Senior Investment Analyst or Investment Analyst or Research Anal

KEITH E.
FRIEDMAN
1301 North Dearborn Street #707 * Chicago, Illinois 60610
773-339-6800
SENIOR INVESTMENT ANALYST

Outstanding investment analyst with a proven record of providing accurate, timel
y information to guide investment strategy across hedge funds, equities, mutual
funds, pension funds, and alternative investments. Specialize in identifying hig
h-potential opportunities and significantly improve portfolio performance. Exper
t at developing models, systems, and programs to enhance information quality. Th
rive on competition, challenges, and creatively solving complex investment probl
ems. Hands-on leader who drives excellence organization-wide through continuing
education, client-focused strategies, and personal example.
AREAS OF EXPERTISE
Revenue Generation * Investment Strategies * Portfolio Management * Asset Evalua
tion * Business Acumen
Financial Analysis * Quantitative & Qualitative Research * Performance Analysis
* Profit Modeling
Extensive Due Diligence * Hedge Fund Analysis * Financial Modeling * Investment
Manager Research
Team Management * Customer Relations * Training and Mentoring * Building Relatio
nships
PROFESSIONAL EXPERIENCE
Career Note: Pursuing MBA full time between 2009 and 2010. Now available for ful
l-time employment.
IRON PARTNERS * Chicago, Illinois * 2004-2009

Fund of hedge funds with $350 million AUM. Team consisted of 12 employees with i
nvestments in 30-35 hedge funds.
Director of Research & Quantitative Analysis (2008-2009)
Directed all aspects of analysis, research, and evaluation of new hedge fund man
agers offering potential investments in a wide variety of areas, including equit
y portfolios, foreign exchange trading, distressed investing, fixed income, glob
al macro, short-term trading, event-driven, real estate, and commodities. Develo
ped strategies, processes, and models to obtain higher quality, objective data t
hat led to accurate fund manager recommendations. Held full authority for entire
due diligence process and served as the main point of contact for sales/marketi
ng personnel. Supervised 2 investment analysts and an intern, providing training
and mentoring to consistently enhance performance.
* Coordinated efficient and thorough analysis of more than 1,000 hedge fund mana
gers annually, recommending managers that accounted for 46% of the portfolio.
* Spearheaded development of the Iron Risk Identification System (IRIS) that inc
reased understanding of the exposures and positions in the portfolio and standar
dized risk evaluation. Program used Pivot tables in Excel to define exposure acc
ording to geography, asset class, security type, strategy, and industry.
* Initiated creating of the Hedge Fund Taxonomy System that provided an indexed
and liquid portfolio of fund exposures, allowing daily P&L to be analyzed and ge
nerating critical information for evaluating new funds.
* Established Fiduciary Scorecard system that used specific questions to create
a score and rank of hedge fund managers, allowing standardized evaluation that c
ould be tracked over time and by multiple employees.
Senior Investment Analyst (2004-2007)
Initially recruited to provide analysis and quantitative evaluation of potential
hedge fund investments, and ultimately gained authority of due diligence proces
s. Key contributor to investment team that met with fund managers, researched fu
nd performance, and recommended actions to senior managers. Created and delivere
d presentations to the Investment Committee detailing benefits/risks of funds un
der consideration. Regularly traveled to meet with fund managers and conduct sit
e visits as part of due diligence.
* Designed comprehensive, proprietary portfolio management modeling system used
to track portfolio performance and predict changes that could impact the portfo
lio.
* Quickly gained expertise in all aspects of hedge fund evaluation and managemen
t, a new industry.
IRON FINANCIAL MANAGEMENT * Northbrook, Illinois * 2002-2004

Investment advisory servicing high and ultra-high net worth individuals, small i
nstitutions, pensions, wealth advisors, and family offices. Held $1.3 billion AU
M in equities, fixed income portfolios, corporate retirement plans, and hedge fu
nd portfolio.
Investment / Performance Analyst
Independently researched, analyzed, and evaluated mutual funds for defined contr
ibution and defined benefit plans. Recommended shifts in portfolio properties or
investment strategy based on qualitative and quantitative research. Worked dire
ctly with clients to explain portfolio and performance analyses as well as answe
r questions. Executed trades in equities and mutual funds on behalf of clients.
Reported directly to CIO and assisted multiple groups with special projects, sys
tem development, and large-scale analysis.
* Overhauled portfolio trade execution process to achieve a nearly zero cost for
adding new clients and significantly reducing employee hours required for maint
enance, allowing the firm to handle more clients.
* Project managed design of custom client relationship management (CRM) software
that functioned within Lotus Notes, improving client satisfaction by enabling a
gents to more quickly answer questions.
EDUCATION / PROFESSIONAL CERTIFICATIONS

Master of Business Administration (in progress)
Finance, Economics, Accounting, Econometrics & Statistics
The University of Chicago Booth School of Business * Chicago, Illinois
Bachelor of Arts in Finance, History Minor
University of Illinois * Urbana-Champaign, Illinois
Chartered Financial Analyst (CFA), Level 2 Candidate ~ FINRA Series 65 Certified
ADDITIONAL INFORMATION
* Professional Affiliations: Hedge Fund Association, Hedge Funds Care, CFA Insti
tute, CFA Society of Chicago
* Futures Trading: Independent futures trader throughout MBA program of E-mini S
&P 500 Index Futures, Mini Dow Jones Industrial Futures, Euro F/X Futures, and B
ritish Pound Futures
* Computer Skills: Bloomberg, Pertrac, Measurisk, Minitab, Morningstar Principia
, Portfolio Center, Centerpiece, Microsoft Excel, Word, PowerPoint, Access, Outl
ook, Publisher, Lotus Notes, Adobe Acrobat Creator

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KEITH E.

SENIOR INVESTMENT ANALYST

IRON PARTNERS * Chicago, Illinois * 2004-2009

IRON FINANCIAL MANAGEMENT * Northbrook, Illinois * 2002-2004

EDUCATION / PROFESSIONAL CERTIFICATIONS

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