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Candidate's Name , CFARiverside, IL EMAIL AVAILABLEPHONE NUMBER AVAILABLE LINKEDIN LINK AVAILABLESenior AnalystFUNDAMENTAL ANALYSIS SYSTEMATIC ANALYSIS IDEA GENERATION INVESTMENT WRITINGGlobal fundamental and systematic researcher with analytical, economic, intuitive, market and statistical skills seeking to analyze, build, consult, create, direct, manage, research and write about investments.Construct alpha, valuation and risk signals and metrics for U.S. and Global investingCombine the best of fundamental and systematic strategies to build portfolios.Assess portfolio alpha and risk as well as credit risk.Consult and explain strategy performance.SKILL HIGHLIGHTSInvestment Consulting Investment Manager Analysis Investment Writing SkillsMutual Fund Ratings Equity Ratings Credit Risk RatingsInternational Investing Quantamental Investing Fundamental InvestingFactSet, ClariFi Coding SPSS Coding Excel MacrosEXPERIENCEKabouter Management, LLC., Chicago, ILConsultant/Research Analyst May 2023 - presentTransition reporting and model screens to FactSet from ClariFi to streamline vendors.Transition universe definitions to FactSet from ClariFi.Validate data items, calculations, concepts, formulas and models in FactSet vs. ClariFi.Correct and enhance formulas, concepts and models in FactSet.Back-end C++, R, Python, SQL and API programming for custom concepts and models loaded back into Factset and ClariFI for performance analysis and back-testing.Ativo Capital Management, LLC., Chicago, ILResearch Analyst August 2019  April 2023Expanded product line by creating super models for Emerging Markets, EAFE ex Japan, Japan and US Large Cap.Refined signals for Value, Fundamental, Momentum, Risk and ESG improving portfolio Information Ratios.Investigated new ideas programming them in factor libraries incorporating them into products.Explored new research techniques, data, and software to improve signal breadth and depth.Monitored, attributed, and explained performance improving the investment process.Back-end C++, R, Python, SQL and API programming for custom concepts and models loaded back into ClariFI for performance analysis and back-testing.Charles Schwab and Co., Chicago, ILVice President, Senior Research AnalystDirector of Research, Chicago Investment Analytics March 2001  December 2018Created fundamentally driven U.S. equity super models (Schwab Equity Rating) improving client outcomes.Five 3-star large cap Schwab active mutual funds with $4.9 billion AUM.One 4-star small cap Schwab active mutual fund with $640 million AUM.One 4-star hedged Schwab active mutual fund with $300 million AUM.Created a fundamentally driven non-U.S. equity super model: Schwab International Equity Ratings.One 4-star Schwab active international mutual fund with $1.3 billion AUMCreated Schwab Credit Outlook Rating (SCCOR) for Fixed Income RatingsForward looking rating system.Predicted the probability of credit strength changes over the next 1-36 months.Provided timely, objective, consistent, and actionable viewpoints on corporate bond issuers.Provided a Default risk perspective, a Fundamental change perspective and an Equity analysis perspective.Provided an intuitive analytical perspective.Provided an indicator that shows not all similarly rated issuers are created equal.Candidate's Name  EMAIL AVAILABLE page 2ADDITIONAL RELEVANT EXPERIENCEVice President, Director of Quantitative Research, CFROI Global Advisors / HOLT Value Associates, Chicago, ILTested and built global fundamental stock models for CGA/HOLT, with $1B under managementSenior Vice President, Director of Research, ABN AMRO Asset Management, Chicago, ILDeveloped fundamentally driven large/small cap growth models for $2.5 billion AUM in US equities.Research Analyst, Portfolio Manager, BMO/Harris Investment Management, Chicago, ILDeveloped fundamentally driven value models to drive $750 million AUM in international equities.EDUCATIONMaster of Business Administration - Specialization in Finance, Concentration in EconomicsUniversity of Chicago, GSBBachelor of Arts - Economics, with HonorsUniversity of Chicago, Phi Beta KappaMEMBERSHIPS/LICENSESChartered Financial AnalystCQA (Chicago Quantitative Alliance) MemberCFA Institute Certificate in ESG InvestingPreviously Held Licenses: Series 7, Series 24, Series 63Licensed Illinois Real Estate Managing Broker