Ben McCue

Investment Research Analyst @Goodman Financial

Manage the investment research process through sourcing and evaluating new investment opportunities by conducting extensive qualitative and quantitative due diligence including in-depth top-down and bottom-up analysis • Present investment recommendations and communicate research conclusions to the investment committee, colleagues and clients in both written and oral formats • Continuously monitor macroeconomic developments, industry trends, financial results and valuation metrics to support the management of a $550 million equity and fixed income portfolio • Collaborate with quantitative data analyst to identify and develop alternative data models by applying various data science methodologies including statistical and machine learning techniques • Regularly assist the financial advisory team with individual client service needs including asset allocation and portfolio construction, performance evaluation and reporting, and ad-hoc research requests