
Traditional Research Analyst at CTC Consulting
Portland, Oregon Area

Traditional Research Analyst at CTC Consulting
Portland, Oregon Area
I have over 2 years of investment industry experience in the following areas: trade desks, operations, and research (security-specific in large variety of vehicle classes and manager research). Alongside investment industry-related experience, I am familiar with a variety of programming languages, database development concepts, and broad information systems knowledge. In the past I've held a couple of management roles that included client service, equipment acquisitions, directing marketing/sales campaigns, and managing several employees.
I always uphold a high standard of ethics, persistence, hard work, and ability to learn new information and tasks quickly.
Currently I am a Traditional Research Analyst at CTC Consulting. I specialize in International Small Cap investment manager research, but also have exposure to fixed income and hedge fund analysis. I am pursuing the CFA certification and learning C++ in order to increase my efficiency with trading, application development, financial, statistical, technical and fundamental analysis.
Capital Markets & Finance:
- Investment Manager Research
- Equity Trading
- Portfolio Management
- Fundamental & Technical Analysis
- Equity, Fixed Income & Derivatives Research
- Financial Modeling
- Macroeconomic Analysis
General:
- Business Strategy
- Project Management
- Client Service
Technology:
- Programming (Application Development)
- Database Development
- SQL, VB.net, ASP.net, C++
Fluency in Russian & English.
(Investment Management industry)
September 2009 — Present (3 months)
CTC provides worldwide clients with investment philosophy, asset allocation, and investment manager recommendations using an objective and unbiased approach.
(Investment Management industry)
November 2008 — March 2009 (5 months)
Top 10% ranked, long-only, all-cap money manager/brokerage/investment advisory firm (hybrid). Equity, fixed income, derivatives.
(Investment Management industry)
September 2007 — March 2009 (1 year 7 months)
University of Washington's student invesment portfolio, sponsored by D.A. Davidson & Co. $50,000 AUM, long-only US equity.
(Investment Management industry)
July 2008 — September 2008 (3 months)
London-based long/short global equity hedge fund. Equity, derivatives, currencies.
(Privately Held; Investment Management industry)
October 2007 — June 2008 (9 months)
Investment management research firm. Produces investment products such as indexes and exchange-traded notes and index-related derivatives. Specializes in portfolio management and currency/derivative overlay services.
BA , Business Administration: Finance & Management Information Systems , 2003 — 2009
- Rated #9 top public business program by Business Week.
- Secured 2nd place in regional student investment portfolio competition in 2009 as Managing Director
High School Diploma , Advanced Placement High School Curriculum , 1999 — 2003
Trading, music, reading, capital markets & investment banking, technology, mergers and acquisitions, private equity, business, politics & foreign relations, art, entrepreneurship, cars & racing
Dow Dawgs Finance Association, University of Washington Investment Management