyst covering over 75 strategies across taxable and tax-exempt strategies, including ESG, representing approximately $80 billion in Bank of America and Merrill client assets. Responsible for conducting manager research on third party fixed income taxable and tax-exempt strategies in various investment vehicles including SMA's, mutual funds, closed end funds, and offshore funds.Due diligence process entails portfolio manager… Show more Fixed Income Due Diligence AnalystLead analyst covering over 75 strategies across taxable and tax-exempt strategies, including ESG, representing approximately $80 billion in Bank of America and Merrill client assets. Responsible for conducting manager research on third party fixed income taxable and tax-exempt strategies in various investment vehicles including SMA's, mutual funds, closed end funds, and offshore funds.Due diligence process entails portfolio manager interviews, written research reports, risk and returns based attribution analysis, and investment committee presentations.Write extensive research reports supporting conviction around manager's ability to meet forward looking performance expectations based on the philosophy and process of the manager.Provide actionable recommendations to the discretionary portfolio management team that includes manager selection ideas and asset allocation guidance.Formal presentations on state of markets and covered managers at conferences to financial advisors and asset managers. Show less

Domestic and Emerging Market Equity Due Diligence AnalystLead analysts covering over 50 strategies representing $40 billion in Bank of America and Merrill client assets.Responsible for conducting manager research on third party equity strategies across all style boxes in various types of investment vehicles, specializing in Small and Mid-Cap.Member of teams that led the initial launch of Non-Traditional Mutual Funds and ESG vehicles on Bank of America and Merrill… Show more Domestic and Emerging Market Equity Due Diligence AnalystLead analysts covering over 50 strategies representing $40 billion in Bank of America and Merrill client assets.Responsible for conducting manager research on third party equity strategies across all style boxes in various types of investment vehicles, specializing in Small and Mid-Cap.Member of teams that led the initial launch of Non-Traditional Mutual Funds and ESG vehicles on Bank of America and Merrill platforms. Show less

Equity Research Associate, Electronic Supply ChainStocks Covered: APH, ARW, AVT, AVX, CLS, FLEX, IM, JBL, MFLX, MOLX, MOT, MVIS, NSIT, NUHC, PALM, RIMM, SNX, TECD, TEL, TTMI, VIAS, VSH

Equity Research Associate, Wireless EquipmentStocks Covered: AIRN, ALVR, ARUN, AVNW, CRNT, GRMN, MOT, NOK, PALM, PWAV, RIMM, STAR

P&L budgeting, building, and forecasting for internal client organizations using SAP and PeopleSoft systems integrated with Hyperion Essbase. Tracking and projecting metrics using numerous types of analyses for various FiOS organizations in the Product Strategy Group.

Bs, Finance

Masters, Investment Management

Faculty Scholarship Recipient Cum Laude