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MBA & Chartered Financial Analyst

$25/hr Starting at $200

I am a CFA charterholder and earned an MBA from The Wharton School of Business, University of Pennsylvania and a BA from Trinity College. Currently, I am a Portfolio Manager at a boutique Registered Investment Advisor, where I manage separate accounts across multiple investment strategies and conduct my own primary and secondary analysis of macro-, microeconomic and market trends, as well as company research. Prior to this, I traded Exchange Traded Funds (ETFs) at Lehman Brothers and Barclays Capital in New York where I was responsible for making markets in all US-listed ETFs. In this role, I also created a Visual Basic-based pricing model that estimated the Net Asset Value of ETFs that were difficult to value, such-as multi-commodity and non-US equity ETFs, which allowed my desk to identify and capitalize on arbitrage opportunities.

About

$25/hr Ongoing

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I am a CFA charterholder and earned an MBA from The Wharton School of Business, University of Pennsylvania and a BA from Trinity College. Currently, I am a Portfolio Manager at a boutique Registered Investment Advisor, where I manage separate accounts across multiple investment strategies and conduct my own primary and secondary analysis of macro-, microeconomic and market trends, as well as company research. Prior to this, I traded Exchange Traded Funds (ETFs) at Lehman Brothers and Barclays Capital in New York where I was responsible for making markets in all US-listed ETFs. In this role, I also created a Visual Basic-based pricing model that estimated the Net Asset Value of ETFs that were difficult to value, such-as multi-commodity and non-US equity ETFs, which allowed my desk to identify and capitalize on arbitrage opportunities.

Skills & Expertise

AnalysisBasicCapital MarketsChartered Financial AnalystExcelExcel ProgrammingFinancial AdvisoryFinancial AnalysisFinancial PlanningInvestment Portfolio DesignProperty ManagementReal Estate AnalysisResearchStockStocksTradingVisual Basic

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