Nicholas Malik Email & Phone Number

Naples, Fl, Us

Fort Myers, Florida, United States

• Focus on portfolio positioning, sector weightings, position monitoring, sell discipline / replacement process, and risk management.• Develop, backtest, and implement a sector specific stock selection process using the Bloomberg Terminal.• Develop, Test and Implement a Discounted Cash Flow (DCF) Spreadsheet model in Excel.• BlackRock for Universities Program• CFA Research Challenge

Fort Myers, Florida, United States

• $835,000+ AUM Consists of 3 Portfolios: Large Cap Core Equity, Small/Mid Cap Value Equity, and Investment Grade Corporate Bonds Fixed Income • Responsible for Technology, Communications and Consumer Discretionary sector coverage • Use quantitative multi-factor stock screening model, perform portfolio and factor backtesting, DCF valuation models, financial statement modeling, portfolio attribution and fundamental and technical analysis.

United States

• Performed equity research of companies• Entered financial statements into Excel and performed historical analysis of key ratios• Used Bloomberg and Excel extensively• Help other students obtain their Bloomberg Market Concepts Certification (BMC)• Help other students navigate and understand the Bloomberg Terminal

United States

• Help students learn the study of financial decision making in the business enterprise• Emphasis on quantitative analysis of cash flows, working capital management, ratio analysis, time value of money, capital budgeting techniques, short-term and long-term financing, and cost of capital

Naples, Florida, United States

• Conducted extensive quantitative research to identify the best stock selection techniques within the Russell 1000 Value and Growth Indexes over the past 25 years. Using the Bloomberg Terminal, we ‘backtested’ dozens of quantitative strategies based on Valuation, Quality, Efficiency, Growth, Momentum, and Technical factors.• Performed portfolio ‘style analysis’ to ascertain Moran’s current value and growth models factor exposures to identify the current models’ strengths and vulnerabilities.• Helped design new Large Cap Value and Growth model ‘stock screens’ whose backtests showed statistically significant improvements in both absolute and risk adjusted performance versus their current models.

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Student Trading Optimization Club (STOC): President Fall-Spring 2023-2024, Beta Alpha Psi: Member, Accounting.

Minor, Economics