Patrick Neil Email & Phone Number

Columbia, Sc, Us

Birmingham, Alabama, United States

- Manage investment strategy and security analysis for a student-led $700K portfolio indexed to a 60/40 balanced Vanguard ETF- Present asset allocation strategy and IPS review of securities and compliance guidelines - Present weekly economic updates with the help of 7 analysts- Instruct PM’s how to successfully navigate Bloomberg’s PORT function, PORT optimizer, BI tool, and over 50 different functions I use on a weekly basis. My goal as Chief Economist is to make our… Show more - Manage investment strategy and security analysis for a student-led $700K portfolio indexed to a 60/40 balanced Vanguard ETF- Present asset allocation strategy and IPS review of securities and compliance guidelines - Present weekly economic updates with the help of 7 analysts- Instruct PM’s how to successfully navigate Bloomberg’s PORT function, PORT optimizer, BI tool, and over 50 different functions I use on a weekly basis. My goal as Chief Economist is to make our investment decisions more oriented around Bloomberg research tools, rather than traditional valuation methods based on personal bias. Show less

Birmingham, Alabama, United States

- Assign weekly qualitative research initiatives for analysts of my research team- Thorough economic and financial understanding of the US domestic market for Steel, Agriculture, and Specialty Chemicals- Pitch investment presentations within the sector based on performance and target strategy

United States

- Update performance reports and portfolio analytics using Bloomberg and Excel- Construct equity correlation tables against indexes, etfs, and commodity spot prices, for optimal weightings.- Measure specific bundles of securities against etfs/portfolios by conducting scenario analysis and using the trade simulator/optimizer in Bloomberg. - Suggest updates for formatting

- Perform outlook and security analysis of the Materials Sector in a competitive student led $500K portfolio- Build out multiple valuation models in Excel and review recent cash flows, earning reports, and 10-Ks to validate assumptions made- Review industry benchmarks and comparable comps- Transport/Analyze financials and research reports from Bloomberg Terminal

United States

- Lead an alumni task force with the purpose of compiling a database (In Excel) of FMA and UAB Collat School of Business Alumni- Allocate contact information of previous Alumni who work in Corporate Banking, Investment Banking, Wealth Management, etc. using hunter.io and LinkedIn- Perform company/college screening using LinkedIn filters, Previous Alumni Honor Rolls, and any available information within current databases

Birmingham, Alabama, United States

- Conducted prospective company and industry investment and outreach analysis- Led target industry reviews for chemical, automotive, aerospace, and agricultural/food sectors- Led public AL companies' analyses, including business performance trends and financial analyses- Completed quarterly earnings reviews and value propositions for C-Suite presentations- Experience using: BLS Data, EMSI light cast, Hunter.io, S&P Capital IQ

Conference USA - American Athletic Conference