Sam Waldron

Sam Waldron Email and Phone Number

Analyst - Investment Strategy at Wilsons Advisory @ Wilsons Advisory
australia
Sam Waldron's Location
Sydney, New South Wales, Australia, Australia
About Sam Waldron

Sam is an Equity Analyst who is experienced in fundamental analysis of equities. He is a graduate of the University of Sydney, studying a Bachelor of Commerce, with majors in Finance and Economics.

Sam Waldron's Current Company Details
Wilsons Advisory

Wilsons Advisory

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Analyst - Investment Strategy at Wilsons Advisory
australia
Website:
wilsonsadvisory.com.au
Employees:
133
Sam Waldron Work Experience Details
  • Wilsons Advisory
    Analyst - Investment Strategy
    Wilsons Advisory Jun 2024 - Present
    Sydney, New South Wales, Australia
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  • Amalgamated Australian Investment Group (Aaig)
    Equity Analyst
    Amalgamated Australian Investment Group (Aaig) Jul 2022 - Jun 2024
    Sydney, New South Wales, Australia
    • Coverage of Australian equities• Conducted fundamental analysis and valuations, including DCF modelling• Wrote investment insights such as earnings season previews and stock in focus
    View
  • Kauri Asset Management
    Investment Analyst
    Kauri Asset Management Jun 2021 - Jul 2022
    Sydney, New South Wales, Australia
    • Provided coverage, analysis and valuation of US and Australian listed equities
    View
  • Australian Stock Report
    Markets Researcher
    Australian Stock Report Feb 2021 - Jun 2021
    Sydney, New South Wales, Australia
    • Reported analysis on a company's key drivers, catalysts, downside risks and valuation indicators
    View
  • Usyd Student Managed Investment Fund
    Investment Analyst
    Usyd Student Managed Investment Fund Mar 2018 - Nov 2018
    Sydney, Australia
    • Coverage of IT & Telecommunications sectors• Prepared equity reports, sector reports, annual fund report, DCF intrinsic and relative valuations
    View
  • Macroplan
    Analyst
    Macroplan Feb 2018 - Sep 2018
    Sydney, Australia
    • Conducted economic models and analyses including population forecasts, trade area &market gap analysis, and economic impact assessments• Co-authored economic reports submitted to local government for rezoning
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  • Scotiabank
    Intern
    Scotiabank Aug 2017 - Oct 2017
    Sydney, Australia
    Global Banking & Markets • Worked on pitch books to present to debt investors to raise debt in the Debt Capital Markets• Researched and analysed a clients debt financing, refinancing and capital structuring needs• Clients for major projects I worked on included Victorian Ports Corporation and Transurban
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Sam Waldron Education Details

Frequently Asked Questions about Sam Waldron

What company does Sam Waldron work for?

Sam Waldron works for Wilsons Advisory

What is Sam Waldron's role at the current company?

Sam Waldron's current role is Analyst - Investment Strategy at Wilsons Advisory.

What schools did Sam Waldron attend?

Sam Waldron attended University Of Sydney, The University Of Texas At Austin, Northern Beaches Secondary College - Manly Selective Campus.

Who are Sam Waldron's colleagues?

Sam Waldron's colleagues are Jacob Ryan-Mccormack, Rob Shears, Chelsea Pickering, Jemma Harris, Richard Cooper, Greg Burke, Shaun Sanders.

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