Robert Ginter Email & Phone Number

ATS Specializing in Corporates. Investment grade, high yield, and emerging markets.

Portfolio analysis/management-Performed ongoing analysis including continuous monitoring and assessment of major portfolio holdings-Assessed individual client portfolios versus established allocation targets; made tactical recommendations based upon economic trends, market conditions, sector outlooks, and client risk tolerance-Evaluated adequacy of client liquidity and identified potential solutions during financial market panicInvestment research-Prepared top level summary investment research reports for firm’s major holdings including valuation metrics, analyst ratings/opinions, price targets, and comps to peer companies for various equity securities, preferred stocks, and REITs-Completed investment research projects on a wide range of topics including energy/resource companies, utili-ties, materials, treasuries, and sector-specific ETFs to recommend tactical positions in client portfolios where deemed appropriate-Working knowledge of various investment instrumentsGeneral Operations Support and Management-Quarterly report compilation: Managed quarter end report process-Database management: Maintained the firm’s portfolio management system-Client communication and interaction

-Reconciled invoices to primary vendors Sprint and Verizon-Consolidated spreadsheet data into organized interpretative charts and formats-Updated capital budget spreadsheets relative to TWC's developing cellular business-Prepared invoice data into spreadsheets and analyzed data to locate discrepancies-Developed advanced skills in Excel and was introduced to the use of PeopleSoft SOFTWARE APPLICATIONSExcel, Portfolio Center, Morningstar Principia, QuarkXPress, Word, PowerPoint, Photoshop and Acrobat