Nicholas Gray, Cfa Email & Phone Number
@mercer.com
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Who is Nicholas Gray, Cfa? Overview
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Nicholas Gray, Cfa is listed as Fixed Income Associate at Mercer, a with 22222 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at mercer.com and a matched LinkedIn profile for Nicholas Gray, Cfa.
Nicholas Gray, Cfa previously worked as Fixed Income Research Associate at Mercer and Senior Fixed Income Research Analyst at Mercer. Nicholas Gray, Cfa holds Bachelor Of Business Administration (B.B.A.), Business Analytics Information Systems And Finance from The University Of Iowa Tippie College Of Business.
Email format at Mercer
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AeroLeads found 1 current-domain work email signal for Nicholas Gray, Cfa. Compare company email patterns before reaching out.
About Nicholas Gray, Cfa
I'm an associate in fixed income manager research who uses quantitative and qualitative analysis from the largest asset managers along with their portfolio management methodologies to evaluate the potential for outperformance. I then use that information to make recommendations to our clients based on their needs and appetite for financial risk.
Listed skills include Minitab, Leadership, Microsoft Office, Microsoft Access, and 12 others.
Nicholas Gray, Cfa's current company
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Nicholas Gray, Cfa work experience
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Fixed Income Research Associate
CurrentLeads due diligence on select investment management firms and their US and Global fixed income investment strategiesPrepares research reports, outlining the strengths and weaknesses of a given strategy and states the recommendation based on that researchConducts in-depth quantitative and qualitative analysis of investment managers comparing performance against the peer groupRecommends to our clients the investment managers who represent our best ideas and who match their needs and constraints within specific fixed income investment universes.Publishes white papers on various topics within the fixed income markets, including convertible bonds and green bondsPresents fixed income trends and market commentary, including speaking at Mercer’s Global Investment Forums in 2022/2023Collaborates with client facing consultants to be a resource in the fixed income investment universe to meet client needs
Senior Fixed Income Research Analyst
Financial Analyst
Provided expense data financial analysis for all ten departments within the Group Insurance divisionCreated and manage the budgets for the Group division of over $130 million dollarsGenerated reports and provided insight for expense and budget deviations to influence management decisionsIdentified $1.5 million dollars in expense savings in response to the changing environment caused by COVID-19
Client Associate
Prepared over 100 client proposals in conjunction with the Vice President/Branch Director Prepared and organized client data using wealth management tools and softwareConducted data analysis to determine success rate of clients’ financial plans
Wealth Management Intern
Created support materials for the Wealth Planning Group to drive adoption of goals-based planningReviewed MoneyGuidePro software to assess gaps in training needsCompleted the creation of all new intranet pages that defined the RBC Wealth Planning processResearched, developed, and presented a capstone project on how to augment the client/advisor relationship model
Equity Research Analyst
Research analyst covering the financial sector. Covered F.N.B Corporation.Built financial models using discounted cash flow, economic profit, relative valuation, and dividend discount analysesPresented Buy/Sell recommendations to the fund advisory board
Financial Services Intern
Evaluated mock client information and requirements to create a customized plan for the clientAnalyzed markets and learned about various types of financial instrumentsPrepared draft financial plans for retirement, education savings, and investmentsResearched the financial planning industry to understand the types of companies and services
Colleagues at Mercer
Other employees you can reach at mercer.com. View company contacts for 22222 employees →
Daniel Jesuthasan
Colleague at MercerLos Angeles, California, United States
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SR
Sandra Rothfeld
Colleague at MercerGoodyear, Arizona, United States
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IS
Ishank Sethi
Colleague at MercerNew Delhi, Delhi, India
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JW
Jourdan Wong
Colleague at MercerLondon, England, United Kingdom
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SS
Suryansh Sharma
Colleague at MercerNoida, Uttar Pradesh, India
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DP
David Putnam
Colleague at MercerPortland, Maine, United States
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SG
Sonia García López
Colleague at MercerGreater Madrid Metropolitan Area, Spain
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NS
Nicole Sweet
Colleague at MercerUnited States
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OW
Orla Work
Colleague at MercerIreland
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PH
Philip Helppi
Colleague at MercerSouthfield, Michigan, United States
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Nicholas Gray, Cfa education
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The University Of Iowa Tippie College Of Business
Frequently asked questions about Nicholas Gray, Cfa
Quick answers generated from the profile data available on this page.
What company does Nicholas Gray, Cfa work for?
Nicholas Gray, Cfa works for Mercer.
What is Nicholas Gray, Cfa's role at Mercer?
Nicholas Gray, Cfa is listed as Fixed Income Associate at Mercer.
What is Nicholas Gray, Cfa's email address?
AeroLeads has found 1 work email signal at @mercer.com for Nicholas Gray, Cfa at Mercer.
Where is Nicholas Gray, Cfa based?
Nicholas Gray, Cfa is based in Chicago, Illinois, United States while working with Mercer.
What companies has Nicholas Gray, Cfa worked for?
Nicholas Gray, Cfa has worked for Mercer, Securian Financial, Rbc Wealth Management, The Krause Fund, and Foresters Financial Services.
Who are Nicholas Gray, Cfa's colleagues at Mercer?
Nicholas Gray, Cfa's colleagues at Mercer include Daniel Jesuthasan, Sandra Rothfeld, Ishank Sethi, Jourdan Wong, and Suryansh Sharma.
How can I contact Nicholas Gray, Cfa?
You can use AeroLeads to view verified contact signals for Nicholas Gray, Cfa at Mercer, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Gray, Cfa attend?
Nicholas Gray, Cfa holds Bachelor Of Business Administration (B.B.A.), Business Analytics Information Systems And Finance from The University Of Iowa Tippie College Of Business.
What skills is Nicholas Gray, Cfa known for?
Nicholas Gray, Cfa is listed with skills including Minitab, Leadership, Microsoft Office, Microsoft Access, Microsoft Word, Data Analysis, Teamwork, and Sql.
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