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John Morcos profile image

John Morcos

Summer Analyst at Miura Global Management
Intro Book
Investment Analyst with expertise in financial analysis and portfolio management.
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Location
New York, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
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Bio

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John Morcos is a seasoned investment professional with expertise in financial analysis, portfolio management, and strategy development. He holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Bucknell University. Morcos has worked at top firms, including Merrill Lynch and Point72, and has completed certifications such as CIMA and Series 66.

Credentials

  • Certified Investment Management Analyst (CIMA)
    Investments & Wealth Institute
    Feb, 2022
    - Apr, 2026
  • Series 66
    FINRA
    Aug, 2020
    - Apr, 2026
  • Series 7
    FINRA
    Feb, 2020
    - Apr, 2026
  • SIE
    FINRA
    Sep, 2019
    - Apr, 2026
  • Bloomberg Market Concepts
    Bloomberg LP
    Apr, 2017
    - Apr, 2026

Experience

  • Miura Global Management
    • New York, United States
    • Summer Analyst
      • May 2024 - Present
      • New York, United States

  • Caveat Emptor Capital Management
    • New York, United States
    • Investment Analyst
      • Jan 2024 - May 2024
      • New York, United States

  • Merrill Lynch
    • Greater New York City Area
    • Investment Strategy Analyst
      • Jul 2019 - Jul 2023
      • Greater New York City Area

  • Bucknell University Student Managed Investments Fund
    • Lewisburg, PA
    • Financials Sector Analyst, Econ Team, and Portfolio Analytics Committee
      • May 2018 - May 2019
      • Lewisburg, PA

      •Applied fundamental finance concepts, industry research, competitor analysis and stock valuation skills to develop a strategic long- term growth portfolio outperforming the fund’s blended benchmark over a twelve-month period•Prepared and presented a detailed stock pitch on Toyota Motor Corp consisting of a written report, presentation deck and financial analysis, including revenue segmentation, comparable companies’ analysis and discounted cash flow analysis

  • Point72
    • Stamford, CT
    • Trading Intern
      • Jun 2018 - Aug 2018
      • Stamford, CT

      •Produced custom spreadsheets consisting of portfolio metrics, securities trends and risk exposure in order to analyze positions' performance and influence trade execution size, method and price•Serviced the Energy team ($2.5B AUM) and Steve Cohen's team by aggregating data and themes from sell-side research, earnings announcements and current events in order to create the daily morning note

  • JLT Group
    • London, United Kingdom
    • Extern
      • Jun 2016 - Jun 2016
      • London, United Kingdom

      • Lloyds of London experience sitting in on deals and listening to client meetings while gaining knowledge of the importance of reinsurance and risk mitigation

  • Atlantic Equities LLP
    • London, United Kingdom
    • Research Analyst
      • Jun 2016 - Jun 2016
      • London, United Kingdom

      • Researched & analyzed stocks’ financial statements and observed trading floor interactions while gaining insight into Equity brokerage through client calls and meetings. • Created morning summary of financial news and current events and made final presentation pitching Clorox to CEO and Senior Executives

  • Deutsche Bank
    • London, United Kingdom
    • Extern
      • Jun 2016 - Jun 2016
      • London, United Kingdom

      • Rotated between the Equity trading floor and research analyst desks on the day following Brexit and experienced impact of global economic event on world markets

Education

  • 2023 - 2025
    Columbia Business School
    Master of Business Administration - MBA
  • 2015 - 2019
    Bucknell University
    Bachelor of Science in Business Administration, Accounting and Finance
  • 2011 - 2015
    Ransom Everglades School
    High School Diploma

Suggested Services

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Industry Focus. “Investment Banking”

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