Lee Nadeau
Financial Reporting Data Analyst at Fairview® Investment Services- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Chinese Limited working proficiency
-
French Limited working proficiency
Topline Score
Bio
Credentials
-
Bloomberg Market Concepts
Bloomberg LP
Experience
-
Fairview®, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Reporting Data Analyst
-
Mar 2022 - Present
-
-
-
Nash Partners (Family Office) Hedge Fund
-
New York, New York
-
Analyst
-
Sep 2019 - Mar 2022
• Collaborate with head trader to discuss insight and analysis to guide company’s strategic positioning. • Conduct Market Analysis and due diligence to create profiles on businesses in order to identify profit-making opportunities. • Provide value through prudent financial risk management, portfolio optimization, use of technology, and formal discussions with company executives and industry experts. • Collaborate with head trader to discuss insight and analysis to guide company’s strategic positioning. • Conduct Market Analysis and due diligence to create profiles on businesses in order to identify profit-making opportunities. • Provide value through prudent financial risk management, portfolio optimization, use of technology, and formal discussions with company executives and industry experts.
-
-
-
-
Business Analyst
-
Jun 2019 - Aug 2019
• Interviewed county leaders to gain insights into their city’s technology limitations and concerns within areas classified as opportunity zones. • Created analysis profile that was used to support emerging 5G technologies to further the county’s economic development. • Interviewed county leaders to gain insights into their city’s technology limitations and concerns within areas classified as opportunity zones. • Created analysis profile that was used to support emerging 5G technologies to further the county’s economic development.
-
-
-
William Paterson University of New Jersey
-
United States
-
Higher Education
-
700 & Above Employee
-
Graduate Assistant
-
Sep 2018 - Jun 2019
• Conjoined frequently with multiple university professors to develop automated solutions that streamlined their data collection and organization processes. • Explored topics covering machine learning, artificial intelligence, data visualization and successful entrepreneurship instances. • Proofed, edited and compiled citations for academic journal submissions. • Conjoined frequently with multiple university professors to develop automated solutions that streamlined their data collection and organization processes. • Explored topics covering machine learning, artificial intelligence, data visualization and successful entrepreneurship instances. • Proofed, edited and compiled citations for academic journal submissions.
-
-
-
-
Consulting Intern
-
Jan 2019 - May 2019
• Worked closely in coordination with managing executives of restructuring marketing company. • Coordinated with cross functional team to produce and present the outlook of the consumer-packaged goods retail marketplace to Executive Leadership team. • Worked closely in coordination with managing executives of restructuring marketing company. • Coordinated with cross functional team to produce and present the outlook of the consumer-packaged goods retail marketplace to Executive Leadership team.
-
-
-
William Paterson University of New Jersey
-
United States
-
Higher Education
-
700 & Above Employee
-
Student Technology Consultant
-
Sep 2016 - May 2018
• Supported university staff member research projects with a focus on marketing and logistics. • Organized and led training workshops utilizing Microsoft Excel and Bloomberg for equity research. • Provided support for university students with hardware and technical issues. • Supported university staff member research projects with a focus on marketing and logistics. • Organized and led training workshops utilizing Microsoft Excel and Bloomberg for equity research. • Provided support for university students with hardware and technical issues.
-
-
Education
-
William Paterson University of New Jersey
M.S. Business Data Analytics, 3.9 -
William Paterson University of New Jersey
B.S. Finance and B.A. Economics, 3.6 -
University of Cambridge
Summer Law Study Abroad Program, 3.4