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Carl F. | Elance
 
176985602337900
Last Sign-in: Sep 22, 2013

Carl F.

Financial researcher/writer with 20 yrs experience
   United States
  |   Glen Head, NY

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Overview

Experienced financial researcher, writer and voice talent with almost 20 years industry experience spanning sales/trading, portfolio management and corporate finance. Extensive spreadsheet modeling experience including risk management, security valuation and corporate finance. Financial writing background spans two decades ranging from academic research at to weekly investment blog. First-hand knowledge of trading/managing equities, fixed income, derivatives, alternatives and foreign exchange.

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Portfolio

Educational primer (500 words) explaining how to evaluate interest-rate risk in a bond...
Tutorial (500 words) on how Closed-End Funds ("CEFs") are different from...
Opinion piece written for investment manager (200 words) on why investing in...
Blog posting (300 words) on how I-Bonds can be useful in keeping up with inflation...
Personal Finance Article (400 words) written to propose a radical personal finance idea...
How-To piece (300 words) guiding investment management clients to consider investment...
Blog posting (300 words) highlighting strong performers in an investment manager's...
Advice Column (500 words) guiding clients on how to contend with IRS tax code...
Blog posting (200 words) highlighting the risks and rewards to investing in Treasury...
HowTo article (600 words) written for use in either advice column or as preface to...
Investment Manager Summary / Opinion piece (300 words) dissecting bond fund composition...
Calculate amount of trust contribution subject to crummey power of withdrawal given...
Monte Carlo model built to project the effect of rising 5-year treasury yield on a bond...
Topology to demonstrate bond maturities versus ratings for bond portfolio for given...
Built spreadsheet to compare monthly returns of gold ETF versus S&P 500 to...
Built spreadsheet to compare internal rates of return for vanilla immediate annuity...
Built spreadsheet to analyze internal rates of return for various pension options based...
Built spreadsheet with heatmap to highlight IRRs on different pension payouts based on...
Built spreadsheet to demonstrate relationship between bond fund portfolio's component...
Built spreadsheet to calculate Value at Risk (VaR) on portfolio of mutual fund holdings...

Skills (10)

Tested
Financial Forecasting Test
My Score
avg

Service Description

Financial research, modelling, writing, tutorials, voice overs, including blog writing, ghostwriting, brief presentations (eg., Powerpoint, video) and expository pieces.

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Employment

Registered Investment Adviser(s)
Managing Director
2009 - Present
Major U.S. Investment Bank
Vice President, Sales & Trading
2001 - 2008
SalesTrader, Trader and Product Developer covering institutional clients as part of globally recognized Equities desk.
Major Int'l Investment Bank(s)
Vice President, Proprietary Trading
2000 - 2007
Trader for alternative investment fund(s).
Boutique U.S. Investment Bank
Corporate Finance Analyst
1994 - 1996
Performed corporate finance analysis for mergers and acquisitions team.

Education

University of Pennsylvania, The Wharton School
Bachelor of Science in Economics
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Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

Financial
writing
research
risk
modelling
voice talent
portfolio management
spreadsheet
risk management
investments
trading
equities
fixed income
derivatives
alternatives
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  • 12 months
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Identity
Username
carlfriedrich
Type
Individual
Member Since
February 2012
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Carl F. | Elance

Carl F.