Montclair, New Jersey, United States
I'm a multi-faceted finance professional, with experience in investor relations, sell-side research and as a director of research. In my IR role I provide a unique combination of financial acumen, investor insight and communications skill. My research career was primarily focused on homebuilders and building products stocks, which requires a keen understanding of macro trends, real estate demand drivers, consumer demographics and individual company financial statement analysis and strategy review. I prioritized the creation of thoughtful, unique and thorough industry and company research. My success as an analyst required that I maintain consistent connectivity with the trading desk, interact daily with sales and clients on analyses and trading ideas and host senior management on roadshows and events.
Provided investor relations strategy and counsel to a variety of companies in multiple industries, utilizing my unique experience and insight as a sell-side equity research analyst. Prepared companies for M&A and IPO transactions, implemented investor relations best practices, prepared analyses on buyside and sell-side targeting efforts, and counseled management teams on ESG priorities and communications.
Lead equity research analyst covering homebuilders and building products companies. Provided insight into macro and micro trends in the housing and building products sectors. Created in-depth models and analysis to buyside investors, models and forecasts on company financial statements, M&A transactions, and demand drivers. Communicated analyses to buyside investors and liaised with corporate managers and investor relations professionals.
Senior equity research analyst covering the homebuilders and building products sectors. Director of Research responsibilities included coordinating firmwide research, recruiting, supervising analysts and associates and spearheading growth initiatives. Extensive financial statement analysis experience, including balance sheet, cash flow and income statement modeling.