Alex Katzman

Experience

• 

  Morgan Stanley

  May 2011 - Aug 2014

  Equity Research

  • Collaborate with Research Analysts and Sales to effectively execute Morgan Stanley’s Research client strategies including the below responsibilities:• Manage an offshore team of 5 people to help innovate and scale new ideas and management tools department-wide.• Create data driven visualizations using various web based, proprietary software, and coding languages applicable to Research products in order to pilot new ideas using the extensive global platform.• Work on a team with the Global COO of Research innovating new “uplift” strategy products that on average boost client readership/viewership by 10-15%.• Implement new Research media distribution channels including Analyst Videos & Virtual Field Trips. Show less

• 

  Cowen Inc.

  Sept 2014 - now

  • Work on a team that manages Cowen’s Research content pipeline and run both the equity morning trading meeting and research-sales meeting• Find opportune times to squawk market moving stock and/or thematic events to monetize research calls throughout the day; especially focused on mid-day events to influence back-half/pre-close client trade commissions• Create trade ideas based on desk flow, research reports, and daily market movement• Assist in sales and trading effort for a book of institutional Tech and Industrial focused clients• Member of Investment Product Committee that reviews all upgrade/downgrades of stock calls before they publish• Sit over the Sales and Research wall and work with analysts on suggesting themes and market moving events on which to publish• Send a monthly macro commentary desk note on Cowen coverage sector performance, earnings beats and misses, and overlay relevant option recommendations in tandem with the Derivative’s Desk Show less

  • Managing Director

    Jan 2024 - now

  • Director, Southeast Institutional Sales

    Jan 2021 - now

  • Institutional Equity Sales - Product Management

    Sept 2014 - now