Timothy Leahey Email and Phone Number

Recommended by the Global Head of US Equities in New York City to fill an associate level role in Houston in order to reinitiate coverage on 6 offshore drillers companies (ATW, DO, ESV, NE, RDC, RIG) with a Senior Analyst.Developed and distributed bulge bracket style valuation books and monthly macro update book to help reinitiate coverage on the offshore drilling coverage universe.Implemented initial stage of Blue Matrix software across the valuation models for the Oilfield Services, Major Diversified and Refiners, Power, and Appalachian Energy coverage universe in order to provide more cohesive and uniform research platform for the company.

Managed the day to day operations, investment strategies, investment decisions, and fund initiatives in order to invest and manage our funds $400,000 portion of the Stevens Institute of Technology endowmentRaised and oversaw an addition of $275,000 in cash contributions to the fundOutperformed benchmark by 106 bps in my tenure as a member of Senior Management of the fund

Promoted from a four week rising junior program to a twelve week rising senior program with rotations in Equities, Prime Brokerage, Precious Metals, and Fixed IncomeEquitiesProvided daily market commentary for the equities group to provide overnight market color for use in the daily morning meeting. Additionally wrote an equity research piece on Canadian Natural Resources Limited using extensive Bloomberg research.Modeled day trading strategies based on market volatility from global economic events in Greece and ChinaPrime BrokerageBuilt aggregation model for the Securities Lending group to show security availability to Hedge Fund clients needing to cover short positions. Daily tasks included production of ten reports throughout the day using extensive use of Microsoft Excel to provide pertinent market information and data to the traders.Precious Metals (ScotiaMocatta)Completed final project and sales pitch on the details, opportunities, and macro commentary for precious metals. The project concluded with a sales pitch presentation to members of the bank.

Reported directly to the North American Manager (offices in New York, Miami, San Francisco)Coordinated business leads for US sector Managed the identification of new clientelePre-qualified potential clients through phone/email contact to ensure financial requirementsCreated pension transfer document packets for clientele

Completed payroll and invoicingDeveloped payroll system for Accounts Payable/ReceivableCreated project proposalsInspected construction sites and gave mock safety auditsConsulted businesses on OSHA Safety RegulationsScheduled and planned company training eventsRedesigned content of the business website