Alex Kubicek, CFA

Alex Kubicek, CFA

Analytics and Portfolio Management Intern

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  • Timeline

  • About me

    Portfolio Manager/Analyst at Macquarie Asset Management

  • Education

    • Creighton University

      2013 - 2017
      Bachelor’s Degree Business Intelligence Analytics, Financial Analytics, Mathematics

      Dean's honor role 8 semesters, 3.9 GPA, Graduated Summa Cum Laude

  • Experience

    • Javlin Capital LLC

      Feb 2016 - May 2017
      Analytics and Portfolio Management Intern
    • Baird

      Jul 2017 - Oct 2021

      Focused on the coverage of public hotel REITs and global hotel brands Focused on the coverage of public healthcare and residential REITs

      • Equity Research Associate

        Jul 2019 - Oct 2021
      • Equity Research Analyst

        Jul 2017 - Jun 2019
    • AMP

      Oct 2021 - Mar 2022
      Portfolio Manager / Analyst

      Global Listed Real Estate Securities Fund

    • Macquarie Group

      Mar 2022 - now
      Portfolio Manager / Analyst

      Level 5 - Senior ManagerAMP Capital's GLRE team and assets were acquired by Macquarie in March 2022. In this role, I regularly engage in analyzing and investing in US REITs across the Data Center, Cell Tower, Gaming, Commercial Broker, and Lodging property types.

  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2020
    • Series 86 & 87

      FINRA (Financial Industry Regulatory Authority)