Tyler Knisley
Los Alamitos, CA 90720
tyler.knisley@gmail.com | (562) 331-3274


Freelance Los Alamitos, CA
Self-Employed March 2022 – Present
* Conducting freelance financial modeling and Excel work while assisting with managing residential real estate property

Truist Securities New York, NY
Equity Research Associate – Pharmaceuticals February 2018 – March 2022
* Performed fundamental research on Pharmaceutical companies across the generic, specialty, biosimilar, and animal health markets (previously covered cardiovascular, orthopedic, and neuromodulation Medical Device companies)
* Created and maintained three statement financial models and wrote notes regarding proprietary market research, industry themes, initiation reports, earnings releases, and company news
* Interacted with management teams at analyst events and company calls, as well as institutional investors to help answer questions regarding investment theses, company valuations, and market outlooks

Fitch Ratings New York, NY
Associate Analyst – Model Validation July 2017 – January 2018
* Validated, optimized, and reviewed Excel/VBA models and tools which use metrics such as default probability, prepayment risk, and breakeven analysis to better enable analysts to assess credit ratings
* Worked closely with teams throughout many divisions of the company and gained exposure to a variety of asset classes ranging from structured finance and currencies to corporate and municipal offerings

Atelier Capital & Investment Banking Institute New York, NY
Equity Research and Analysis Internships June 2016 – June 2017
* Performed due diligence for a buy-side family office focusing on discretionary long/short equity investments primarily across the healthcare, technology, energy, and financial sectors
* Attended roadshow presentations and management meetings for potential IPO investment ideas, as well as created stock pitches based on DCF and comparable valuation analyses based on independent research and company documents

New York University Brooklyn, NY
Graduate Assistant September 2016 – May 2017
* Provided support to NYU’s Valuations and Corporate Finance class by explaining key concepts and assisting students

Morgan Stanley Irvine, CA
Wealth Management Intern June 2014 – May 2015
* Exercised due diligence on equities/mutual funds and interacted with internal compliance, research, and management teams along with external wholesalers and clients involving the review of portfolio management and tax documents


New York University – Tandon School of Engineering Brooklyn, NY
Master of Science in Financial Engineering September 2015 – May 2017

CFA Institute New York, NY
* Passed CFA Level I December 2016

FINRA New York, NY
* Series 7, 63, 86, and 87 May 2018

California Polytechnic State University, San Luis Obispo San Luis Obispo, CA
Bachelor of Science in Biomedical Engineering September 2009 – June 2013


* Computer: Excel, PowerPoint, FactSet, Visible Alpha, Bloomberg, IQVIA, PriceRx, VBA, Python, R, Matlab, SQL
* Interests: Golf, Crossword puzzles, Poker, Baseball, Basketball, Cooking, Piano


  • Bloomberg
  • Business Valuation
  • Corporate Finance
  • Excel
  • FactSet
  • Financial Modeling
  • Market Research
  • PowerPoint


2015 - 2017 (graduated)

MS Financial Engineering at New York University

2009 - 2013 (graduated)

BS Biomedical Engineering at California Polytechnic State University, San Luis Obispo

  • Updated 4 weeks ago

To contact this candidate email tyler.knisley@gmail.com

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