Casey Weeks, CFA

Nashville,TN

Summary

Proven asset allocator and risk manager looking to take my knowledge and experience to larger funds/markets for further career growth. Excel when given ownership over tasks and runway to develop or enhance processes. Looking forward to growing in a role that requires more cross-organizational communication.

Overview

years of professional experience

Work History

Portfolio Manager

Woodmark Associates

Brentwood, TN

11.2018 - Current

Built core investment framework from scratch to analyze and invest in Large Cap US equities; combined both bottom-up fundamental analysis with top-down macro-driven overlay to achieve an "all weather" equity allocation designed to preserve and grow capital in any market environment
Analyzed core inputs for GDP and inflation data to determine the rate of change in macro conditions that would broadly impact the domestic equity and bond markets
Tracked daily changes in portfolio risk metrics to ensure proper alignment with macro view
Reviewed SEC filings and conference call transcripts of core equity positions
Assessed daily options positioning of broad market indices and traded options on core equity positions to hedge and/or increase asymmetric return profile

Investment Banking Analyst

Raymond James

Nashville, TN

03.2017 - 10.2018

Part of a small, dedicated Healthcare Technology team that primarily served rapidly growing software companies
Communicated with C-suite level executives of growth companies
Built 3-statement financial models and various other ad hoc analyses
Created pitch decks, CIMs, teasers and other marketing material
Occasionally assisted Capital Markets team with secondary offerings

Education

CFA Charterholder

CFA Institute

06-2021

BBA - Finance And Accounting

Harding University

12-2016

Skills

Excellent with Bloomberg Terminal, Microsoft Excel
Proficient in Microsoft Powerpoint, Word
Quick to learn new/leverage new tools as needed

Portfolio construction and analyzing investment opportunities
Hedging strategies and derivatives trading

Timeline