Nicholas Wheeler

Nicholas Wheeler Email and Phone Number

Research Analyst @ SMX
New York, NY, US
Nicholas Wheeler's Location
United States, United States
Nicholas Wheeler's Contact Details

Nicholas Wheeler personal email

n/a
About Nicholas Wheeler

Nicholas Wheeler is a Research Analyst at SMX. He possess expertise in microsoft excel, python, sql, regression analysis, salesforce.

Nicholas Wheeler's Current Company Details
SMX

Smx

View
Research Analyst
New York, NY, US
Website:
smxtech.com
Employees:
1852
Nicholas Wheeler Work Experience Details
  • Smx
    Research Analyst
    Smx
    New York, Ny, Us
  • Smx
    Portfolio Analyst
    Smx Oct 2021 - Present
    United States
    - Providing research and analytic support to the US Air Force Office of Commercial and Economic Analysis.
  • Goldman Sachs
    Associate - Global Markets Division
    Goldman Sachs Mar 2019 - Oct 2021
    - Served as the primary support and stand-in to our team's head trader, which entailed the monitoring, execution, and settlement of our team’s trades.- Utilized Excel, Sybase SQL, and Matlab to compile monthly trade execution data into aBest Execution Report. The report provided quantitative and qualitative analysis of theefficiency of our team's order execution. Report focused on VWAP relative to house order execution prices.- Utilized Excel, Salesforce, and AWS to gather and analyze customer service email and phone volumes to assist team with staffing and planning.- Directed and assisted advisors on the use of Goldman Sachs' RIA custody platform.- Formerly worked under Folio Investing starting March 2019, who was acquired by Goldman Sachs in September 2020.
  • Cambridge Associates
    Investment Performance Associate
    Cambridge Associates Jan 2019 - Feb 2019
    - Worked as a hedge fund, private investment, and long-only investment performance associate for 12 client relationships totaling over $5 billion in assets under advisement. Clients included pension plans, endowments, corporations, and private clients.- Prepared time-sensitive investment performance reports that detailed investment allocation, performance attribution, and risk exposure. Reports covered monthly, quarterly, and annual performance.- Worked directly with investment teams on creating custom policy benchmarks and implementing changes to reports to generate more valuable insights for our clients.- Worked extensively in Excel utilizing V-Lookups and macros for benchmark curation and data reconciliation.
  • Cambridge Associates
    Junior Investment Performance Associate
    Cambridge Associates Feb 2018 - Jan 2019
    Arlington, Virginia
  • Wgl Energy
    Supply And Trading Operations Intern
    Wgl Energy May 2017 - Aug 2017
    Fairfax, Va
    - Was responsible for retrieving data through Oracle for daily updates of the electricity position report and the electricity schedule, both of which were used for commodity trading and risk management decisions.- Assisted senior analysts with contract pricing by analyzing and weather normalizing energy usage statistics. - Worked with the natural gas structure analyst in helping ensure that trade counter-parties were abiding by the financial obligations of their contracts, gained exposure to SQL coding and query modification. - Performed ad hoc tasks for my supervisor such as reformatting spreadsheets with advanced formulas and macros.
  • Scottrade
    Intern
    Scottrade Oct 2015 - May 2017
    Fairfax, Virginia
    - Gained exposure to the financial services industry. Learned about business practices and regulation within the industry. - Built relationships with clients, both face-to-face and over the phone. - Assisted the staff with business development by analyzing client's financial data. - Spent a great deal of time independently studying and conducting equity research.
  • Charles Koch Institute
    Intern
    Charles Koch Institute Jun 2015 - Aug 2015
    Arlington, Virginia
    - Worked in data analytics and process improvement. Successfully consolidated over 5,000 pieces of alumni data into an organized database that could be efficiently accessed across the institute, making it easier to identify and reach out to program alumni. - Was given a large data set of nationwide student-body statistics that I performed quantitative analysis on to identify organizations and colleges with high value potential to the institute. - Studied economic regulatory policies and analyzed financial markets. - Attended educational seminars covering economics and corporate philosophy rooted in free-market principles.

Nicholas Wheeler Skills

Microsoft Excel Python Sql Regression Analysis Salesforce

Nicholas Wheeler Education Details

Frequently Asked Questions about Nicholas Wheeler

What company does Nicholas Wheeler work for?

Nicholas Wheeler works for Smx

What is Nicholas Wheeler's role at the current company?

Nicholas Wheeler's current role is Research Analyst.

What is Nicholas Wheeler's email address?

Nicholas Wheeler's email address is nw****@****ade.com

What schools did Nicholas Wheeler attend?

Nicholas Wheeler attended George Mason University.

What are some of Nicholas Wheeler's interests?

Nicholas Wheeler has interest in Stock/derivatives Trading, Mathematical Modelling/simulation, Pharmaceutical Equities Research, Commodities Trading, Stock Trading, Portfolio Management, Pharmaceutical Regulation, Corporate Debt, Data Analytics, Options Trading.

What skills is Nicholas Wheeler known for?

Nicholas Wheeler has skills like Microsoft Excel, Python, Sql, Regression Analysis, Salesforce.

Not the Nicholas Wheeler you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.