Stephen Walley Email & Phone Number

Tuscaloosa, Alabama Area

Analyst for the student-run investment group that manages over $500,000 by utilizing a value investing approachCreated company profile’s and DCF models through detailed research to perform stock pitches for investment opportunities in the Industrials, Transportion, and Energy sectors Updated DCF models for current investments to monitor the performance of the portfolioPitched Hawaiian Holdings (NASDAQ: HA): Investment thesis concentrated on the idea of market overreaction to the threat of Southwest. Group purchase at $36/ share in February of 2018 with a price target of $49/ share.

Little Rock, Arkansas Area

Prepared and presented financial analysis to consider potential equity investments for a value-oriented investment manager with $1.4 bn of assets under management across publicly traded stocks and bondsShadowed all eleven employees across portfolio management and operations, gaining experience withBloomberg and Advent’s Axys accounting systemAssisted head trader with execution of a new equity position across~300 separately managed accounts and wrote one-pager summarizing the new position for the firm’s clientsLed and presented retrospective analysis on the firm’s portfolio positions within the energy sector

Birmingham, Alabama Area

Worked full-time during summers and part-time during the school year on the 7,200-yard golf courseMaintained five types of grass including chemical treatments, watering and mowing to specific heightsExecuted various off-season projects including digging of 300-yard drainage system and stone retaining walls along course lakesWorked with USGA representatives under high stress conditions and tight deadlines during professional tournaments to ensure course met rigorous tournament standards set by the USGA regarding grass height requirements, tee box lengths and pin locations

Birmingham, Alabama Area

Administered monthly payroll, bank statements, and tax data entry with keen attention to detail for the accounting firm’s clients by using Sage 50 Accounting softwareParticipated in client meetings to assist with managing accounts while maintaining client confidentiality

Bachelor'S Degree, Finance With A Value Investing Specialization

Activities and Societies: DREAM Alabama, Honors College

Education record

Activities and Societies: Finance Academy