Research Analyst C++

Brian L. Burda, CFA

Chicago, IL 708-***-**** *****.*.*****@*****.***

Highly analytical and results-driven finance professional with extensive experience in fundamental and systematic analysis, investment consulting, and research. Proven track record in constructing alpha and risk metrics, enhancing portfolio performance, and consulting on investment strategies. Adept at integrating fundamental insights with quantitative methods to drive informed decision-making and achieve superior financial outcomes. Seeking opportunities in finance, accounting, or analytical roles where deep analytical skills and strategic insight can add value. CORE COMPETENCIES

● Financial Analysis: In-depth expertise in constructing valuation and risk metrics for U.S. and global investing, assessing portfolio alpha, and managing credit risk.

● Investment Research: Extensive experience in fundamental and systematic research, including development of equity, credit, and investment ratings.

● Quantitative Analysis: Proficiency in programming (C++,Python, R,SQL,VBA) for custom financial models, performance analysis, and back-testing.

● Investment Consulting: Skilled in explaining strategy performance, validating data, and consulting on investment and risk strategies.

● Portfolio Management: Proven ability to enhance portfolio performance through sophisticated model development and signal refinement.

PROFESSIONAL EXPERIENCE

Kabouter Management, LLC., Chicago, IL

Consultant/Research Analyst May 2023 - present

● Transitioned reporting and model screens from ClariFi to FactSet, enhancing data accuracy and streamlining processes.

● Validated and improved data items, calculations, and models in FactSet, ensuring robust financial analysis.

● Developed custom concepts and models using C++, R, Python, and SQL for enhanced performance analysis. Ativo Capital Management, LLC., Chicago, IL

Research Analyst August 2019 – April 2023

● Created and refined investment models for Emerging Markets, EAFE ex Japan, Japan, and US Large Cap, improving portfolio Information Ratios.

● Investigated and programmed new research ideas into factor libraries, expanding signal breadth and depth.

● Enhanced investment processes through performance monitoring and attribution analysis. Charles Schwab and Co., Chicago, IL

Vice President, Senior Research Analyst March 2001 – December 2018

● Developed and implemented Schwab Equity Rating, a fundamentally driven U.S. equity super model, significantly improving client investment outcomes.

● Managed five 3-star large-cap Schwab active mutual funds, amassing $4.9 billion AUM, and one 4-star small- cap Schwab active mutual fund with $640 million AUM.

● Created Schwab International Equity Ratings and developed one 4-star Schwab active international mutual fund with $1.3 billion AUM.

● Launched Schwab Credit Outlook Rating (SCCOR), a forward-looking credit rating system that predicted credit strength changes and provided actionable insights on corporate bond issuers.

● Developed and maintained comprehensive fundamental and quantitative models to evaluate credit risk, default probabilities, and equity perspectives, ensuring a nuanced understanding of issuer credit quality.

● Provided timely and consistent analytical viewpoints on fixed-income investments, incorporating Default risk, Fundamental changes, and Equity analysis to enhance investment decision-making.

● Led a team in designing and deploying new research methodologies, contributing to improved performance metrics and enhanced client communication strategies. EDUCATION

University of Chicago, GSB, Chicago, Illinois

Master of Business Administration, Specialization in Finance, Concentration in Economics University of Chicago, Phi Beta Kappa, Chicago, Illinois Bachelor of Arts in Economics, with Honors

CERTIFICATIONS & MEMBERSHIPS

Chartered Financial Analyst (CFA) Chicago Quantitative Alliance (CQA) 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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