Management Analysis
Resume:
Marc Melendez IMC, MSc
*-** **** *** *** **** Phone: 718-***-****
Long Island City, NY 11109 Email: **************@*****.***
¬¬¬¬¬¬¬¬¬¬¬¬¬¬PROFILE:
An innovative Research Analyst with over 5 years experience fundamentally researching Emerging Market Equities including the coal sector always striving to improve analytical edge.
COVERAGE/SKILLS:
Emerging Market Equities Emerging Asia Equities
Emerging European Equities Frontier Markets
Financials Technology
Metals/Mining Energy
Macroeconomics Fundamental Analysis
Financial Statement Analysis Financial Modeling
Valuation Analysis Industry/Market Analysis
Competitor Analysis Business Model Analysis
EMPLOYMENT:
Blackfriars Asset Management (BNY Mellon) formerly WestLB Asset Management, London, UK 2005-2011
Emerging Markets Equity Analyst
Maintained generalist coverage of equities in coverage in Emerging Asia and Emerging Europe including Taiwan, Thailand, Israel, Poland, Czech Republic, Romania and Kazakhstan.
Major sector exposure includes Metals/Mining, Energy, Financials and Technology.
Established a network of contact to conducted primary research through country visits, company visits and channel checks.
Conducted industry analysis, competitor analysis and company business model analysis aided by financial statement analysis, discussions with regulatory bodies, industry associations, consultants and participants and company management.
Built detailed financial models based on industry analysis, competitor analysis and company specific analysis (business model analysis, income statement analysis, balance sheet analysis and cash flow statement analysis)
Conducted valuation analysis using Free Cash Flow models, Net Asset Value models, Comparable models, Residual Income Models, and Cyclical Adjusted models.
Prepared original, detailed thematic and industry research reports for companies under coverage.
Made investment recommendations based on research findings for Blackfriars’ long only portfolios and hedge fund.
Monitored macroeconomic news and prepared macroeconomic reports and index valuation models based on fundamental analysis for monthly asset allocation meeting.
Chaired meetings with corporate executives, sell side analysts, industry consultants and other industry experts to extract information needed in the fundamental research process.
Achievements
Created a bottom up fundamental investment checklist to assess the strength of a company’s industry, management, business model, financials, accounting/corporate governance, valuations and growth making the investment and research process more consistent and disciplined creating a significant psychological edge.
Created spreadsheet templates for valuation and operational metrics decreasing time spent on non-value add duties and aiding in maintaining a disciplined, repeatable research process, which is free of biases.
Created a model based on technical analysis indicators to help with cash decision in our monthly asset allocation meeting. When back tested this model significantly outperformed a buy and hold strategy for MXEF on an after fees basis.
Created index valuation models for each country in GEMs creating a more disciplined decision making process in the asset allocation process.
Assisted with training of junior team members and clients in the fundamental research process.
US Global Investors, Inc., San Antonio, TX 2001-2004
Institutional Representative (promoted from Investor Representative)
Maintained relationship & executed trades of US Global’s mutual funds for High Net Worth and Institutional Clients.
Researched, analyzed, interpreted, and communicated daily stock market, commodity market, and economic information to mutual fund shareholders.
Achievements
February 2004 Employee of the Month
Assisted in training new Investor Representatives increasing their quality and productivity.
Marketed US Global mutual funds through inbound calls and outbound marketing campaigns, winning multiple contests for bring in the most new accounts and most new assets.
EDUCATION:
Certifications/Professional Development
CFA Level III Candidate CFA Institute
IMC Certification CFA Society of UK September 2005
History of Economic Thought Mises Academy February - March 2012
Economic Reasoning Mises Academy September -October 2011
Sovereign Debt Crises Mises Academy August - September 2011
Practical History of Financial Markets, Edinburgh Business School October 2010
Austrian Business Cycle Theory Mises Academy April-June 2010
Cass Business School, City University, London, UK 2004-2005
MSc Investment Management
Securities and Investment Institute Centre for Excellence Program and CFA Partner Program
GPA: 65 (US Equivalent GPA 3.5/4.0)
Dissertation: Valuation in Emerging Markets
Courses Include: Portfolio Theory, Portfolio Management, Fixed Income Portfolio Management, Security Analysis, Applied Investment Analysis, Econometrics, Derivative Securities, Derivative Applications, Market Microstructure, and Investment Banking
University of Texas at San Antonio, San Antonio, Texas 2001-2004
Bachelor of Business Administration with concentrations in Finance & Accounting
Graduated from UTSA Summa Cum Laude with a GPA of 3.91 on a 4.0 scale while working full-time at US Global Investors
Finance GPA: 4.0/4.0
2003 Financial Executives Institute Scholar/UTSA Outstanding Finance Student
2003 & 2004 All American Scholar
2003 & 2004 National Dean’s List
VOLUNTEER ACTIVITIES:
Volunteer, New York Cares 2012
Participate in various volunteer activities including Math Tutor for Sophomore Skills program, Teen Basketball at Jacob Riis, Mock Interview at Upwardly Global
ADDITIONAL INFORMATION:
US Citizen
UK Indefinite Leave to Remain
Advanced knowledge of Microsoft Office, Bloomberg, Datastream & Factset
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