Robert Finstra, Cfa Email and Phone Number
I am currently an Associate Director at MacKay Shields on the Global Fixed Income team, where I serve as the lead high yield and leveraged loan credit research analyst for the Telecom & Media sectors. I am also a CFA Charterholder. I graduated from Fordham University's Gabelli School of Business with a major in finance, a minor in economics and a secondary concentration in financial technology.
-
Research AnalystKing Street Capital ManagementNew York, Ny, Us -
Associate Director, Credit ResearchMackay Shields Llc Oct 2024 - PresentNew York, Ny, UsGlobal Fixed IncomeCoverage: High Yield Credit and Leveraged Loans in Telecom & Media -
Associate, Credit ResearchMackay Shields Llc Nov 2022 - Oct 2024New York, Ny, Us -
Esg Research AnalystMackay Shields Llc Jan 2022 - Nov 2022New York, Ny, Us -
U.S. Sustainable Investing Rotational AnalystNew York Life Investments Apr 2021 - Jan 2022New York, Ny, Us• Coordinated the filing of the UN Principles for Responsible Investment survey for NYL Investments and IndexIQ• Developed a questionnaire and scoring framework to monitor and evaluate the ESG practices of all MainStay subadvisors and the funds they manage• Utilized MSCI data to analyze the ESG metrics of the sustainable investing product lineup for use by the sales team in client meetings and the marketing team for content creation -
U.S. Retail Distribution Rotational AnalystNew York Life Investments Jul 2020 - Apr 2021New York, Ny, Us• Responsible for Global Relationship Management weekly newsletter on fund flows and industry events • Managed all partner firm product availability guides for use across the sales organization in client meetings • Analyzed monthly CIO insights from partner firms to maintain a dashboard on asset class outlooks • Supported internal and external distribution teams through various campaigns that aimed to increase sales across our product spectrum • Redesigned and modernized the Advisor Advancement Institute’s client event calendar for use by the sales team to increase touchpoints with financial advisors -
Director Of Communications For Students For Wounded VeteransFordham University Sep 2017 - Mar 2020New York, Ny, Us• Facilitated various fundraising events around the Bronx and NYC for different veterans’ organizations • Established lasting relationships with organizations like Wounded Warriors Project and Catch a Lift -
Derivatives Accounting Summer InternNew York Life Insurance Company May 2019 - Aug 2019New York, New York, Us• Communicated with the Office of the Chief Investment Officer daily to reconcile derivatives trades• Contributed to projects that used SQL and python codes to automate various accounting systems• Assisted in facilitating partnership with Ernst & Young to create a platform that measures the hedge effectiveness of the derivatives on our General Account positions -
Wealth Management Intern - Ny Fourth Avenue GroupMorgan Stanley Jan 2019 - May 2019New York, Ny, Us• Worked with a team of Financial Advisors overseeing $3 billion in private client assets• Conducted lending analysis for teams’ book of business and presented findings to senior partners• Gathered and distributed research reports used to manage client portfolios• Prepared weekly treasury bill auction forms for managing directors -
Group Leader / Bus CounselorRamaquois Day Camp Jun 2018 - Aug 2018Pomona, Ny, Us• Lead a group of 25 upper camp boys through day to day activities as my first year as a counselor• Focused on developing relationships with the campers and their parents to create a lasting impact on camper lives• Developed and implemented a daily routine to keep campers engaged regardless of schedule or weather• Runner-up for counselor “Rookie of the Year;” award honoring staff members that go above and beyond expected duties -
Consulting Cup Challenge Team MemberFordham Gabelli School Of Business Sep 2017 - Dec 2017New York, Ny, Us• Placed 2nd out of 108 teams• Member of a five-person team conducting an in-depth study on Starbucks• Analyzed financial documents and market trends to discover operational issues and potential opportunities• Identified an area that of the market that Starbucks was not catering to and created a solution that grew gross profit• Presented the solution in front of the business school, faculty and a panel of judges from the financial sector -
Tank MaintainceFish Hut Of New Jersey Jun 2015 - Aug 2017-Cared for thousands of fish including salt and fresh water-Performed daily tank maintenance on over 100 tanks to ensure health and growth for the fish -Strengthened customer base through advertisements and years of aquarium knowledge
-
Small Business OwnerBob'S Fish Store Sep 2012 - Jan 2017• Operated an aquarium fish store from my garage where I sold various fish tank setups and supplies• Serviced over 20 aquariums every month in residential and commercial locations• Utilized Excel to maintain customer databases and ran promotions to stimulate engagement with customers
-
Vice President Of OperationsBergen Catholic High School Sep 2015 - May 2016Oradell, Nj, Us-Collaborated with faculty to make changes that would benefit the student body-Ran meetings with other members of Student Government to plan various events
Robert Finstra, Cfa Education Details
-
Fordham Gabelli School Of BusinessGeneral -
Bergen Catholic High SchoolHigh School
Frequently Asked Questions about Robert Finstra, Cfa
What company does Robert Finstra, Cfa work for?
Robert Finstra, Cfa works for King Street Capital Management
What is Robert Finstra, Cfa's role at the current company?
Robert Finstra, Cfa's current role is Research Analyst.
What schools did Robert Finstra, Cfa attend?
Robert Finstra, Cfa attended Fordham Gabelli School Of Business, Bergen Catholic High School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial