STEVE D 's Resume

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Equity research analyst with a 12-year of work experience in the field. Capable of improving workflow efficiency, leading comprehensive presentations to management as well as clients, maintaining reports and analyzing financial statements. Highly skilled in customer service and driving growth of revenue. Sound adviser for decision makers. Team player capable of driving business initiatives that positively impact the bottom line and streamline operations. Excellent English fluency, oral and written communication.

Work Experience
Apr 2014 - Jan 2018
Hawk Eye Investment Group

Equity Research Analyst


  • Junior analyst on II ranked MLPs team covering crude focused midstream MLPs with an aggregate ~$125B in market cap
  • Build and update models, write comprehensive reports including a weekly and quarterly, and speak with investors and management
  • Read through press releases, documents filed with the SEC, FERC filings, and supplemental financial data related to the sector
  • Identify sector and company specific valuation drivers, understand market sentiment, and identify key risks to investment theses
  • Predict asset level EBITDA changes resulting from contract rollovers using competitors' tariffs and changing pricing differentials
  • Stay up to date on all news to determine the extent to which our coverage may be impacted, and imply market over/under reactions
  • Awarded "report of the month" by Barclays for returns on invested capital analysis for every MLP under coverage

Dec 2011 - Mar 2014
Robert Capital Partners



  • Wrote initiation report on a stock within the II ranked US Chemicals group and built a model to determine valuation
  • Created an industry presentation on methanol which included plant by plant supply and demand build-ups and growth expectations
  • Conducted breakeven analysis for marginal producers, factoring in substitute products and downstream product choices
  • Determined chemical utilization formulas based on underlying commodity prices and demand predictions
  • Conducted due diligence on equities through conversations with experts, similar companies' IR, employees, and analyzing raw data

Apr 2010 - Sept 2011
Independent Financial Management



  • Sourced data using WIND, updated financial models in Excel and conducted fundamental researches on target companies in alternative energy industry; Presented results and investment advice to fund manager  
  • Led comprehensive research of Artificial Intelligence industry of China, and authored relevant chapters of company’s self-published book about TMT industry

Apr 2007 - Jan 2010
The Finance Store



  • Analyze alternative investment opportunities using quantitative metrics of risk adjusted returns and market cycle analysis
  • Research macroeconomic trends to make overweight/underweight recommendations on asset allocations and specific funds
  • Perform due diligence by communicating with hedge fund managers regarding fund performance and market expectations

Apr 2007 - Jan 2010
MBA in Finance Mgt.
7.0 CGPA

California Technical College


Apr 2007 - Jan 2010
Bachelor's in Finance
6.5 CGPA

California Technical College