Brian L. Burda, CFA

Riverside, IL ad453m@r.postjobfree.com

708-***-**** www.linkedin.com/in/brian-burda-fundamental-systematic-credit-risk-investment-analysis-consulting-sales-support

Senior Analyst

FUNDAMENTAL ANALYSIS SYSTEMATIC ANALYSIS IDEA GENERATION INVESTMENT WRITING

Global fundamental and systematic researcher with analytical, economic, intuitive, market and statistical skills seeking to analyze, build, consult, create, direct, manage, research and write about investments.

Construct alpha, valuation and risk signals and metrics for U.S. and Global investing

Combine the best of fundamental and systematic strategies to build portfolios.

Assess portfolio alpha and risk as well as credit risk.

Consult and explain strategy performance.

SKILL HIGHLIGHTS

Investment Consulting Investment Manager Analysis Investment Writing Skills

Mutual Fund Ratings Equity Ratings Credit Risk Ratings

International Investing Quantamental Investing Fundamental Investing

FactSet, ClariFi Coding SPSS Coding Excel Macros

EXPERIENCE

Kabouter Management, LLC., Chicago, IL

Consultant/Research Analyst May 2023 - present

Transition reporting and model screens to FactSet from ClariFi to streamline vendors.

Transition universe definitions to FactSet from ClariFi.

Validate data items, calculations, concepts, formulas and models in FactSet vs. ClariFi.

Correct and enhance formulas, concepts and models in FactSet.

Back-end C++, R, Python, SQL and API programming for custom concepts and models loaded back into Factset and ClariFI for performance analysis and back-testing.

Ativo Capital Management, LLC., Chicago, IL

Research Analyst August 2019 – April 2023

Expanded product line by creating super models for Emerging Markets, EAFE ex Japan, Japan and US Large Cap.

Refined signals for Value, Fundamental, Momentum, Risk and ESG improving portfolio Information Ratios.

Investigated new ideas programming them in factor libraries incorporating them into products.

Explored new research techniques, data, and software to improve signal breadth and depth.

Monitored, attributed, and explained performance improving the investment process.

Back-end C++, R, Python, SQL and API programming for custom concepts and models loaded back into ClariFI for performance analysis and back-testing.

Charles Schwab and Co., Chicago, IL

Vice President, Senior Research Analyst

Director of Research, Chicago Investment Analytics March 2001 – December 2018

Created fundamentally driven U.S. equity super models (Schwab Equity Rating) improving client outcomes.

•Five 3-star large cap Schwab active mutual funds with $4.9 billion AUM.

•One 4-star small cap Schwab active mutual fund with $640 million AUM.

•One 4-star hedged Schwab active mutual fund with $300 million AUM.

Created a fundamentally driven non-U.S. equity super model: Schwab International Equity Ratings.

•One 4-star Schwab active international mutual fund with $1.3 billion AUM

Created Schwab Credit Outlook Rating (SCCOR) for Fixed Income Ratings

•Forward looking rating system.

•Predicted the probability of credit strength changes over the next 1-36 months.

•Provided timely, objective, consistent, and actionable viewpoints on corporate bond issuers.

•Provided a Default risk perspective, a Fundamental change perspective and an Equity analysis perspective.

•Provided an intuitive analytical perspective.

•Provided an indicator that shows not all similarly rated issuers are created equal.

Brian Burda ad453m@r.postjobfree.com page 2

ADDITIONAL RELEVANT EXPERIENCE

Vice President, Director of Quantitative Research, CFROI Global Advisors / HOLT Value Associates, Chicago, IL

Tested and built global fundamental stock models for CGA/HOLT, with $1B under management

Senior Vice President, Director of Research, ABN AMRO Asset Management, Chicago, IL

Developed fundamentally driven large/small cap growth models for $2.5 billion AUM in US equities.

Research Analyst, Portfolio Manager, BMO/Harris Investment Management, Chicago, IL

Developed fundamentally driven value models to drive $750 million AUM in international equities.

EDUCATION

Master of Business Administration - Specialization in Finance, Concentration in Economics

University of Chicago, GSB

Bachelor of Arts - Economics, with Honors

University of Chicago, Phi Beta Kappa

MEMBERSHIPS/LICENSES

Chartered Financial Analyst

CQA (Chicago Quantitative Alliance) Member

CFA Institute Certificate in ESG Investing

Previously Held Licenses: Series 7, Series 24, Series 63

Licensed Illinois Real Estate Managing Broker

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