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DAVID KACZOROWSKI

http://www.linkedin.com/in/davidkaczorowski



Objective: Obtain associate level (post-MBA) position in investment research/portfolio management.


Education


Yale School of Management - New Haven, Connecticut

  • Masters of Business Administration (MBA), class of 2007.

  • Double Concentration in Investment Management and Finance.


Boston College Carroll School of Management - Chestnut Hill, Massachusetts

Bachelor of Science in Finance, minor in Classical Civilization, class of 1998.

  • School of Management Honors Program (accelerated curriculum).

  • Varsity Fencing Team, foil squad four years, starting lineup two years.

  • Graduated Magna Cum Laude (GPA 3.6)


Chartered Financial Analyst (CFA) Certification - Completed level I of program, registered for level II June 2009.


Professional Experience


7/07 – 12/08 Signal Hill Capital Group - San Francisco, California

Equity Research Associate – Internet Infrastructure and Data Services

  • Companies under coverage: CSCO, JNPR, FFIV, RVBD, FDRY, PKTR, SCUR, WBSN, ARST, EQIX, SDXC, INAP, SVVS, RAX.

  • Crafted and published research notes on companies under coverage and industry trends. Consulted with senior analyst on decisions for buy/sell/hold recommendations.

  • Constructed and maintained quarterly financial models on companies under coverage. Estimated future earnings and evaluated financial multiples against comparable companies in support of recommendation.

  • Conducted channel checks in support of investment recommendation. Communicated with channel partners and customers of companies under coverage, as well as companies in related industries.

  • Organized investor bus tours of Silicon Valley based companies under coverage. Booked company presentations and handled all logistical issues including transportation and lunch.


Summer 2006 Batterymarch Financial Management Boston, Massachusetts

Quantitative Investment Management Intern

  • Evaluated quantitative signals based on reasonable expectation of predictive power.

  • Coded signals into Factset environment and backtested using proprietary models.

  • Presented a report on backtest results to investment committee.

Project resulted in addition of two signals to proprietary investment model: Tobin’s Q (price over replacement value of assets) and Capital Acquisition Ratio (Operating Cash Flow over Capex).


1998 – 2005 Liberty Mutual Insurance - San Francisco, California

2004 – 2005 Risk Management Consultant

  • Composed risk management reports analyzing major client cost centers using internal databases, third-party research and communication with industry experts.

  • Presented risk management reports to senior executives of client companies including CEO, CFO and directors at client headquarters, and advised management on allocation of resources for maximum return on insurance premium.

1998 – 2004 Financial Analyst

  • Built and managed detailed statistical models and performed actuarial analysis on client companies for forecasting of insurance losses.

  • Analyzed statistical trends and quantitative drivers affecting loss development on industry, geographic and account-level data. Composed reports on results to internal company management and client executives and made recommendations for action.


Additional Information


  • FINRA Certification - Series 7, 63, 86 and 87.

  • Licensed Property & Casualty Insurance Broker/Dealer in California (#0E79073)

  • Member of CFA Society of San Francisco and CFA Institute.

  • Interests - Ancient Greek mythology/history, distance running, wine tasting.

  • References available upon request.