Tom Dzien

Experience

1. Research Analyst

   Ci Segall Bryant & Hamill

   Feb 2020 — Present · Chicago, IL, US

   Public Equities (Generalist)>Attend company management meetings, meet with sell-side analysts to uncover opportunities where a differentiated view and a focus on company moat, pricing power, and ROIC can drive long-term outperformance>Generate quarterly risk factor attribution and style decomposition/exposures reports (FactSet) for Mutual Fund Investment Review Committee to discuss trends and assess style drift with the board>Develop single and multi-factor attribution reports across portfolios and benchmarks, multi horizoncorrelation analysis across stocks/macro, statistical reviews of portfolio and/or benchmark metrics,performance reporting, and monitoring for compliance (FactSet)>Provide research and reports to portfolio managers, sector analysts, and RFP/marketing team on macro, factor, company, or portfolio-level topicsPrivate Markets / Alternatives>Directly responsible for allocating opportunistic private markets strategy across three legacy funds (~$100m) for high net worth clients>Drive due diligence on private market funds of all styles with a focus on lower middle market private equity, venture capital, and co-investments>Support the marketing of public and private strategies with letters, reports, and charts to drive education and engagementWealth Management>Asset Allocation: Member of committee responsible for setting strategic wealth management portfolioallocation guidelines and capital market assumptions for wealth management & financial planning>Imported, analyzed, and generated reports on prospective client portfolios for opportunities and/or risks to drive new business at high close rates