Ivy Gluck, CFA

Experience

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  StepStone Group

  Jun 2012 - Aug 2012

  Summer Intern

  • Completed Fund Summaries - Condensed qualitative and quantitative analyses of track record, team and strategy, for client review prior to fund due diligence.• Independently analyzed top startups to identify consistently successful, seed funding Venture Firms.• Attended and wrote team notes for quarterly updates, informational calls and webinars.• Researched and analyzed firms and funds, created charts and contributed to Investment Memorandums for the Investment Committee to vote on whether or not to advise a client to invest in that fund.• Continually updated data and analysis in SPI, StepStone’s online database. Show less

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  Brandywine Global Investment Management

  Jun 2013 - Aug 2013

  Summer Intern

  • Independently researched and wrote about Mexico for Brandywine’s Global Portfolio - including macro trends, the financial sector, governmental reforms and future implications.• Researched and led interview with the CFO of Mexico’s 3rd largest bank, Santander Mexico and completed a report analyzing quarterly earnings.• Evaluated companies across industries including financial services, healthcare and utilities from a macro, industry and company-specific level, assessing governmental reforms, financial statements, annual and quarterly reports. •Researched and wrote a report on RINs (Renewable Identification Numbers) - an issue with environmental, financial and political implications. Show less

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  Brandywine Global

  Jul 2014 - now

  Senior Research Analyst

  Senior equity analyst on the Fundamental Equity team at Brandywine Global Investment Management serving as a generalist. This includes sourcing new ideas, financial modeling, in-depth company and industry research, evaluating risks, meeting with management teams, and valuing companies using various methodologies.