Joseph W. Heintz
Chicago,,Illinois
Summary
I am a detail oriented, self starting, and ambitious Finance Professional with experience in equity and credit research, equity trading, and the audit practice currently enrolled in the CFA program. I am seeking a role in finance to enhance my experience and more broadly contribute in a corporate environment.
Overview
8
8
years of professional experience
Work History
Proprietary Equity Trader
Trillium Management
10.2020 - Current
- Intra-day traded publicly listed US equity, ETF, CEF, and volatility securities on NYSE and Nasdaq exchanges with hold times ranging anywhere from seconds to hours
- Honed and refined trading process to systematize discretionary trading through use of pattern identification skills and back tested results to identify best opportunities and areas of high probability returns
- Self-managed trades based on order flow to determine appropriate risk and sizing to execute individual trade opportunities based on technical analysis and liquidity
- Successfully managed multiple positions with firm allocated capital to achieve returns
- Reacted to and employed capital based on breaking market-moving headline news under pressure and in time effective way to capture returns based on sudden changes in supply/demand of given securities
- Collaborated with peers and senior traders to identify sources of edge and exploit market inefficiencies
- Sharpened analysis skills to predict market movements of companies across dozens of industries along with understanding stock movement of peer companies
- Identified key metrics of earnings reports and identified trading opportunities based on realized vs. expected quarterly or yearly reported earnings
Audit and Assurance Intern
Deloitte
07.2020 - 07.2020
- Covid-19 impacted virtual internship that covered the fundamentals of the auditing and assurance practice
- Participated in virtual educational seminars that covered core concepts of selecting and testing financial results to determine validity of reporting
IG Corporate Credit Analyst Intern
Fort Washington Investment Advisors
05.2019 - 08.2019
- Conducted derivative research and developed potential systematic volatility selling strategies through variance and volatility swaps to capture consistent market premium for implied vs. realized volatility
- Covered $1.25 billion portfolio of IG corporate credit holdings in TMT and developed company by company updates for portfolio manager on earnings reports and business outlook to determine future distributable cash flows and bond risk
- Analyzed large acquisition information on largest equity portfolio holding through secure file room to confirm investment thesis and understand agreements made for acquisition and overall project
- Collected and visualized market returns for various asset classes before and after Federal Reserve target rate cuts/hikes for senior management to understand impact of easing cycles or tightening cycles on current holdings
MLP Equity Analyst Intern
Fort Washington Investment Advisors
05.2018 - 08.2018
- Examined business structure of international midstream and infrastructure companies and created SWOT analysis detailing investment thesis behind investment choices in specific equities
- Assembled historical data through Bloomberg Excel functions to create models for new CLO product offering for high yield credit group
- Constructed financial model to calculate expected return of equities over a 1 year holding period based on closing price on purchase day compared to 50 day moving average
- Developed and digitized annual risk survey to aid executive committee in identifying senior management sentiment toward the firm’s market exposure risk
Education
Bachelor of Science - Accounting & Finance
Indiana University Bloomington
Accounting GPA 3.51/4.00, Finance GPA 3.43/4.0005.2020
Skills
- Bloomberg
- Complex Excel Modeling and all MS programs
- Formal Business Writing
- Adept with Learning Proprietary Software
- Investment Research
- Trading
Timeline
Proprietary Equity Trader
Trillium Management
10.2020 - Current
Audit and Assurance Intern
Deloitte
07.2020 - 07.2020
IG Corporate Credit Analyst Intern
Fort Washington Investment Advisors
05.2019 - 08.2019
MLP Equity Analyst Intern
Fort Washington Investment Advisors
05.2018 - 08.2018
Bachelor of Science - Accounting & Finance
Indiana University Bloomington