Ken Suchoski, CFA
Equity Research Analyst - Payments & FinTech at Autonomous Research- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA) charterholder
CFA InstituteSep, 2015- Nov, 2024 -
Series 7, 63, 86, 87
Financial Industry Regulatory Authority (FINRA)
Experience
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Autonomous Research
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United Kingdom
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Financial Services
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1 - 100 Employee
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Equity Research Analyst - Payments & FinTech
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Feb 2016 - Present
Lead analyst on Visa, Mastercard, PayPal, Block (formerly Square) FIS, Fiserv, Global Payments, Bill.com, FleetCor, WEX, nCino, Western Union, Euronet, Jack Henry, and EVO Payments Lead analyst on Visa, Mastercard, PayPal, Block (formerly Square) FIS, Fiserv, Global Payments, Bill.com, FleetCor, WEX, nCino, Western Union, Euronet, Jack Henry, and EVO Payments
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Janney Montgomery Scott LLC
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United States
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Financial Services
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700 & Above Employee
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Equity Research Associate
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Jun 2015 - Jan 2016
• Supported lead analyst in covering over 18 REITs; conducted in-depth company and industry research to enhance knowledge of coverage companies and write initiation reports • Created and maintained company-specific financial models for stocks under coverage and partnered with lead analyst in writing company research notes and industry pieces • Met with company management teams, attended investor days and industry conferences, and conversed with industry experts to further develop company and industry knowledge • Created Excel templates with FactSet and SNL codes to automate the gathering of company consensus estimates, industry data, and macroeconomic data Show less
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First Eagle Investments
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United States
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Investment Management
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300 - 400 Employee
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Research Analyst / Research Analyst Intern
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Sep 2014 - Jun 2015
• Conducted in-depth company research, including analyzing company financial statements, carrying out industry analysis, and preparing portfolio managers for calls with company management• Created investment presentations summarizing company/industry research findings and presented them to the portfolio managers, leading to deployment of fund assets• Built financial models to value existing portfolio companies and new investment opportunities to assist the portfolio manager in allocating the fund’s capital• Conducted research and analysis for First Eagle Small Cap Value Fund prior to strategy launch; insights aided portfolio managers in the investment decision-making process Show less
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Product Specialist Associate
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Sep 2011 - Apr 2015
• Managed portfolio analytics to service sophisticated institutional clients and augment consultant relationships; supported senior product specialists on the Product Specialist team• Documented stock-specific detail communicated by investment team members in central repository to improve team’s understanding of investment theses and valuation techniques of portfolio holdings• Analyzed portfolio data and synthesized stock news flow to produce ad-hoc stock write-ups that enhanced product specialists’ portfolio knowledge• Managed team’s quarterly reporting process; developed Excel VBA macros that reduce time required to create reports by 90% Show less
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Business Financial Publishing
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United States
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Online Audio and Video Media
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1 - 100 Employee
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Summer/Fall Research Analyst Intern
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Jun 2010 - Feb 2011
• Conducted company research and industry analysis to produce daily research reports for national newsletter (“Small Cap Investor Daily”) • Analyzed macroeconomic trends and summarized findings to enhance knowledge of research subscribers • Helped produce supporting data and documentation used by senior analysts in research reports • Conducted company research and industry analysis to produce daily research reports for national newsletter (“Small Cap Investor Daily”) • Analyzed macroeconomic trends and summarized findings to enhance knowledge of research subscribers • Helped produce supporting data and documentation used by senior analysts in research reports
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Education
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Middlebury College
Bachelor of Arts (B.A.), Economics -
Wyoming Seminary Prep School