Trevor Schuesler - Resume
1
Trevor M. Schuesler, CFA 714.369.7344 ♦ [email protected] 19002 Poppy Hill Circle ♦ Huntington Beach, CA 92648 EXPERIENCE CANTERBURY CONSULTING Newport Beach, CA Senior Research Analyst April 2010 – Present Advisory firm that oversees over $12 billion in multi-asset class investment portfolios for endowments foundations, and families Risk Management – Performed risk analytics on current, prospective, and model portfolios o Representative work: Developed Canterbury’s risk measurement framework for hedge fund portfolios Portfolio Construction & Asset Allocation – Developed and refined processes utilized by Investment Consultants to build strategic asset allocations for clients o Representative work: Created analytical, historical, and Monte Carlo Value-at-Risk (VaR) models to assist in portfolio construction and asset allocation Manager Research – Performed diligence on prospective and approved money managers o Representative work: Prepared and presented due diligence materials to Canterbury’s Investment Committee on a $900 million AUM global long/short equity manager based in Greenwich, CT Canterbury Global Positioning Statement™ Team – Researched underlying fundamental data for Canterbury's primary client-facing publication o Representative work: Analyzed domestic core inflation as it relates to federal quantitative easing measures “Bloomberg Task Force” – Elected Canterbury’s Bloomberg expert o Representative work: Developed the Canterbury Data Grid which utilizes a Bloomberg data feed of 55 market data points to give the firm a sense of current market conditions TRC SOLUTIONS Irvine, CA Financial Analyst November 2008 – March 2010 Reduced company accounting costs by $1.2 million annually through value chain reductions and consolidation Improved company’s cash flow by decreasing Days Sales Outstanding (DSO) from 92 to 85 over a nine month span Created the “Daily Invoice Register”, which required developing, maintaining, and updating an Access database and Excel spreadsheet and submitting a daily report to the CFO and other high level accounting and finance personnel for use in corporate planning Used data mining techniques to prepare various financial reports and analyses for use in financial projections and variance analysis Developed an expertise in the ERP/Accounting software Deltek Vision EDUCATION California State University Long Beach Long Beach, CA Bachelor of Science, Business Finance – Emphasis in Investments 2009 Magna Cum Laude GPA: Finance, 4.00; Overall, 3.82 DESIGNATIONS CFA Charterholder: Passed Level I (June 2011), Level II (June 2012), and Level III (June 2013) exams Series 7 Licensed: 2010-Present Track & Field Team Captain: Orange Coast College Software Expertise: Morningstar Direct, Bloomberg, Zephyr, PARis, and Microsoft Office
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Transcript of Trevor Schuesler - Resume
Trevor M. Schuesler, CFA 714.369.7344 ♦ [email protected]
19002 Poppy Hill Circle ♦ Huntington Beach, CA 92648
EXPERIENCE
CANTERBURY CONSULTING Newport Beach, CA Senior Research Analyst April 2010 – Present Advisory firm that oversees over $12 billion in multi-asset class investment portfolios for endowments
foundations, and families
Risk Management – Performed risk analytics on current, prospective, and model portfolios o Representative work: Developed Canterbury’s risk measurement framework for hedge fund
portfolios
Portfolio Construction & Asset Allocation – Developed and refined processes utilized by Investment Consultants to build strategic asset allocations for clients o Representative work: Created analytical, historical, and Monte Carlo Value-at-Risk (VaR)
models to assist in portfolio construction and asset allocation Manager Research – Performed diligence on prospective and approved money managers
o Representative work: Prepared and presented due diligence materials to Canterbury’s Investment Committee on a $900 million AUM global long/short equity manager based in Greenwich, CT
Canterbury Global Positioning Statement™ Team – Researched underlying fundamental data for Canterbury's primary client-facing publication o Representative work: Analyzed domestic core inflation as it relates to federal quantitative
easing measures “Bloomberg Task Force” – Elected Canterbury’s Bloomberg expert
o Representative work: Developed the Canterbury Data Grid which utilizes a Bloomberg data feed of 55 market data points to give the firm a sense of current market conditions
TRC SOLUTIONS Irvine, CA Financial Analyst November 2008 – March 2010
Reduced company accounting costs by $1.2 million annually through value chain reductions and consolidation
Improved company’s cash flow by decreasing Days Sales Outstanding (DSO) from 92 to 85 over a nine month span
Created the “Daily Invoice Register”, which required developing, maintaining, and updating an Access database and Excel spreadsheet and submitting a daily report to the CFO and other high level accounting and finance personnel for use in corporate planning
Used data mining techniques to prepare various financial reports and analyses for use in financial projections and variance analysis
Developed an expertise in the ERP/Accounting software Deltek Vision
EDUCATION
California State University Long Beach Long Beach, CA Bachelor of Science, Business Finance – Emphasis in Investments 2009 Magna Cum Laude GPA: Finance, 4.00; Overall, 3.82
DESIGNATIONS
CFA Charterholder: Passed Level I (June 2011), Level II (June 2012), and Level III (June 2013) exams Series 7 Licensed: 2010-Present Track & Field Team Captain: Orange Coast College Software Expertise: Morningstar Direct, Bloomberg, Zephyr, PARis, and Microsoft Office
