David Tabaka, MBA

Product Content Manager - Indices, Alt Data & ESG at 3di (3d innovations)
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Contact Information
us****@****om
(386) 825-5501
Location
Mount Pleasant, South Carolina, United States, US

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Credentials

  • Morningstar Direct
    -

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Product Content Manager - Indices, Alt Data & ESG
      • Jan 2022 - Present

      Working in Product Content Management with a focus on specialty datasets including Financial Indices, Alternative Data, and ESG Data.

    • Senior Indices Business Analyst
      • Jan 2021 - Dec 2021

      Senior Research Analyst providing primary content analysis for 3di's Indices & Benchmarks Module. I am responsible for maintaining specialist data sets coverage in the Profiler tool and providing bespoke analysis support to 3di Profiler clients.

    • United States
    • Information Services
    • 1 - 100 Employee
    • Analyst
      • Oct 2017 - Jan 2021

      Lead Analyst and Author of several market sizing & segmentation reports covering the Global Exchange and Index industries. I have been frequently quoted in publications such as Barron's, Financial Times, The Washington Post, Institutional Asset Manager, Les Echos and Handelsblatt. Lead Analyst and Author of several market sizing & segmentation reports covering the Global Exchange and Index industries. I have been frequently quoted in publications such as Barron's, Financial Times, The Washington Post, Institutional Asset Manager, Les Echos and Handelsblatt.

    • United States
    • Financial Services
    • Financial Analyst
      • Jan 2013 - Aug 2017

      NextSteps Capital is a private equity fund that provides capital to lower middle market companies seeking growth capital. My responsibilities include: Identify investment opportunities Conduct multi-faceted analysis on companies as investment opportunities Locate revenue data on companies and examine financial projections of target companies Analyze financial forecasts of target companies NextSteps Capital is a private equity fund that provides capital to lower middle market companies seeking growth capital. My responsibilities include: Identify investment opportunities Conduct multi-faceted analysis on companies as investment opportunities Locate revenue data on companies and examine financial projections of target companies Analyze financial forecasts of target companies

    • Senior Analyst
      • Jan 2007 - Aug 2017

      NextSteps Research is not just another consulting firm. We deliver contextualized analysis of the innovation trends in our clients' industries, with an emphasis on Patents, Products, and People. In our view, innovation encompasses much more than a certificate from the patent office. Innovation is driven by individuals and organizations; realized through product development; asserted through litigation; and circulated through marketing channels, manufacturing partnerships, license agreements, and corporate M&A. My responsibilities include: Research and analysis of innovation landscapes Output innovation landscapes and IP portfolios to MS Excel and analyze data using Pivot Tables Locate revenue growth areas for clients Identify areas for cost reduction for clients Analyze annual reports of publicly-traded companies Show less

Education

  • The Citadel
    Master of Business Administration (M.B.A.), Finance
    2015 - 2016
  • The Citadel
    Master of Business Administration - MBA, Pre-MBA
    2014 - 2014
  • George Mason University
    Bachelor of Arts (B.A.), History
    2001 - 2006

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