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| Desired Industry: Finance/Investment |
SpiderID: 28879 |
| Desired Job Location: Philadelphia, Pennsylvania |
Date Posted: 9/28/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: Immediate |
| Desired Wage: |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Masters |
Willing to Relocate: Yes |
Objective:
I am an investment professional with exceptional knowledge of the financial services industry, built through years of experience in fixed income analysis, equity research, and rigorous academic study. My goal is to use my expertise to deliver superior performance as an investment management professional. As an analyst, my selected stocks significantly outperformed relative benchmarks in seven out of eight years, from 2000 through mid-2008.
Experience:
Adjunct Professor of Finance (2008-Present); New York University
• Instructor for “Fundamentals of Corporate Finance” and “Understanding the Financial Crisis of 2008.”
• Develop curriculum as needed, deliver all lectures to students, construct and grade all problem sets, exams, and term papers.
Managing Director (2006-2008); Oppenheimer Capital
• Headed the financial services sector team, coordinating all financial services research delivered to portfolio managers for portfolio construction.
• Constructed financial models on covered stocks, prepared investment theses and helped develop the firm’s investment process.
• Managed a sector “paper” portfolio to guide portfolio managers’ investment decisions in the banking, insurance, and specialty finance industries.
Senior Vice President - Equity Research (2000-2005); Brown Brothers Harriman & Co.
• Financial services sector team leader, charged with constructing and monitoring the financial services component of the firm’s Growth and Value funds. Provided primary oversight for these analyst-managed funds.
• Generated investment ideas within the financial services sector for portfolio managers.
• Advised relationship managers regarding sector trends and client investments.
Senior Equity Analyst and Vice President (1996-2000); Prudential Securities, Inc.
• Selected as one of the Wall Street Journal’s 1998 All-Star Analysts for Estimate Accuracy in the category of Brokerage and Finance.
• Developed investment opinions and provided financial research on ten financial services companies, including Fannie Mae, Freddie Mac, and Sallie Mae.
• Prepared financial models to project company earnings and future financial conditions.
Vice President for Fixed Income Research (1994-1996); Prudential Securities, Inc.
• Directed the firm’s research regarding the performance, relative value and optimal structuring of commercial mortgage-backed Securities (CMBS).
• Provided research component of start-up commercial mortgage conduit, becoming the second most profitable fixed income product in 1995.
Chief Economist (1990-1994); Real Estate Board of New York
• Analyzed the commercial property markets of New York City. Projected vacancy rates, rent levels, and other valuation measures.
• Prepared numerous policy position papers regarding state and local regulatory issues.
Adjunct Professor of Economics and Real Estate Investment (1992-1994); New York University
• Taught courses in real estate economics and mortgage securitization, using both macroeconomic and microeconomic principles.
• Explained the role of the capital markets in real estate finance.
Senior Financial Analyst (1988-1990); Office of the Mayor, Philadelphia, PA.
• Advised the Deputy Mayor for Economic Development regarding the feasibility of proposed real estate development projects.
• Analyzed the effects of proposed tax and economic development policies.
Research Associate (1987-1988); Pennsylvania Economy League, Inc., Philadelphia, PA.
• Developed policy recommendations specific to public finance and economic development.
Education:
The Wharton School of Finance; Philadelphia, Pennsylvania: Master of Arts in real estate finance and public policy awarded in May, 1987.
St. John’s College, Annapolis, Maryland: Bachelor of Arts awarded in May, 1982.
Affiliations:
• Volunteer instructor for the Sanford I. Weill Institute at the New York City High School for Economics and Finance (2004-present).
• Member of the Board of Directors and Treasurer: Touchstones Discussion Project, Annapolis Maryland (2002-2007).
• By appointment of the Mayor, member of the New York City Economists Roundtable, (1993). The Roundtable acted as counsel to the Mayor’s economic policy staff.
• Member of the Board of Directors: New Kensington Community Development Corporation, Philadelphia, Pennsylvania (1988-1989).
Skills:
• Excellent working knowledge of Excel
• Proficient in several programs used to retrieve and analyze market data, such as Bloomberg, Factset, etc.
Additional Information:
Partial List of Publications:
• Contributing Author to Handbook Of Commercial Mortgage Finance: Primary And Secondary Markets, edited by Jess Lederman. Published by Mortgage Bankers Association of America, 1997.
• Contributing Author to Asset-Backed Securities, edited by Anand K. Bhattacharya and Frank J. Fabozzi. Published by Frank J. Fabozzi Associates, 1996.
• “The Commercial Secondary Comes of Age,” Mortgage Banking, May, 1995, pages 63-70, published by the Mortgage Bankers Association of America.
Reference:
Available upon request.
Candidate Contact Information:
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