Alex Ponte
Toronto,ON
Overview
3
3
years of professional experience
Work History
Equity Research Associate - Special Situations
Echelon Wealth Partners
08.2023 - Current
- Covered 15 public companies in the US Cannabis, Canadian Cannabis, and Industrials sectors.
- Developed financial models to determine the value of equity investments.
- Prepared detailed idiosyncratic and thematic reports for institutional investors.
- Supported equity and debt capital markets teams to augment relationships with issuers and investors.
- Provided ancillary services to my Equity Analyst and other senior analysts within the firm.
Investment Analyst
SeekingAlpha
09.2021 - 08.2023
- Publish write-ups on investments using extensive fundamental analysis for retail and institutional investors.
- Investment products analyzed range from individual stocks, fixed income ETFs, equity ETFs, index fund ETFs, and sector specific ETFs.
- Obtained around 500 thousand annual eyeballs with articles ranging from 1-to-25 thousand subscribers.
Co-Founder and VP of Investment Research
Coachman's Research
12.2022 - 06.2023
- Publish reports about individual stocks and macroeconomic outlooks to my established reader base through a daily newsletter.
- Identify suitable small capitalization companies with sound economic prospects looking to attract investors and bolster trading liquidity.
- Scaled reader count from 0-25 thousand monthly subscribers.
Teaching Assistant: Equity Valuation
Ontario Tech University
Oshawa, ON
01.2023 - Current
- Assisted the professor in the delivery for the course Equity Asset Analysis BUSI3405.
- Provided demonstrations/tutorials of investing research interfaces such as Bloomberg and Capital IQ to over 80 students.
- Assisted with course delivery, student consultation, and finance lab supervision.
- Marked assignments, midterms, and final examinations.
Education
Passed Level 2 (90th Percentile Scorer For CFA Level I) -
CFA Institute
11-2023
Financial Modeling And Valuation Analyst (FMVA) -
CFI
Toronto, ON05.2023
BComm (Honours) - Finance
Ontario Tech University
Oshawa, ON04.2023
Mutual Funds Certificate -
CIFC
05.2021
Additional Information
I am an Equity Research Associate who is looking to expand his skillset in fundamental, bottom-up investment analysis. I currently cover special situations, with a focus on CPG businesses. My goal is to move to a position where I can enhance my skillset by broadening my sector coverage, while also applying an investment approach that is increasingly critical on management expectations and proclamations.
Timeline
Equity Research Associate - Special Situations
Echelon Wealth Partners
08.2023 - Current
Teaching Assistant: Equity Valuation
Ontario Tech University
01.2023 - Current
Co-Founder and VP of Investment Research
Coachman's Research
12.2022 - 06.2023
Investment Analyst
SeekingAlpha
09.2021 - 08.2023
Passed Level 2 (90th Percentile Scorer For CFA Level I) -
CFA Institute
Financial Modeling And Valuation Analyst (FMVA) -
CFI
BComm (Honours) - Finance
Ontario Tech University
Mutual Funds Certificate -
CIFC
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