Andrew Schmidt

Experience

1. Equity Research Analyst Fintech Software Payments

   Citi

   Feb 2018 — Present

   A lead analyst covering FinTech with a focus on software and recurring transaction-driven models. • Thematic focus on business software/payments, banking-as-a-service, cross-border transactions, digital banking, neobanks, digital commerce, FinTech infrastructure, verticalized software/payments, and emerging payments channels. • In addition to primary coverage, support coverage of larger-cap FinTech stocks, collectively worth well over $1 trillion in market capitalization. Universe includes Visa, Mastercard, PayPal, Fiserv, FIS, Global Payments, and many others. • Received \"Rising Star\" award and top 20 sector analyst ranking, based on a Institutional Investor survey. Team is top ranked on the Street for the Payments, Processors & IT Services category. • (i) Compose differentiated industry and company research reports and analyses that articulate investment ideas;(ii) Build and maintain financial Generate unique events and ideas that support clients. • Routinely interact with buy-side clients, internal brokers, and traders to communicate investment ideas, industry trends, and analysis of events. • Initiate and foster key relationships with stakeholders (e.g. clients, internal teams, industry and management contacts). • Host impactful events, including Citi Financial Technology conference sessions and investor meetings with company management and industry experts. • Perform deal vetting/capital markets activity as required.

Education

• University of Maryland - Robert H. Smith School of Business

  MBA, Finance

  2010 — 2013

• George Mason University

  Master of Arts, Economics

  2005 — 2007

• Norwich University

  Bachelor of Science, Business Management, Economics, Information Systems

  2001 — 2005

Skills

• Capital Markets
• Microsoft Excel
• Equity Research
• Financial Services
• Financial Modeling
• Investments
• Corporate Finance
• Analytics
• Sas
• Sql
• Bloomberg
• Research
• Project Management
• Econometrics
• Management
• Excel
• Strategy
• Analysis
• Business Analysis
• Bloomberg Terminal
• Powerpoint
• Word
• Quantitative Analytics
• Macroeconomics
• Data Analysis
• Statistics
• Analytical Skills
• Equities
• Valuation
• Access
• Economics
• Leadership
• Microsoft Word
• Finance
• Financial Analysis
• Microsoft Office
• Time Series Analysis
• Portfolio Management