Robert Balsamo, Finance Expert in Washington, DC, United States
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Robert Balsamo

Verified Expert  in Finance

Finance Expert

Washington, DC, United States
Toptal Member Since
July 10, 2017

As a publishing equity analyst for UBS and FBR Capital Markets, Robert maintained comprehensive research on a coverage universe valued over $100 billion. He has also facilitated over $100 million of debt and equity capital raises. In freelancing, he leverages his creativity and his expertise in valuation, market analysis, and financial modeling to help clients navigate competitive markets and assess investments and finance for long-term success.

Career Highlights

Equity Research Analyst
UBS Securities, LLC
Banking Analyst | Research Analyst
Global Hunter Securities

Education Highlights

Master of Business Administration (MBA)
Tulane University—Freeman School of Business
Bachelor's Degree
Colgate University

Case Studies

Work Experience

Equity Research Analyst

2016 - 2017
FBR & Co.
  • Established a midstream/master-limited partnership research coverage from the ground up, including the sales team education and development of distribution network to institutional investors.
  • Initiated and maintained research coverage across subsectors, including gathering and processing liquids transportation and storage, fuel distribution, and others.
  • Conducted ad hoc thematic research such as basin-specific competitive analysis, macro valuation, and various scenario analyses.
  • Maintained comprehensive research coverage on over 15 master limited partnerships with average market capitalizations of $3.75 billion.
  • Established working relationships with executive management teams as well as significant institutional investor base.
  • Covered a variety of companies, including Plains All American Pipeline (PAA), Enbridge Energy Partners (EEP), Westlake Chemical Partners (WLKP), and Sunoco LP (SUN).
Focus areas: Business Planning, Due Diligence, Capital Structure Analysis, Capital Markets, Market Research, Valuation, Equity Research

Equity Research Analyst

2013 - 2016
UBS Securities, LLC
  • Selected for and participated in UBS Emerging Analyst Program while assuming the lead coverage role (acted as the lead on AmeriGas Partners LP, Hi-Crush Partners LP, Suburban Propane LP).
  • Mentored and managed a team of associates during ascent to the number three spot in the Institutional Investor ranking.
  • Drove investment themes and strategies, working both independently and with a senior analyst.
  • Worked extensively across subsectors: diversified, gathering and processing, upstream, and propane.
  • Assisted in key franchise building efforts including initiation of coverage, restructuring models, and management of the junior staff.
  • Communicated investments thesis regularly to institutional buy-side clients and UBS wealth management group.
Focus areas: Financial Modeling, Market Opportunity Analysis, Valuation, Investment Banking, Capital Markets, Oil & Gas, Energy, Equity Research

Banking Analyst | Research Analyst

2010 - 2013
Global Hunter Securities
  • Executed high yield, preferred equity, and M&A transactions.
  • Conducted due diligence and analysis on a variety of businesses and industries; efforts included construction of dynamic financial models, covenant analysis, and valuations.
  • Drafted offering memoranda, investor presentations, offering circulars, and various pitch materials.
  • Developed and maintained research for over 20 publicly traded MLPs in the energy sector (in particular, for oil & gas pipeline, exploitation and production, and gathering and processing companies).
Focus areas: Equity Research, Capital Markets, Financial Modeling, Investor Presentations, Investment Banking
2008 - 2010

Master of Business Administration (MBA) in Finance

Tulane University—Freeman School of Business - New Orleans, LA, USA

1998 - 2002

Bachelor's Degree in Political Science

Colgate University - Hamilton, NY, USA


Market Research, Equity Research Analysis, Equity Research, Corporate Finance, Valuation, Due Diligence, Data Analysis, Financial Planning & Analysis (FP&A), Budgeting, Fundraising, Startup Funding, Capital Raising, Capital Structure Analysis, Market Opportunity Analysis, Financial Modeling

Output Software

Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft OneNote, Microsoft Outlook

Industry Expertise

Banking & Finance, Capital Markets, Energy, Oil & Gas

Data & Analysis Software

Capital IQ, Factset, Bloomberg


Business Models, Pitch Decks, Financial Statements, Investment Research, PPP Projects, Partnerships, DCF Modeling, Midstream, Writing & Editing, Investment Banking, Energy Sector Expert, Business Planning, Investor Presentations, Commodity Markets, Market Research & Analysis, Macro Driver Analysis

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