Gavin Schell
Naples
Summary
Dynamic Equity Research Analyst with a proven track record at both Moran Wealth Management Pelican Bay Capital Management, excelling in financial modeling and portfolio management. Expert in identifying undervalued investments through rigorous analysis, enhancing portfolio performance while fostering strong client relationships. Adept at utilizing Bloomberg Terminal for actionable insights, driving informed investment decisions.
Overview
8
8
years of professional experience
Work History
Equity Research Analyst
Pelican Bay Capital Management
01.2023 - Current
- Conducted comprehensive, bottom-up fundamental analysis on public companies, applying a strict value investing framework to identify high-quality businesses trading at a significant discount to intrinsic value.
- Developed and maintained detailed financial models (DCF, comparable analysis, LBO) to forecast cash flows and establish price targets, directly informing our Chief Portfolio Manager's investment decisions.
- Generated actionable long-only investment ideas through rigorous due diligence on potential investments, critically assessing the durability of competitive advantages, balance sheet strength (a preference for net-cash positions), and the effectiveness of management's capital allocation.
- Authored in-depth investment memorandums and presented research findings and recommendations to our Chief Portfolio Manager and Investment Committee, articulating our conservative "margin of safety" in each proposed opportunity.
- Utilized Bloomberg Terminal software extensively for market data, financial analysis, and identification of companies that met our firm's stringent quality and value criteria.
Junior Portfolio Manager & Investment Analyst
Moran Wealth Management LLC
04.2022 - Current
- Personally managed $70+ Million of the firm's $5 billion total AUM through the creation and implementation of two new investment portfolios (a Small/Mid-Cap Domestic Equity Portfolio & a Preferred Security Fixed Income Portfolio)
- Implemented a new and optimized rebalancing strategy that contributed to a reduction in portfolio volatility by an annualized rate of 4+%.
- Communicated and maintained a constant relationship built on trust with our Ultra High Net Worth clients regarding timely updates on market developments, investment/allocation advice, performance reporting and attribution analysis.
- Created a new portfolio performance review structure, utilizing financial software such as Bloomberg to identify systematic risk factors
- Created and managed valuation models; including Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and Precedent Transaction Analysis to identify potential investments under the direction of the Chief Portfolio Manager
- Created financial dashboards and Tear Sheets for our 35+ proprietary investment strategies in order to provide our Ultra High Net Worth Clients with pertinent information to make informed investment decisions.
Wasmer, Schroeder& Co. Bloomberg Terminal Coord.
Florida Gulf Coast University
07.2021 - 04.2022
- Volunteered 600+ hours as the primary instructor; teaching 100+ University students on how to use the Bloomberg Terminal Software for academic and professional use
- Assisted with day-to-day operations, working efficiently and productively with all team members to assist fellow students.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Facility Manager
Florida Gulf Coast University
08.2017 - 04.2022
- Oversaw all aspects of facility safety, equipment maintenance, and coordination with vendors for both internal and external services.
- Evaluated facility operations and personnel for safety and health regulations compliance.
- Supervised 180+ employees in day-to-day activities, ensuring risk-management protocols were both being enforced and obeyed to.
- Coordinated with vendors and contractors to arrange services and repairs to be completed on time and to desired quality levels.
- Conducted inspections of facility grounds, external structure, systems and equipment.
- Handled tenant relations by addressing complaints and concerns quickly to promote facility satisfaction.
- Led facility management staff and consultants in producing business plan that focused on facility operations.
Education
Bachelor of Science - Financial Analysis
Florida Gulf Coast University
Fort Myers, FL04-2022
Skills
- Bloomberg Terminal
- Financial modeling
- Quantitative modeling, research and Backtesting
- Equity Research
- Quantitative analysis
- Portfolio management
- Competitive analysis
- Forecasting proficiency
- Technical analysis
Timeline
Equity Research Analyst
Pelican Bay Capital Management
01.2023 - Current
Junior Portfolio Manager & Investment Analyst
Moran Wealth Management LLC
04.2022 - Current
Wasmer, Schroeder& Co. Bloomberg Terminal Coord.
Florida Gulf Coast University
07.2021 - 04.2022
Facility Manager
Florida Gulf Coast University
08.2017 - 04.2022
Bachelor of Science - Financial Analysis
Florida Gulf Coast University
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