Alex Nelson, CFA

Experience

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  Middlesex Savings Bank

  Jun 2009 - Sept 2009

  Credit Analyst Intern

  •Worked with senior credit officers, analyzing risk of commercial bank customers.•Managed a number of different client relationships, completing profitability, liquidity and collateral analyses, as well as provided insight into company and industry related conditions.•Attended senior credit committee meetings to assist credit officers and contribute ideas and criticisms regarding the financial viability of the companies in question.

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  Fisher Investments

  Jul 2010 - Aug 2016

  •Actively research the Industrials sector and provide investment recommendations directly to the Investment Policy Committee. These discussions have resulted in buys and sells across both private client and institutional products.•Construct macro-level Industrials sector forecasts with Capital Markets analysts, as well as fundamental and technical models used to create top-down investing themes.•Build and maintain dynamic fixed-income portfolios for private clients, focusing on risk management and income generation.•Publish weekly, coverage-specific updates for the IPC, Fisher Investments publications, and external-facing websites. Contributed to two Fisher Investments on: books. Show less •Collaborated with Capital Markets analysts to develop, test, and maintain both fundamental and technical models used in evaluating global capital market environments•Published market and portfolio updates for Ken Fisher and the Investment Policy Committee•Assisted with the creation and implementation of portfolio themes and strategies across multiple billion-dollar products•Built and maintained dynamic fixed-income portfolios for private clients, focusing on risk management and income generation•Created materials used in client seminars, published books and our external-facing website Show less

  • Securities & Fixed Income Analyst

    Jul 2012 - Aug 2016

  • Research Associate

    Feb 2011 - Jul 2012

  • Account Executive

    Jul 2010 - Feb 2011
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  City National Rochdale

  Aug 2016 - now

  • Portfolio Manager

    Jan 2021 - now

  • Senior Fixed Income Analyst

    Aug 2016 - Jan 2021