STEVE D 's Resume
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EQUITY RESEARCH ANALYST
Summary
Equity research analyst with a 12-year of work experience in the field. Capable of improving workflow efficiency, leading comprehensive presentations to management as well as clients, maintaining reports and analyzing financial statements. Highly skilled in customer service and driving growth of revenue. Sound adviser for decision makers. Team player capable of driving business initiatives that positively impact the bottom line and streamline operations. Excellent English fluency, oral and written communication.
My Skills Set
Work Experience
Hawk Eye Investment Group
Equity Research Analyst
Minnesota
- Junior analyst on II ranked MLPs team covering crude focused midstream MLPs with an aggregate ~$125B in market cap
- Build and update models, write comprehensive reports including a weekly and quarterly, and speak with investors and management
- Read through press releases, documents filed with the SEC, FERC filings, and supplemental financial data related to the sector
- Identify sector and company specific valuation drivers, understand market sentiment, and identify key risks to investment theses
- Predict asset level EBITDA changes resulting from contract rollovers using competitors' tariffs and changing pricing differentials
- Stay up to date on all news to determine the extent to which our coverage may be impacted, and imply market over/under reactions
- Awarded "report of the month" by Barclays for returns on invested capital analysis for every MLP under coverage
Robert Capital Partners
EQUITY RESEARCH ANALYST
Minnesota
- Wrote initiation report on a stock within the II ranked US Chemicals group and built a model to determine valuation
- Created an industry presentation on methanol which included plant by plant supply and demand build-ups and growth expectations
- Conducted breakeven analysis for marginal producers, factoring in substitute products and downstream product choices
- Determined chemical utilization formulas based on underlying commodity prices and demand predictions
- Conducted due diligence on equities through conversations with experts, similar companies' IR, employees, and analyzing raw data
Independent Financial Management
EQUITY RESEARCH ANALYST
Minnesota
- Sourced data using WIND, updated financial models in Excel and conducted fundamental researches on target companies in alternative energy industry; Presented results and investment advice to fund manager
- Led comprehensive research of Artificial Intelligence industry of China, and authored relevant chapters of company’s self-published book about TMT industry
The Finance Store
EQUITY ANALYST
Minnesota
- Analyze alternative investment opportunities using quantitative metrics of risk adjusted returns and market cycle analysis
- Research macroeconomic trends to make overweight/underweight recommendations on asset allocations and specific funds
- Perform due diligence by communicating with hedge fund managers regarding fund performance and market expectations
Education
MBA in Finance Mgt.
7.0 CGPA
California Technical College
MN
Bachelor's in Finance
6.5 CGPA
California Technical College
MN