Analyst Manager
Resume:
TIMOTHY A. REZVAN, CFA
**D New England Avenue, Summit, NJ 07901 *******@*****.***
Experienced Equity Research Analyst and Portfolio Manager
Oil & Gas Sector - Quantitative Research - Portfolio Management
Current position entails fundamental research of two dozen refining,
integrated and E&P companies. Past experience includes over nine years
of experience as a quantitative research analyst and portfolio manager.
The team managed leveraged equity and long-only strategies using a
quantitative approach and a fundamental overly to drive outperformance.
Covered various sectors as a research analyst, using security selection
to deliver alpha. Key competencies include:
Oil & Gas Industry Research Quantitative Research
US and International Equity Markets Equity Portfolio Management
Expertise
Demonstrated Strong Oral Excellent Technical Writing Abilities
Communication Skills
PROFESSIONAL EXPERIENCE
OPPENHEIMER & CO. INC. New York, NY
2009 - Present
Oil & Gas Sector, Associate Analyst
. Fully licensed member of three-person team publishing research on two
dozen large cap integrated, refining and exploration and production
companies.
. Cultivate relationships with senior management and investor relation
contacts at coverage companies. Leverage contacts to derive industry
themes and fine-tune earnings projections.
. Publish broad range of reports covering company events, industry
thematic pieces, political and regulatory speculation and industry
primers.
. Liaise with key buy-side clients and internal sales and trading
contacts to increase penetration of the team's research products.
. Develop and update proprietary earnings and valuation models.
. Lead initiation efforts to broaden team's coverage universe. Further
initiation efforts underway.
BLACKROCK New York, NY
2003 - 2009
Director, Quantitative Analyst (2007 - 2009)
. Member of six-person team that guided the team's core equity composite
to outperform the S&P 500 by over 1% on annualized basis from 2003 to
2009, with target tracking error under 2.0.
. Covered Energy and Consumer Discretionary sectors on global basis for
quantitative equity investment team with $6 billion in assets in US,
international and global strategies.
. Oversaw day-to-day portfolio management responsibilities for over two
dozen funds, monitoring risk exposures and adherence to strategy
guidelines.
. Led four-person data production team for team's quantitative models.
Major contributions included:
> Accelerating overnight data delivery schedule for 6,000 global
stocks in quantitative platform, establishing procedures to ensure
timely and accurate data processing.
> Implementing early morning quality control checks of input/output
data.
. Established portfolio optimization process to aid portfolio
construction in long-only and leveraged equity funds. Optimizations
guided the team's security selection decisions, revealing the most
efficient ways to improve the portfolio's risk-return profile.
. Presented model results, quantitative insights and equity market trends
to mutual fund boards, marketing staff, senior management and other
investment teams.
Vice President, Quantitative Analyst (2003-2007)
. Constructed data warehouse for international securities to support EAFE
and Global equity quantitative products, compiling data and setting up
benchmark licenses with vendors.
. Oversaw day-to-day portfolio management responsibilities for over two
dozen funds, monitoring risk exposures and adherence to strategy
guidelines.
. Participated in factor research for team's multi-factor models. Recent
topics included Short Interest, Change in Shares Outstanding and
Earnings Quality factors.
. Performed daily data processing for alpha scores for US and
international models.
. Managed cash balances in portfolios, utilizing futures to equitize cash
positions.
WEISS, PECK & GREER New York, NY
1998 - 2003
Vice President, Quantitative Analyst (2000 - 2003)
. Utility and Consumer Services analyst for $2 billion in quantitative
equity strategies.
. Managed over $50 million in separate account portfolios for high net-
worth clients.
. Day-to-day portfolio management responsibilities for mutual funds and
portfolios.
. Created hybrid security selection screens using fundamental analyst
scores and quantitative model inputs for other equity portfolio
management teams.
Marketing Associate (1998 - 2000)
. Primary marketing support contact in all asset classes for
institutional consultants.
. Successfully completed multiple RFPs for several hundred million
dollars of mandates, including equity, fixed income and alternative
asset class assignments.
. Led project to integrate marketing language into Microsoft Access
database for future RFPs.
ARGUS INVESTORS' COUNSEL New York, NY & Stamford, CT
1996 - 1998
Marketing Associate
. Completed RFPs for boutique firm's large cap core equity strategy,
winning several mandates from public pension funds and Taft-Hartley
pension plans.
. Spearheaded marketing efforts by disseminating product data to
investment consultants.
. Supported portfolio managers with industry-specific research projects.
EDUCATION
NEW YORK UNIVERSITY
2004 - 2007
Leonard N. Stern School of Business, Langone Part-Time Program, New York,
NY.
Master of Business Administration. Completed specializations in Financial
Instruments & Markets and International Finance. Coursework included
Futures & Options, Volatility and Emerging Markets.
COLLEGE OF WILLIAM & MARY Williamsburg, VA
1992 - 1996
Bachelor of Business Administration, Finance. Also completed degree
requirements for Bachelor of Arts, Spanish.
DESIGNATIONS & SKILLS
. Chartered Financial Analyst charter-holder since 2001
. Chartered Alternative Investment Analyst Level I candidate
. FINRA Series 7, 63, 86 and 87 license holder
. Technical skills include Barra, Factset, Bloomberg, Baseline,
Thomson Firstcall, Moxy, Charles River Trading, BlackRock's Aladdin
systems,VBA (some)
. Member of CFA Institute and New York Society of Security Analysts
. Fluent in Spanish
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