Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Ted B. | Elance
 
176985602337900
Last Sign-in: Apr 27, 2014

Ted B.

Investment professional, CFA, JD/MBA
   United States
  |  9:23 pm Local Time

Overview

Investment professional with 8 years investment research and writing experience.
Sell side equity research, buy side equity research, manager research and asset allocation experience.

Read More »

Skills (10)

Tested

Employment

Privately Held Investment Advisory Firm
Investment Research Analyst
2008 - 2013
• Oversee the firm’s manager research efforts, with emphasis on separate account managers • Develop criteria used to source new managers using internal and external databases • Conduct primary...
Private Investment Management Firm
Equity analyst, Portfolio Manager, Principal
2009 - 2012
• Served as an analyst for a dividend income strategy that achieved a top 10 percentile ranking for Alpha and a top 15 percentile ranking for Sharpe Ratio within the PSN Large Cap Value Universe...
Private Equity Research Firm (Sell Side)
Equity Research Analyst
2007 - 2008
• Worked with a senior sell-side analyst conducting primary research on companies on our coverage list • Co-authored and published initiation pieces, quarterly commentaries and quick notes aimed at...

Education

DePaul University
Masters in Business Administration
- 2003
DePaul University
Juris Doctor
- 2003
University of Iowa
Bachelor of Arts
- 1998
Overview  |  Job History  |  Resume/C.V.

Keywords

CFA
Due Diligence
Asset Allocation
Performance Evaluation
Equity Research
Investment Analysis
Writing
My Snapshot
All Categories
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
0
0
0
Total
Milestones
Hours
Reviews
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
tedmbalaw
Type
Individual
Member Since
August 2011
Elance URL
Verifications
0
Ted B. | Elance

Ted B.