Alder Financial Group Director of Trading and Research
Jul. 2012 - Jun. 2017Atlanta, GAA fee-only registered investment advisor and investment management firm that manages and services the needs for high net worth individuals, companies, profit sharing plans, foundations and other institutional clients. Director of Trading & Research • Worked directly under the CIO to carry out the successful execution of all equity and fixed income trades across all asset classes. • Conducted technical and fundamental valuation analysis in both the equity and fixed income markets identifying areas of opportunity.
• Monitored firm’s current positions on equities and fixed income assets within larger portfolio regularly, reallocating as necessary.
• Built and maintained multiple types of financial models to track and report current positions, cash flow, risk, and new opportunities.
• Performed due diligence on new and existing clients’ existing positions as assets are prepared for transfer and made recommendation on whether to keep them in the portfolio or sell.
• Maintained a current list and tracked durations for all of our fixed income holdings and maintained the bond risk data.
• Built and implemented a system to efficiently monitor client holdings and quickly reach investment decisions.
• Led and managed the successful implementation of company projects including their website. • Experience with the following asset classes and products: equity and fixed income ETFS and mutual funds; individual company stock, preferred stock, MLPS, leveraged loans, bank loans, auto loans, mortgage bonds, high yield bonds, corporate paper, closed end funds, Treasuries, RIETs.