Zax Rosenberg is a Senior Investment Analyst, with years of experience in the single family office industry. He has sourced, evaluated, selected and monitored long only funds, hedge funds, private equity funds, and direct investments, across asset classes. He has also been responsible for managing multi-billion dollar portfolios' allocations and risk. Additionally, Zax serves as Chairman of the Board for the Dean’s Advisory Council for Roosevelt University’s Walter E, Heller’s College of Business Administration, and is an established entrepreneur. When he takes a rare break from his work, Zax spends his free time competitively fencing, learning about the latest technology, and gaming. Zax graduated with highest honors from Roosevelt University with a BS in finance, and passed all three CFA exams (consecutively and on the first attempt).

Jun 2013 - Present

Senior Investment Analyst

TCS Group

Sources, evaluates, selects and monitors all types of investments, including long only funds, hedge funds, private equity funds, and directs across asset classes; provides quarterly commentary on markets and manager performance; assists in the implementation of CRM, document management, performance tracking, and risk management systems; and manages the portfolio, strategic and tactical asset allocations, and risk.

May 2012 - Present

Chairman of the Advisory Board

Roosevelt University's College of Business

Advises the Dean in matters concerning the school's curriculum and strengthening the college of business.

Jul 2010 - May 2013

Investment Analyst

MB Investments

Identified, evaluated, and proposed potential investment ideas across all alternative investment strategies and asset classes; performed manager due diligence for prospective and current hedge fund and private equity managers; completed performance reporting; participated in asset allocation and portfolio management. Also responsible for network and computer systems administration.

      · Interviewed over 500 portfolio managers, analysts, IR teams, and C-level executives.
      · Manages a network of six servers and 14 workstations.
      · In charge of implementing a CRM system and extranet.
      · Revamped trust and private equity performance reporting for a multi-billion dollar portfolio.
Feb 2009 - Oct 2009

Intern

Morgan Stanley

Helped develop a dynamic tactic asset allocation strategy, researched securities, reviewed security litigation paperwork, and completed office work.

2006 - 2010

Roosevelt University

B.S. in Finance with Highest Honors

Minors in Accounting and Philosophy

GPA: 4.0/4.0

Wrote an undergraduate honors Thesis on Fibonacci trading strategies in equity market analysis and was given special permission to take Graduate level courses for credit.

Aug 2011 - Aug 2013

Passed all three CFA Exams

Not a partial designation

Passed levels I, II, and III on the first try, consecutively.

Skills: Asset Allocation, Backstop, Bloomberg, CSS, Financial Modeling, Financial Statement Analysis, HTML, Manager Due Diligence, Microsoft Office (Master), Morningstar Advisor, Network and Computer Systems Administration, Performance Reporting, Pertrac, Portfolio Management, Securities Analysis, Teaching, Tutoring

Manager Due Diligence

Microsoft Office

Financial Modeling

HTML5 with CSS3

2010

Received the WSJ Student Achievement Award

2010

Inducted into the Franklin Honor Society

2005

Third Place, Regional BPA Financial Management

Competition

2004-2005

Accounting Student of the Year, Adlai E. Stevenson

Jan 2012 - Present

CFA Institute and Society of Chicago Member

Apr2009 - Present

Delta Mu Delta Honors Business Fraternity Member