Research Analyst - Taxable Fixed Income; Public REITs @ (January 2020 - June 2021)
Research Analyst - Exchange Traded Funds (ETFs) and Index Strategies @ (January 2016 - January 2021)
Research Analyst - Small and Mid-Cap Growth Equity Strategies @ (January 2017 - January 2019)
Research Associate - Traditional Equity and Alternative Investments @ (January 2014 - January 2016)
Portfolio Assistant @ (August 2013 - July 2014)
Brad Loizeaux Education
Hofstra University
Master of Business Administration (MBA) (Finance)
2012-2014
Hofstra University
Bachelor of Business Administration (B.B.A.) (Entrepreneurship, General Business)
2008-2012
The Tatnall School 2008
Brad Loizeaux Skills
Alternative Investments
Due Diligence
Sourcing
Financial Modeling
Hedge Funds
Mutual Funds
Microsoft Excel
VBA
Bloomberg
Python (Programming Language)
Team Leadership
Cold Calling
ETFs
Morningstar
FactSet
Presentations
Private Credit
Private Equity
Public Speaking
Writing
Brad Loizeaux Summary
Brad Loizeaux, based in Philadelphia, PA, US, is currently a Consultant | Senior Research Analyst | Partner at Investment Performance Services, LLC. Brad Loizeaux brings experience from previous roles at PNC. Brad Loizeaux holds a 2012 - 2014 Master of Business Administration (MBA) in Finance @ Hofstra University. With a robust skill set that includes Alternative Investments, Due Diligence, Sourcing, Financial Modeling, Hedge Funds and more. Brad Loizeaux has 2 emails and 1 mobile phone numbers on RocketReach.
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