Equity Research Analyst
Resume:
Christian E. Remmert
Missouri City, TX 77459
*********.*******@*****.***
Experience Kaizen Management, LP. Houston, TX
**** – 2017 Senior Equity Research Analyst
• Led research effort for founding principle of a private partnership targeting undervalued special situations spanning all sectors, with an emphasis on global natural resources and technology
• Created comprehensive financial models and forecasts for investment candidates, evaluating segment operating efficiency, margin analyses, long term cash flow sustainability, and balance sheet strength
• Maximized risk reward profile of investment candidates and improved selection process by stress testing financial models through scenario analyses, identifying key drivers of the business and potential risks to future financial sustainability
• Developed industry expertise through extensive due diligence, including continuous company management interaction, onsite facility tours, discussions with competitors, customers, industry consultants, and sell-side analyst research
• Delivered various ad-hoc company financial analyses and industry macro research to optimize capital allocation decisions with a focus on maximizing future fund performance
• Generated monthly net asset value for fund and created monthly shareholder letter distributed to all partners of the fund, effectively communicating strategic rationale of portfolio holdings Invesco Ltd. Houston, TX
2007 – 2011 Equity Research Analyst – Mid Cap Growth Team
• Responsibilities included coverage of Energy, Financials, and Utilities on the Invesco Mid Cap Growth Team (~$2bn in AUM)
• Led team performance in relative attribution 2 out of 4 years
• Utilized GARP process with strong focus on free cash flow, valuation, and sustainable fundamentals
• Managed portfolio investment decisions by combining primary research with proprietary earnings, cash flow, and valuation models to identify investment candidates mispriced relative to intrinsic value
• Created top-down industry / sector analyses, multi-factor quantitative models, and technical studies to complement disciplined bottoms-up fundamental process Summer 2006 Intern - Equity Research Analyst / Small Cap Team
• Generated investment recommendations based on fundamental research for small cap semiconductor companies through financial modeling, meetings with company management, and industry level analysis 1999 – 2005 Invesco Ltd. Houston, TX
Competitive Research Analyst (02/03 - 08/05)
• Provided on-demand requests for portfolio managers consisting of statistical risk analyses of fund relative performance attribution, competitor funds, performance rankings, and market trends Product Information Analyst (08/02 - 02/03)
• Acted as a consultant to Retail Marketing, Product Management, Financial Reporting, and Legal regarding Invesco fund performance calculations, fund statistical analysis, and sales concepts Education The University of Texas at Austin, McCombs School of Business Austin, TX May 2007 Master of Business Administration
Concentration in Finance
MBA Investment Fund, L.L.C. Austin, TX
2005 – 2007 Portfolio Manager – Energy, Materials, Industrials & Utilities
• One of twenty students selected through a formal application and interview process to manage growth, value, and fixed income portfolios with combined assets in excess of $14 million Texas A&M University College Station, TX
August 1998 Bachelor of Science, Animal Science
Other CFA Level III Candidate
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