Rob Wilson
Senior Equity Research Analyst at Tiburon Research Group
Rob Wilson
Senior Equity Research Analyst at Tiburon Research Group
San Francisco, California
Overview
Work Experience
Senior Equity Research Analyst
2023 - Current
Founder and lead analyst of a premier boutique equity research firm specializing in the consumer sector. Provided trade/investment ideas to large, consumer-focused institutional investors. Combined industry expertise, earnings quality analytics, and primary research to yield alpha generating, largely contrarian, forward EPS estimates.
Investment Analyst
2015 - 2022
Consumer sector equity analyst (consultant). Supported senior partner with $2 billion to $3 billion of concentrated exposure (primarily short). Provided long-term investment convictions and tactical trading recommendations. Comprehensive idea generation and due diligence on existing positions and potential new investments.
Senior Equity Research Analyst
2001 - 2015
Founder and lead analyst of a premier boutique equity research firm specializing in the consumer sector. Provided trade/investment ideas to large, consumer-focused institutional investors. Combined industry expertise, earnings quality analytics, and primary research to yield alpha generating, largely contrarian, forward EPS estimates.
Treasurer & Director FP&A
1999 - 2001
Managed treasury operations, annual budgeting process/analytics, financial forecasting, and financial performance measurement for multi-channel, upscale home furnishings retailer.
Assistant Treasurer & FP&A
1998 - 1999
Managed treasury operations, commercial insurance, and assisted with strategic initiatives for a multi-channel children’s apparel retailer.
Senior Derivatives Analyst
1998 - 1999
Responsible for the valuation and P&L reporting for four derivatives primary dealer and trading portfolios. Role relocated to Chicago following Bank of America’s merger with NationsBank.
Senior Derivatives Analyst
1995 - 1998
Middle-office position providing analytical support to Balance Sheet Risk Management division traders who developed and implemented strategies to hedge corporate interest rate risk and manage earnings.
Cryptologic Technician
1986 - 1990
1 year of cryptologic training. Collected and evaluated time sensitive foreign military and diplomatic communications. Awarded two Letters of Commendation. E-5 (rank at honorable discharge).