Ricardo F. Agner
Investment Analyst, Industrials
Boston, MA · (812) 555 0145 · name@example.com · linkedin.com/in/ricardofagner
Key Qualifications
EXPERIENCE
Eight years in equity research on the buy side
INDUSTRIES
Machinery, railroads, truckload carriers, aerospace suppliers
SPECIALTIES
Operating models, channel work, discounted cash flow and comparable company analysis, earnings preparation
SYSTEMS
Bloomberg, FactSet, Capital IQ, Aladdin, Python, Microsoft Excel
CREDENTIALS
Chartered Financial Analyst charterholder, member of the Boston Security Analysts Society
EDUCATION
Bachelor of science in finance, Bentley University
Executive Summary
Equity investment analyst with eight years covering industrials and transportation for a 14 billion dollar active manager. Builds the operating models the portfolio managers actually price positions from, and has had five of the last seven high conviction recommendations beat the sector index over a twelve month holding period.
Signature Achievements
- Recommended a truckload carrier six months before the freight cycle turned, a position that added 140 basis points to fund performance over the following year.
- Flagged deteriorating dealer inventory at an agricultural machinery holding, and the resulting trim avoided most of a 31 percent drawdown.
- Rebuilt the coverage models on a common template that cut earnings update time from two days to four hours.
- Wrote 46 published notes in the last year, including three initiations the investment committee adopted in full.
- Built a freight rate tracker from public and purchased data that now feeds the weekly investment committee meeting.
Professional Experience
Investment Analyst, Industrials
Beacon Hill Capital Advisors, Boston, MA 2020 to present
Coverage of 34 industrial and transportation names inside a 14 billion dollar domestic equity platform.
- Maintain full operating models with segment level revenue build, margin bridges and discounted cash flow valuation.
- Publish initiations and quarterly updates and defend recommendations at the weekly investment committee.
- Run the earnings process for coverage names, including preview notes and same day reaction pieces.
- Speak with management teams, distributors and freight brokers roughly twice a week during the quarter.
Research Associate
Winthrop Ridge Partners, Providence, RI 2017 to 2020
Support for two senior analysts covering industrials and materials at a 3 billion dollar manager.
- Built and maintained comparable company analysis and historical financial spreads in Capital IQ.
- Wrote the quarterly earnings summaries circulated to portfolio managers within an hour of each release.
- Ran screens on free cash flow conversion and returns on invested capital to source new ideas.
Licensure and Certification
Chartered Financial Analyst charterholder, 2022
Member, Boston Security Analysts Society
Education
Bachelor of Science in Finance, Bentley University, 2017
Core Skills
Financial modeling · Discounted cash flow valuation · Comparable company analysis · Earnings analysis · Industry channel research · Bloomberg · FactSet · Capital IQ · Python · Investment writing