Mayur M Thaker, CFA

Equity Strategist at Zacks Investment Research
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Contact Information
us****@****om
(386) 825-5501
Location
Montgomery Village, Maryland, United States, US
Skills

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Credentials

  • CFA Charterholder
    CFA Institute
    Sep, 2015
    - Nov, 2024
  • Chartered Financial Analyst
    162977

Experience

  • Zacks Investment Research
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Equity Strategist
      • May 2022 - Present

      Manage a portfolio of high-quality, fairly-valued companies with consistent free cash flow growth, driven by consistently high returns on invested capital.

    • Senior Relationship Manager
      • Jul 2013 - Sep 2022

      • Client Relationship Management: full service consulting and technical training for equity portfolio managers and analysts, including:• Deliver customized equity data analytics software to buy-side equity portfolio managers and analysts.• Perform ongoing technical training and consultative support for a variety of GARP, value, growth, deep value, and/or special situations-oriented investment management firms.• Fundamental analysis + present findings and investment theses to investment committees• Excel-based financial statement models and perform analytical adjustments• Discounted cash flows valuation analysis• Relative historical price multiples analysis• Sensitivity analysis to broad economic indicators• Understand client needs, prepare custom-fit software/Excel deliverables • Develop unique screening ideas to uncover potential investment candidates according to client requirements• Conduct and interpret quantitative analysis of fundamental factor risk/return statistics relative to benchmarks + present findings to clients• Technical Sales Consulting: assist sales managers in the sales process by leading presentations of software capabilities and custom solutions to prospective clients• Lead conference calls, draft meeting agendas, lead technical Q&A• Execute training/onboarding process for new clients• Product Management: maintain smooth feedback loop to guide product enhancement pipeline based on industry trends and client requests to support sales growth Show less

    • Accounts Manager
      • Jul 2007 - Jul 2013

      Professional services, including consulting and technical training, for institutional buy-side investment managers.

Education

  • DePaul University
    BS, Finance, Philosophy
    2003 - 2007

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