Ronald MacWillie

Fixed Income Research Analyst at S G Long Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency

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I had the opportunity to work with Ron on an Equity Research report on McMoRan Exploration. He was an outstanding teammate and a truly committed analyst. Ron was proactive and was always willing to support the rest of the team whenever needed. During the several stages of the project he showed great leadership, financial, research, and writing skills. It is my pleasure to give Ron a recommendation. I am sure he will be very valuable and successful in any career path he chooses to pursue.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Fixed Income Research Analyst
      • May 2021 - Present

    • United States
    • Insurance
    • 200 - 300 Employee
    • Senior Credit Analyst
      • Nov 2019 - Jul 2020

      • Hired as the company’s first dedicated fundamental credit analyst to identify unknown credit risks and build bottoms up knowledge of broad list of credits to enable CIO’s faster and more confident decision making in new issues and secondary trading • Responsible for sectors comprising ~1/3 of portfolio credit exposure including U.S. banks, REITs, aerospace and defense, industrials, utilities, medical devices, food manufacturing, and retail • Sole responsibility for advising the CIO on IG sector strategy such as curve positioning, rating positioning, and duration positioning • Worked with other analysts to develop their credit analysis skills

    • United States
    • Financial Services
    • 700 & Above Employee
    • Fixed Income Analyst
      • Dec 2014 - Jul 2018

      • Conduct bottom up credit research, including financial models and management interviews, on new investment ideas as well as ongoing coverage of existing portfolio positions • Current coverage includes Verizon, Texas Instruments, Visa, Public Service Enterprises Group, Edison International, Edwards Lifesciences, Unilever and Walmart. • Recommend the purchase and sale of issuers in portfolios as well as participating in overall portfolio construction via input into the macro environment, yield curve positioning, and sector evaluation • Monitor client portfolios to ensure adherence to selected investment strategies and IPS, including ad-hoc reporting, in BondEdge

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Analyst
      • Sep 2011 - Nov 2014

      • Valued public and private equities, intangible assets, and debt securities for gift, estate, and income tax purposes, employee stock ownership plans, buyouts and redemptions, recapitalizations, S-corp conversions, and corporate planning • Valued public and private equities, intangible assets, and debt securities for gift, estate, and income tax purposes, employee stock ownership plans, buyouts and redemptions, recapitalizations, S-corp conversions, and corporate planning

    • United States
    • Retail
    • 700 & Above Employee
    • Closing Manager; Stock Clerk
      • Jul 2008 - Jun 2011

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