Management Research

WILLIAM FOLEY ASIP

917-***-**** ***********@*****.*** www.linkedin.com/in/willfoley

Summary

Investment professional with extensive capital markets background, including institutional investing, sellside equity research and investment banking. Comprehensive experience with financial statement analysis and peer group/competitive analysis. Extensive relationships with senior management, institutional investors and sellside equity research analysts. Collaborative team player with strong track record of mentoring less experienced analysts. Highly organized, attentive to detail and discrete. Excellent verbal/written communication skills.

Skills

Capital Markets

Equity Research

Financial Statement Analysis

Peer/Competitive Analysis

Quarterly Earnings Analysis

Corporate Finance

Macroeconomic Analysis

Client Presentations

MS Office

Experience

Wellington Management Company, Boston, MA (based in Philadelphia area) 2007 – October 2016

WMC is an independent global investment management company. The firm has client assets under management of ~$970 billion and runs the full spectrum of active equity and fixed income strategies.

Senior Equity Research Analyst

Senior analyst on ~$60bn investment team responsible for analyzing company, industry and macroeconomic data to identify differentiated stock ideas across multiple industries.

Extensive capital market background, with direct experience in institutional investing, sellside research and corporate finance (M&A, IPO’s, etc.).

Comprehensive background in financial statement analysis, quarterly earnings review and financial modeling. Performed detailed analysis of 100+ companies over the past 3-5 years.

Deep expertize in peer group/competitive analysis across multiple industries, with a keen sense of the factors that drive consistent stock price outperformance.

Maintained regular dialogue with senior management and investor relations at 50+ companies through one-on-one meetings, phone calls and industry conferences.

Extensive institutional investor (buyside) and sellside equity research relationships that can be leveraged in an investor relations role.

Excellent verbal/written communication skills, with the demonstrated ability to build strong relationships with senior management, institutional investors and sellside equity research analysts.

Collaborative team player with strong track record of mentoring les experienced analysts.

Highly organized, attentive to detail and discrete.

WILLIAM FOLEY ASIP 917-***-**** ***********@*****.*** Page Two

Diker Management, LLC, New York, NY 2006 - 2007

Employee owned long-short equity hedge fund focused on small cap stocks across a range of industries.

Equity Research Analyst

Led the energy investing effort for a long/short equity hedge fund focused on small cap stocks.

Capitalized on the volatility in the natural gas price (2006-2007) by shorting E&P/oil services stocks as the price collapsed (2006) and then switching to long positions as the price began to rally in 2H16.

Uncovered small cap energy stocks that were under the radar of most investors through fundamental research and extensive engagement with senior management, industry contacts and buyside/sellside analysts.

Collaborated in the portfolio construction process to optimize energy positioning.

Participated in many client/prospect presentations and made a compelling case for the investment opportunities in the small cap energy space.

Long/short ideas were consistent positive contributors to fund performance.

Sidoti & Company, LLC, New York, NY 2000 - 2006

Boutique equity research firm providing institutional investors with independent research on small/mid cap stocks across a range of industries.

Equity Research Analyst

Led energy research effort at boutique research firm specializing in small/mid cap equities.

Ranked #1 Oil Services Analyst (for stock picks) by Wall Street Journal (Best on the Street) in 2005.

Consistently ranked one of the top analysts in the firm based on internal rankings and client feedback.

Maintained constructive view on energy stocks during the commodity price boom of 2000-2006, with many recommended stocks at least doubling during this time.

Maintained coverage of ~20 small cap energy stocks. This involved writing initiation and frequent update notes, building/maintaining financial models, maintaining regular dialogue with company management and making buy/sell/hold recommendations to institutional clients.

Highly effective in presenting stock ideas to clients, with reputation for thoroughly researched high conviction ideas that were consistently differentiated from peers.

Education

Trinity College, Dublin (Ireland)

BSc. in Management, Accounting & Finance concentration, Honors degree

CFA Society of the UK, Earned ASIP Designation

3-year program focused on fundamental equity research and portfolio management

CFA Level 3 Candidate, June 2017

Volunteering

Wellington Management Foundation

Reviewed (quantitative / qualitative) local charities and make funding recommendations to the Board of Directors.

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