vice president - research analyst - equities manager research group@ BNY Mellon
New York, New York, United States
Brian Walsh, CFA
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Temple University
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FlashIntel GPTBrian Walsh, CFA is an experienced Investment Research Analyst with over 8 years of investment experience. He specializes in investment manager due diligence, solution development, and platform management. Brian is a strong communicator who excels in liaising between business lines and presenting investment recommendations to senior management. He has a strong skill set in portfolio management, equities, asset allocation, investments, and Bloomberg. Brian has worked at BNY Mellon in various roles, including Vice President, Research Analyst, and Associate Portfolio Manager. He also has experience as an Accounting Intern.
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About
QUALIFICATIONS SUMMARY ________________________________________ Investment Research Analyst with over 8 years of investment experience, including broad experience across a diverse set of roles within Wealth/Investment Management. * Specialization in investment manager due diligence, solution development, and platform management. * Strong communicator, with experience liaising between several lines of business and presenting investment recommendations and opinions to senior management. Key Skills: -Manager Due Diligence -Proficient with Morningstar, Thomson, Bloomberg, MS Office -Investment Papers/Product Commentary -Multi-Strategy portfolio construction Specialties: CFA Charter Holder
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vice president - research analyst - equities manager research group
research analyst - manager research and monitoring group
Financial Services
Brian Walsh, CFA's Professional Milestones
- vice president - research analyst - equities manager research group (2013-01-01~): Driving data-driven insights to optimize asset allocation, maximizing operational efficiency and driving business growth.
- research analyst - manager research and monitoring group (2010-05-01~): Provided data-driven insights to optimize research processes and drive data-driven decision-making.
Education
Skill
Portfolio Management
Equities
Asset Allocation
Investments
Bloomberg
Mutual Funds
Finance
Due Diligence
Investment Strategies
Investment Management
Wealth Management
Asset Managment
Capital Markets
Alternative Investments
Asset Management
Fixed Income
Certification
Colleagues
Tyree Goins
a successful business owner needs to be both a strong leader and manager to get their team on board to follow them towards their vision of success
Prabhuraj Munisami
vice president | application manager l data owner | specialist - data management [big data] at bny mellon technology |
Kay Jacobson
vice president technology product owner ii
Melanie Petrucci
Technology Product Owner
Bipin marandi
Business Owner
Other Named Brian Walsh, CFA
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Brian Walsh, CFA works for BNY Mellon
Brian Walsh, CFA's role in BNY Mellon is vice president - research analyst - equities manager research group
Brian Walsh, CFA works in the industry of Financial Services
Brian Walsh, CFA's colleagues are Tyree Goins,Prabhuraj Munisami,Kay Jacobson
Brian Walsh, CFA's latest job experience is vice president - research analyst - equities manager research group at BNY Mellon
Brian Walsh, CFA's latest education in Temple University
