Ryan Potter Email & Phone Number

New York, New York, Us

Lead analyst focused on IT Services with coverage of 15 companies.• Generated short-term and 12-month industry views and company-specific investment theses and communicated these views to buyside analysts and portfolio managers through published reports and client meetings.• Built and maintained financial models.• Fostered relationships with company C-suites, clients, internal teams, and industry contacts.• Presented, hosted, and moderated management teams at annual conferences and other events.• Managed associates on team.

New York, New York, Us

Junior analyst focused on IT Services with coverage of 4 companies.• Generated short-term and 12-month industry views and company-specific investment theses and communicated these views to buyside analysts and portfolio managers through published reports and client meetings.• Supported coverage of team's broader IT Services coverage in addition to my coverage.• Built and maintained financial models.• Fostered relationships with company C-suites, clients, internal teams, and industry contacts.• Presented, hosted, and moderated management teams at annual conferences and other events.

New York, New York, Us

Senior associate supporting an Institutional Investor ranked team that covered 60+ companies; majority of my focus was on IT Services with some bank IT and payroll support as well.• Built and maintained financial models.• Conducted analysis on both companies under coverage and potential companies to initiate coverage on and aided in idea generation for published reports.• Performed due diligence and vetting on potential IPOs as needed.• Fostered relationships with company C-suites, clients, internal teams, and industry contacts.• Prepared marketing materials and helped organize client events and conferences.

New York, New York, Us

Associate supporting an Institutional Investor ranked team that covered 30+ companies; majority of my focus was on IT Services with some bank IT and payroll support as well.• Built and maintained financial models.• Conducted analysis on both companies under coverage and potential companies to initiate coverage on and aided in idea generation for published reports.• Performed due diligence and vetting on potential IPOs as needed.• Fostered relationships with company C-suites, clients, internal teams, and industry contacts.• Prepared marketing materials and helped organize client events and conferences.

New York, New York, Us

Associate supporting coverage of North America Power and Global Alternative Energy companies.• Maintained financial models for covered companies and updated charts/data needed for a bi-weekly research publication.• Supported team at industry conferences.

New York, New York, Us

• Assisted the G10 FX trading desk through the calculation and analysis of profit and loss and various trade and position reconciliations.• Researched market data in order to provide commentary on daily market news and drivers of profit and loss.• Collaborated with various businesses and regions across Citi to complete ad-hoc projects and queries.

New York, Ny, Us

• Enabled advisors to be more efficient in their client relationship process by updating entire client system and designing a client contact calendar system.