Due Diligence Research Analyst
Resume:
Edward J. Stavetski
Phone: 610-***-****
**********@*****.***
Wayne, PA 19087
Over the past 25 years in the financial industry. I have produced extensive research and data analysis in developing credit analysis, forecasts, budgets and risk analysis. Included in my experience was identifying M&A opportunities in private equity and venture capital. In addition, developed market strategies, interest rate forecasts and ad-hoc financial models.
Education/Designations
BA West Virginia University 1989
Studied Chemistry and Chemical Engineering
LIFA Licensed International Financial Analyst 2008
Professional Associations
U.S. Advocacy Committee (USAC) of the Association for Investment Management and Research (now CFA Institute) (5 years)
CFA Institute Annual Conference Committee (4 years)
President and Board of Directors - Financial Analysts of Philadelphia, Inc. (5 years)
Chairman CFA Institute Continuing Education Committee (10 years)
Board of Directors Adult School Night Chester County (4 years)
Board of Directors Arden Theatre (5 years)
FINANCIAL EXPERIENCE
QVResearch, LLC -Wayne, PA 2019-Current
Senior Consultant
Due diligence and risk analysis for mergers and acquisitions.
Developed credit scoring model to analyze cash flow ability and financial assessment of credit risk.
Built valuation models, borrowing levels, asset allocation, and risk analysis.
Prepare analytical methods, and monitor monthly/quarterly loan performance.
2009-2019
Whitford Advisory Services, LLC – Paoli, PA
Senior Consultant
Due diligence on real assets for acquisitions.
Developed cash flow, collateral and balance structures
Established budget and financial forecast models
Developed interest rate and economic forecasts
Developed large cap ETFs
Wilmington Family Office, Wilmington, DE 2007-2009
Chief Investment Officer
Developed econometric and pro forma financial models
Provided non-traditional asset allocations and research
Performed due diligence valuation for M&As.
CMG Investment Advisors, Radnor, PA 2005- 2007
Chief Investment Strategist
Provided risk assessment to credit holdings
Researched private equity and monitored financial strength
Produced economic, market commentary and emerging trends
Pitcairn Trust Company, Jenkintown, PA
Director of Research 2003-2005
Restructured research process reversing underperformance
Analyzed and monitored family real estate holdings
Served on the management committee overseeing the pension fund
PNC Financial Services Group, Wilmington, DE 2000-2003
Chief Investment Officer
Provided economic research on alternative assets
Due diligence on M&A deals
Managed Delaware Holding Companies
Asset allocation for family offices.
Prior Experience 1984-2000
Senior Investment Manager
Portfolio Manager and Research Analyst for asset managers
Investment officer for major Endowments (Univ of Penn, Johns Hopkins)
Credit analyst for Fixed Income Research Company
Publications
.
Books
Stavetski, Edward, Managing Hedge Fund Managers, J.B. Wiley and Sons, 2008.
(English & Chinese)
Publications
Street Insight (The Street.com)
Can Your Wealth Survive Traditional Asset Allocation
Company and Sector Analysis
The Edge (The Street.com)
Seeking Investment Alternatives – August 2005
Analyzed earnings reports
Pension Governance
Investing in Hedge Funds and Fund of Funds – 2006
CMG Outlook
How to Invest in Probabilities - January 2007
Quantitative Volatility Research Update
Real Estate Investment Trusts
Security Exchange COMMISSION CONFERENCES
Hedge Fund “Side Pockets” September 2006.
Compliance Issues for Alternative Asset Managers.
Computer Skills
Efficient in Microsoft Word, Excel, PowerPoint
references
Available upon request
Contact this candidate