Rob Koyfman

Founder / CEO

Koyfin

Jan 2017 - Current (9 years 7 months)

Koyfin helps investors, advisors, and analysts make sense of the markets and manage portfolios. Our platform combines live market data with easy-to-use analytics tools, offering a simple way to research stocks, follow trends, and uncover insights—all without the usual high cost or complexity.

Fellow

Startup Leadership Program

Sep 2016 - Mar 2017 (7 months)

The Startup Leadership Program (SLP) is a selective global training program and lifetime network for outstanding founders and innovators. SLP Fellows have founded 300 companies, raised $200 million, and been featured in Forbes, TechCrunch, and TEDx. The program focuses on developing the entrepreneur to become the next generation of leading startup CEOs.

Analyst

Tekne Capital Management LLC

Jan 2014 - Dec 2015 (2 years)

• Integrate top-down ideas with the firm’s bottom-up stock picking • Options: create, implement and monitor selective options ideas consistent with the firm’s fundamental stock ideas • Portfolio analytics and risk management: implement a risk framework to monitor and measure top-down macro risks, economic trends and factor exposures. Recommend relevant hedges to reduce macro risk and factor risks • Member of risk committee: discuss portfolio exposures, pnl attribution and macro themes • Single stock shorts: research and recommend single stock short ideas • Technical analysis: monitor technicals of macro indicators and stock universe to identify trends and reversals

Cross Asset Strategy

Lyxor Asset Management

Jan 2013 - Dec 2014 (2 years)

• Researched macro themes and implementations across asset classes and through alternative strategies • Recommended appropriate cross-asset and alternative strategy allocations through a model portfolio • Collaborated with internal portfolio managers to create and monitor macro equity trades including fundamental research, technical analysis, derivatives implementation and risk monitoring • Articulated and presented the firm’s views to clients and investors at meetings and conferences • Authored regular thought publication with analysis of economy, asset class allocation and alternative investments

Head of Macro and Thematic Trading Strategy

CITI

Jan 2010 - Dec 2013 (4 years)

• Headed a team that recommended equity trade ideas to hedge funds based on macro/thematic trends • Traded a proprietary book of macro/thematic ideas which were implemented in stocks and ETFs • Combined fundamental views with options volatility analysis to recommend options trades on stocks and ETFs • Led equity trading department morning meeting and published morning packet with technical analysis across assets • Published reports which tracked sector rotation trends, cross-asset positioning, economic analysis and risk indicators • Developed technical and fundamental screens to identify investment opportunities in stocks and ETFs

Vice President

Goldman Sachs

Jan 2002 - Dec 2008 (7 years)

Principal Strategies, Executive Director • Conceptualized and implemented macro trades through equity indices, sector trades and stock basket Equity Research, Vice President – Portfolio Strategy • Developed and maintained a new portfolio strategy product designed to help PM’s and CIO’s analyze allocation decisions among sectors and sub-sectors based on bottom-up valuation, fundamental research and thematic trends Equity Research, Analyst – Real Estate Investment Trusts (REITs) • Co-covered 12 REITs and determined an investment rating for each company based on fundamental analysis

Intern

Merrill Lynch

Jan 2000 - Dec 2001 (2 years)

G

Ice cream truck

Glidah Ice Cream

Jun 1996 - Sep 1996 (4 months)

I worked on the only kosher ice cream truck in New York at the time. Happily served customers and frequently consumed the product myself.

About

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