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Financial Analysis, Strategic Advisory, Competitive Valuation

Location:
Pearl River, NY
Salary:
300000
Posted:
May 16, 2023

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Resume:

MAUREEN MCENROE, CFA

Creating Alpha via Timely Original Stock Ideas

*** ***** ********** **** ***** River, New York 10965 914-***-**** adw56f@r.postjobfree.com Combines deep independent research and stock idea generation with an astute sense of timing and market dynamics to make decisive Buy/Sell decisions. Clearly understands the various healthcare sectors, the regulatory environment and the interactions between them. Current with Healthcare regulations, FDA standards and Medicare and Medicaid standards. Translates that knowledge, coupled with current market conditions or sentiment, and company specific performance to identify attractive investments. Expert in Healthcare Services sector including HMOs, Hospitals, PBMs, Distributors, Labs, Skilled Nursing, HIT and Home Care companies. Deep knowledge in Medical Technology and Biotechnology sectors. Utilizes top down sector analysis coupled with bottoms up stock selection to drive superior returns. Increasing Returns via Timely Original Investment Ideas and Insightful Event Driven Trading

Healthcare Industry Experience Financial Analysis Market Research

Profitable Stock Selection Marketing Ideas Business Valuation

Creative Problem Solving Consensus Building Relationship Management

Regulatory Impact on Stocks Relative Valuation Market Dislocation Opportunities TRACK RECORD

EVOKE CANALE, San Diego, CA

Managing Director Investor Relations

Executive Leadership Team member. Managed the east coast operations. Built out the IR function. . Created Scope of Work and proposals and presented Canale to prospective Life Science clients. Developed client’s individual story and positioning and communicated these to internal and external stakeholders. Created Competitive Matrices and comparative valuation data. Targeted investors, analysts, and investment bankers. Wrote website content, press releases, conference call transcripts and corporate presentations. Provided high level strategic advice to clients and to Canale staff. Advised clients on capital structure issues. Created educational materials and Teach-ins to ensure clients and Canale employees are up to date on market conditions. Authored White Papers on current issues impacting biotech companies. TIBEREND STRATEGIC ADVISORS, New York, NY

Executive Vice President Strategic Advisory

Managed the IR department of Tiberend, a Strategic Communications firm. Oversaw all client messaging and communications with internal and external parties. Developed strategic messaging, peer analysis, investor targeting financial community introductions, conference, and event planning for private and public clients. Wrote website content, press releases, conference call transcripts, and earnings releases. Marketed Tiberend’s services to healthcare companies. Developed competitive analysis and comparative valuation spreadsheets. Responsible for business development including finding and introducing potential new clients, writing new business proposals and comprehensive Strategic Communication plans. Made presentations to C Suite and Board of Directors. IGUANA HEALTHCARE PARTNERS, New York, NY

Senior Healthcare Services Analyst, Director of Marketing and Investor Relations Analyzed Healthcare Services, Med Tech and some Biotechnology stocks and selected stocks to optimize performance in the portfolio. Assessed regulatory and macro market factors and determined how they impacted stocks and sectors. Sought out innovation and trend bending products or services. Maintained large healthcare stock database used to spot inconsistencies in stock valuations or overreactions to news. Fostered proactive communications with companies and Sell Side analysts. Marketed the fund to potential investors. Fostered proactive communications with Companies, Investors and Sell-Side analysts. Successfully identified and recruited new investors into the fund; maintained detailed Investor and Fund documents and Performance databases. Researched and identified potential venues to market the fund. Attended Cap-Intro and Investor related conferences and events. Authored monthly and quarterly Investor Letters. Maintained fund performance databases, DDQs, and marketing pitch decks. Assessed regulatory and macro market factors and determine how they impacted stocks and sectors. Liaised with Capital Introduction groups ICV, New York, NY

Managing Director of the Strategic Advisory Business Provided Consulting and Advisory services to several public and private companies. Developed strategic messaging and managed company-client relationships. Authored company press releases and other investor related materials. Wrote company tear sheets encapsulating the story, the opportunity, and the call to action for investors. Introduced clients to potential investors and fund managers. Helped develop and produce industry conferences BDR RESEARCH, New York, NY

Vice President Healthcare Services

Provided proprietary research, market analysis and long/short stock selections for Hedge Fund/Mutual Fund clients. Conducted individual and team projects including product/services analysis, market potential, likely launch success, and competitive threat analysis.

• Conducted detailed sales force teach-ins on various topics in healthcare.

• Performed due diligence and advisory services for companies and for corporate finance and M&A

• Consistently wrote extremely detailed initial research reports providing clients, companies and the sales force with thorough overviews of companies, growth trends, and position in the industry. Reports frequently used as resource documents to research companies.

MAC Healthcare Consulting, Pearl River, NY

Buy-Side Analyst & Portfolio Consultant

Generated higher than average returns for clients through proprietary research and analysis and buy/sell/short recommendations to several hedge fund clients. Maintained active communications with companies in the portfolio, potential investments, Washington DC regulations, and sell-side sales, trading, and research personnel. Developed pitch decks, marketing materials, tear sheets and other company specific presentation materials. Provided website content materials and updates. Introduced companies to potential investors or strategic partners. Sought Business Development opportunities for client companies. Maintained communication with sell-side analysts and sales personnel. Attended investor conferences with clients. Maintained extensive database of healthcare companies, product development timelines and potential competitive threats for clients’ companies. MERLIN BIOMED GROUP, New York, NY

Healthcare Services Portfolio Manager

Consistently delivered positive investment gains to the overall portfolio from long and short Healthcare Services and Medical technology stock investment. Collaborated with the principal portfolio manager in research, buy/sell decisions in the Biotechnology and Pharmaceutical sectors. Maintained active communications with companies in the portfolio, potential investments, Washington DC regulations, and sell-side sales, trading, and research personnel. Developed and maintained extensive database of potential investments. Marketed the fund to investors. HCFP/BRENNER SECURITIES, New York, NY

Director, Senior Healthcare Analyst, Director of Healthcare Research Built and developed the research and analysis discipline at the firm for Physicians Practice Management, Healthcare Information Services, and emerging Biotechnology industries. Successfully leveraged research results and market analysis to drive positive client results. Successfully managed a team of analysts. MERRILL LYNCH CAPITAL MARKETS, New York, NY

Vice President, Senior Financial Analyst

Established practice area focused on Agricultural Biotechnology and Bioinstrumentation equities. Produced detailed research reports on target companies, growth trends, and industry positions. Developed and managed junior analysts.

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EDUCATION

M.B.A. Finance Leonard N. Stern School of Business New York University B.S.N. Columbia University School of Nursing

Bronx High School of Science

AFFILIATIONS.

AIMR CFA

VOLUNTEER

Lourdes Kids of Rockland Board of Directors



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