Name: Richard Roy
Title: Vice
President, CIRA
Degree/School:
MBA, Columbia Business School; B.S.
University of Virginia, McIntire School of Commerce
In your region, what do you feel is Citi's competitive
edge?
Without a doubt its global presence. As a firm, we have the ability
to provide clients with a tremendous breadth of products all over
the globe. In an increasingly global economy, our client base
requires that we leverage all of the firm's resources to provide a
timely and customized product.
How would you describe the people you work
with?
Since joining the
firm, I have always been extremely impressed with the
professionalism and dedication of every person I have interacted
with. Many of my co-workers have a wealth of experience in the
industry and are always willing to pass on their knowledge. In
addition, all my colleagues are intelligent and personable.
Teamwork plays a key role in our daily activities and working with
individuals that are driven and pleasant to be around makes work
even more enjoyable.
What other groups do you liaise with regularly within
the firm?
Within Citi,
we liaise primarily with Sales and Trading, and the Private Client
Group. They are our partners within firm and we work closely to
ensure that we efficiently use our resources to best serve the
firm's clients.
What was your degree, and how do you apply it to what
you're doing now?
I have an undergraduate degree in
Finance and Marketing and an MBA in Finance and in
Entrepreneurship. The process of researching and valuing companies
is very involved and allows me to apply on a daily basis many of
the skills I learned in school. A typical day will require me to
utilize my marketing, strategy, accounting, finance, and analytical
skills. While my degree helps a great deal in my daily work, one of
the most useful skills in investment research is the ability to
extract information from a variety of sources, synthesize the data
and construct coherent arguments and investment theses.