Robert McFarland

Lead Analyst at The William C. Dunkelberg Owl Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Ambler, Pennsylvania, United States, US

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Experience

  • The William C. Dunkelberg Owl Fund
    • Lead Analyst
      • Dec 2020 - Present

    • Associate Analyst
      • May 2020 - Dec 2020

  • Long Short Advisors
    • Research Intern
      • Jun 2020 - Present

      • Process data from Salesforce into excel spreadsheets generating weekly reports showing client and fund changes• Create internal research reports analyzing competing mutual funds against LSOFX on quantitative and qualitative details• Communicated necessary changes and inputs for Salesforce with small team while tracking various opportunities/clients• Generate graphic representation of risk-adjusted returns for LSOFX to be used in pitchbooks and investor meetings

  • Temple Finance Association
    • Treasurer
      • May 2020 - Present

      Tracked the funds in and out of the organization and allocated resources to different teams while managing the membership status of over 250 studentsPurchase pizza and other food for weekly meetings and special events to ensure successful meetings in the largest finance organization in the university

  • Temple University Fox Fund
    • Lead Analyst | Temple University Fox Fund
      • Jan 2020 - May 2020

    • Associate Analyst
      • Oct 2019 - Jan 2020

  • YMCA
    • Senior Lifeguard
      • Jun 2019 - Sep 2019

Education

  • Temple University
    -

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