Chuck Rozakis
Portfolio and Reporting Analyst, Equity Quantitative Research at Lord, Abbett & Co. LLC
- Role
- Portfolio and Reporting Analyst, Equity Quantitative Research at Lord Abbett
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Chuck Rozakis
I make financial analysis faster, more efficient and more effective by designing new ways to examine portfolios and stocks, developing automated report processes, integrating data from incompatible systems, and spotting information gaps in time to fill them. I’m a master of quantitative and qualitative research in a wide variety of topics, including equity analysis, business strategy, information technology, and strategic marketing.I’m a natural leader, able to gather and motivate people, communicate effectively manage logistics, mediate conflicts and grow organizations.
Experience
Portfolio and Reporting Analyst, Equity Quantitative Research
May 2020 — Present · Jersey City, NJ, US
Built and maintained automated system of 150+ Factset-based spreadsheet reports, used daily by 30+ analysts and portfolio managers as an integral part of the equity fundamental research process.• Primary provider of tactical analytic delivery for 50+ equity professionals responsible for $30B of Assets Under Management.• Project manager for development of Lord Abbett Equity Analytics (LEAP) internal research platform; ran internal focus groups, gathered user feedback, wrote design documents and drove design decisions, and worked closely with developers at every step.• Developed data best practices, oversaw the decommissioning of old systems, a significant reduction of tech debt, and of annual savings.
Education
NYU Stern School of Business
MBA, Langone Program
2009 — 2012
Princeton University
AB, Economics
1999 — 2003
Skills
- Statistics
- Equity Research
- Valuation
- Economics
- Business Process Improvement
- Derivatives
- Financial Analysis
- Portfolio Optimization
- Investments
- Data Analysis
- Corporate Finance
- Hedge Funds
- Equity Valuation
- Financial Modeling
- Research
- Trading
- Microsoft Office
- Data Mining
- Equities
- Financial Reporting
- Logistics
- Asset Managment
- Bloomberg
- Report Generation
- Capital Markets
- Series 7
- Spss
- Business Optimization
- Portfolio Management
- Compustat
- Factset
- Asset Allocation
- Mutual Funds
- Finance
- Securities
- Business Strategy
- Research Strategy
- Fixed Income
- Asset Management
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