Scott Eberhardt

Scott Eberhardt Email and Phone Number

Equity Trader at Fidelity Investments with expertise in Investment Selection @ Fidelity Investments
boston, massachusetts, united states
Scott Eberhardt's Location
Ninety Six, South Carolina, United States, United States
Scott Eberhardt's Contact Details

Scott Eberhardt work email

Scott Eberhardt personal email

n/a
About Scott Eberhardt

At Fidelity Investments, my tenure as an Equity Trader is marked by consistently outperforming benchmarks and generating alpha in collaboration with a cross-functional team. We've navigated market volatility, contributed to award-winning strategies, and fostered relationships that translate into sound investment decisions.Proven track record of conducting in-depth market analysis, identifying winning investment opportunities, and mitigating risks. Adept at collaborating with cross-functional teams to drive alpha generation and deliver exceptional results. Expertise in analyzing market trends and implementing innovative trading solutions. Skilled in building and maintaining long-term productive relationships at all organizational levels. I embrace the opportunity at being a mentor and culture carrier to pass along experience and institutional knowledge. Excellent communication skills exemplified by daily market and research summaries that highlight key events and opportunites for the internal investment team Proficient in utilization of Bloomberg, Microsoft 365 Suite, and Instinet OMS.

Scott Eberhardt's Current Company Details
Fidelity Investments

Fidelity Investments

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Equity Trader at Fidelity Investments with expertise in Investment Selection
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Scott Eberhardt Work Experience Details
  • Fidelity Investments
    Equity Trader
    Fidelity Investments Jan 2019 - Present
    Boston, Massachusetts, United States
    Generate alpha, timing markets effectively and collaborate with portfolio managers, analysts, strategists and traders. Craft daily pre/post market recap notes and Alpha insight publications to enrich investment decision-making process of global equity team. Key Accomplishments:● Consistently outperformed R3000 equal weight benchmark since inception by overseeing alpha pilot portfolio.● Coordinated with talented team that won awards from Lipper & Morningstar by steering trading activities globally for Small Cap, Value, & Dividend Income team.
  • Fidelity Investments
    Sector Trader
    Fidelity Investments Aug 2011 - Jan 2019
    Boston, Massachusetts, United States
    In my previous position, I oversaw sector trading for a variety of time periods in the following industries: Banks, Insurance, Energy, Utilities, Materials, Agriculture, Chemicals, Retail, Consumer,REITs, Transports and Industrials. I collaborated with industry analysts to create plans to take advantage of news and market changes. Additionally, I produced daily pre/post market recap notes and Alpha insight publications to improve the investing decision-making process of the global equities team.Key Accomplishment:● Achieved exceptional trading execution across all market caps and investment styles in highly volatile and uncertain markets by capturing alpha with below theoretical costs.
  • Fidelity Investments
    Primary Trader
    Fidelity Investments Jul 2005 - Aug 2011
    Boston, Massachusetts, United States
    Primary liaison for Small Cap and REIT Portfolio Managers / Analysts with the global trading teams. Spearheading essential investment strategies and overseeing trading in REIT sector. I was able to drive key investment opportunities leading to significant alpha capture by devising and implementing strategies with team analysts / PM's to capitalize on market movements. At last, I strengthened collaborations in both internal and external research efforts.Initiated internal daily market recap notes for analysts and portfolio managers
  • Fidelity Investments
    Sector Trader
    Fidelity Investments Apr 2000 - Jul 2005
    Boston, Massachusetts, United States
  • Fidelity Investments
    Program Trader
    Fidelity Investments Dec 1997 - Apr 2000
    Boston, Massachusetts, United States
    ● Ranked in the top decile as trader on Able Noser metrics ● Spearheaded development of long-short portfolio trading tools with institutional managers.
  • The Woodhall School
    Board Member
    The Woodhall School Jun 2013 - Oct 2017
  • Pa Public School Employees Retirement System
    Senior Equity Trader
    Pa Public School Employees Retirement System 1992 - 1997
    senior equity trader for 20B S&P 500, 400 and 600 indexed portfolios, equity transition accounts, and assistant manager of a 300mm actively managed multi cap equity fund with primary responsibility of an option hedging strategy. trade settlement and technology responsibilities

Scott Eberhardt Skills

Portfolio Management Equities Securities Trading Bloomberg Investments Asset Management Trading Strategies Mutual Funds Technical Analysis Series 63 Series 7 Fixed Income

Scott Eberhardt Education Details

Frequently Asked Questions about Scott Eberhardt

What company does Scott Eberhardt work for?

Scott Eberhardt works for Fidelity Investments

What is Scott Eberhardt's role at the current company?

Scott Eberhardt's current role is Equity Trader at Fidelity Investments with expertise in Investment Selection.

What is Scott Eberhardt's email address?

Scott Eberhardt's email address is sc****@****ity.com

What schools did Scott Eberhardt attend?

Scott Eberhardt attended Juniata College, Juniata College.

What skills is Scott Eberhardt known for?

Scott Eberhardt has skills like Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, Trading Strategies, Mutual Funds, Technical Analysis, Series 63, Series 7.

Who are Scott Eberhardt's colleagues?

Scott Eberhardt's colleagues are Sanjana Ramesh, Tharuni Subramaniyam, Kim Geary, Grant Blaisdell, Christopher Ingram, Anthony Lees, Jessica Legault, Pmp.

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