Description :

1. Successfully research, analyze, and maintain the company financials departments largest equity portfolio in accordance with the united states GAAP and IFRS accounting standards.
2. Created and implemented North America's shares outstanding update workflow and quality control process.
3. Manage a team of equity analysts that collect and analyze historical market capitalization data.
4. Collaborate with Bloomberg news to develop articles and showcase Bloomberg's world-class data sets.
5. Conduct earnings estimate consensus analysis by sourcing and qualifying broker reports within strict deadlines.
6. Interview potential new hires, educate and integrate new analysts into Bloomberg's multiple workflows.
7. Collaborate with the sales team and other groups to discuss client needs and develop customized enhancements.
8. Manage all North American data analysts daily client interactions through the Bloomberg help desk.
9. Effectively conduct client calls with Bloomberg's most challenging clients to understand their frustrations, manage their expectations and develop comprehensive solutions.

Experience

7-10 Years

Level

Management

Education

BA

Description :

1. Grew the Assets under Management from $35 to $277 million in 4 years of my tenure. The main task as an equity analyst was to initiate and present profitable equity investment ideas directly to the portfolio manager.
2. Conducted a generalist, top-down driven fundamental research and analysis, strengths include the ability to accurately identified market opportunities to drive short and long profit/loss performance, identify mispriced assets accurately, monitor institutional inflow and outflows and apply valuation and sensitivity models to forecast and test investment thesis.
3. Was the primary research analyst to the portfolio manager and senior analyst.
4. Through my efforts was a major contributor to the 20% plus annual gross returns during my 3 out of 4 years with the firm.
5. Recommendations provided for double-digit returns on many equities, yielding tens of millions of gross profit dollars.
6. Created and expanded the qualitative and quantitative research infrastructure for the firm.
7. Monitored and modeled hundreds of companies to determine proper valuations for entry and exit points.
8. Data gathering from sec filings, press releases, and conference calls, attending conferences and monitoring news flow(s).
9. Handled investor inquiries regarding statements, LPA agreements, subscription agreements, and management fees.

Experience

10+ Years

Level

Senior

Education

BBA

Description :

1. Member of a four-person investment committee responsible for portfolio equity investment decisions.
2. Develop variant valuation opinions based on diverse industry landscapes, regulation changes, and numerous corporate actions.
3. Communicate with c-level management teams to forecast business operations in the development of projected financial statements.
4. Improve and automate discounted cash flow and residual income models to increase valuation modeling efficiency.
5. Proactively recommend changes and refine internal investment process to improve overall investment return.
6. Streamline data mining capability of a proprietary universe using excel pivot tables, v-lookups, and nested formulas.
7. Provide trading, operational accounting, marketing and businesses development support on an ad-hoc basis.
8. Forecast terminal value by modeling assumptions through discounted cash flow simulation.
9. Investigate industry outlooks, economic trends, product segments, competitors, management.

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Utilize time series analysis by R language to forecast the performance of the target companies and their new expanded divisions forecasted NPV, IRR values.
2. Calculate market risk and adjusted return for stocks by selecting a different market and industry factors to conduct regression analysis.
3. Research and analyze the performance of 14 investment products, including stocks, bonds, ETFs and mutual funds through 10k, financial statement and latest national policies.
4. Utilize abnormal earning method to estimate the valuation of 6 debtor companies.
5. Track daily price movements and update about 15 stocks that the company owns.
6. Summarize suggestions on investments and negotiate with targeted companies, write investment analysis reports on the financial situation, credit rating and collateral quality.
7. Communicate with fund manager internally on the external investor's feedback and preference.
8. Research real-time market data concentrating on strong performers in the refinance sector.
9. Manage energy and consumer discretionary sectors of a fundamental-analysis-driven investment portfolio.

Experience

2-5 Years

Level

Junior

Education

MS

Description :

1. Identify, analyze, and resolve daily equity trade problems using internal matching and comparison tool.
2. Partner closely with the trading department and other internal business partners to analyze daily trade breaks.
3. Accurately process trade corrections in a timely manner in order to improve client experience and reduce.
4. Consistently average over 100% on individual performance metrics and over the year, the productivity of 114.03 exceeded expectations.
5. Routinely review, analyze and revise internal desktop procedures to ensure accuracy completeness.
6. Assist option desk with trade reconciliation and trade corrections as needed.
7. Assist in team projects to improve efficiencies, reduce risk, and create a better client experience by suggesting enhancements, problem-solving, and testing new functionality.
8. Prepared and delivered powerpoint-based presentations in order to educate colleagues working with other industry sectors before conducting group-wide votes on changes in portfolio position.
9. Analyzed current holdings and potential future holdings using discounted cash flow analysis in order to determine share price reasonableness and devise potential buying and selling opportunities.

Experience

10+ Years

Level

Senior

Education

UG

Description :

1. Successfully adjusted earnings for covered companies through 10 earnings seasons, accounting for us GAAP and IFRS.
2. Successfully calculated CUSIP information, such as book value, cash flow per share, current ratios, debt-to-equity ratios, and others for covered companies.
3. Maintained financial statement information for covered companies within Ford's databases.
4. Ran the the annual performance for Ford's stock selection models and helped to update marketing materials.
5. Successfully took on updating the performance statistics for fords buy, hold, sell ratings.
6. Maintained the industry and peer group classifications for Ford's investment universe while adding new companies to our portfolio.
7. Responsible for research coverage across the key asset sectors of foreign exchange, sovereign fixed income, credit, derivatives, emerging markets, and equities.
8. Engaged in writing market commentaries in emerging markets new issue updates. Commentary experience also included IPO fundamentals news and LATAM syndicate loans data at a leading independent provider of real-time financial information.

Experience

7-10 Years

Level

Management

Education

UG

Description :

1. Responsible for developing the U.S. Metals Mining Research franchise in collaboration with the senior analyst; including publishing stock and industry research and conducting client-facing activities to sell research product.
2. Produced and published original written research reports on companies within the metals mining sector; including generating investment recommendations and identifying investable themes affecting the sector.
3. Client facing activities focused on supporting the research needs of an institutional investor base, including serving as an industry expert, providing market commentary, arranging corporate access and marketing our research.
4. Extensive valuation and modeling expertise spanning from direct company analysis to industry and global metrics.
5. Expert at modeling capital structure changes ranging from IPOs, debt/equity raises, acquisitions, capital projects and restructuring as well as MA scenario analysis.
6. Expert understanding of players and market dynamics in the domestic steel, iron ore, coal, copper and aluminum industries as well as global producers, pricing drivers, supply/demand trends and trade flows.
7. Strong knowledge of metal consuming end markets, including the aerospace, automotive, construction, multi-industry, manufacturing, distribution, transportation, and energy industries.
8. A community leader in fostering mentoring junior employees and a core member of the associated forum.
9. Accomplishments include serving as a key catalyst behind department-wide initiatives to formalize associate development process, integrate team franchise objectives, and aligning performance evaluation metrics.

Experience

7-10 Years

Level

Management

Education

MS

Description :

1. Healthcare analyst for all cap concentrated fund and dividend income fund.
2. Outperformed benchmark by 500 basis points since the concentrated fund’s inception.
3. Outperformed benchmark by 352 basis points since the inception of the dividend income fund.
4. Healthcare analyst for three portfolios: large-cap core, large-cap growth, and dividend yield.
5. Outperformed benchmarks for three out of five years with positive attribution since the portfolio's inception.
6. Healthcare sector portfolio manager - responsible for managing a team of four charged with a benchmark of the Russell 3000 growth index.
7. Outperformed benchmark two out of three years with positive attribution since inception.
8. Relations departments to identify key credit factors, which resulted in the expansion of the credit analysis.
9. Researching and analyzing companies debt obligations and capital structure while working with an investor.

Experience

10+ Years

Level

Senior

Education

MBA

Description :

1. Successfully researched and pitched stocks to fund and sector managers, adding two securities to the portfolio.
2. Responsible for written coverage updates and recommendations for buy/ sell holdings.
3. Actively pitch investment ideas and identify unique catalysts/ trends through in-depth presentations.
4. Perform fundamental, bottom-up research on small and mid-cap growth stocks.
5. Coverage of companies in materials/industrials/ utility sectors in domestic and foreign markets.
6. Analyzing sell side brokers estimates and building earnings consensus by examining their forecast models and assumptions built in.
7. Examining companies earnings releases to adjust for extraordinary items in order to compare them to sell.
8. Interpreting significant changes in accounting rules for local markets and conveying the analysis to relevant.
9. Analyzing companies financial reports and standardizing the data in order to compare financials and performance metrics on an industry basis.

Experience

10+ Years

Level

Senior

Education

MBA

Description :

1. Responsible for written coverage updates and research reports for security holdings within specific sectors.
2. Actively pitch investment ideas with in-depth presentations highlighting catalysts, growth opportunities and risks.
3. Support findings with several types of DCF, DDM, and multiples valuation models.
4. Currently covering a wide range of securities within the energy/materials/industrials and utility sector.
5. Promoted to sector specialist in energy providing the fund with weighting recommendations.
6. Produced macro-level research releases featured on CNBC, Bloomberg, and seeking alpha concerning initial offering statistics and trends.
7. Maintained IPO database, including company profiles, financials, and offering information.
8. Updated and modified valuation models for company research and reporting purposes.
9. Develop investment action plans to improve overall portfolio performance based upon research and meetings with the management teams of portfolio companies.

Experience

7-10 Years

Level

Management

Education

MBA

Description :

1. Researched Analyst at multi-billion AUM investment firm, global long-short equity with a focus on quality and value.
2. Built financial and operating models, interviewed customers, competitors, and management teams, and employed value-added research methodologies (VAR) to evaluate investment merits and risk-reward profile.
3. Developed proprietary and repeatable research process using checklists, mental models, and investment frameworks.
4. Conducted bottom-up research and supported senior partner and 7 portfolio managers with research/analysis.
5. Created value-added financial analysis - built comparable-company analyses.
6. Conducted industry and company-specific research and assessment of management and long-term strategic direction by utilizing fundamental analysis.
7. Prepared investment recommendations, analyzed relevant financial data, and evaluated industry trends and economic factors.

Experience

2-5 Years

Level

Junior

Education

MBA In Finance And Investing

Description :

1. Responsible for due diligence, financial modeling, valuation assessment, and producing equity research reports to support the Senior Equity Research Analyst.
2. Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison, and valuation analysis on 18 portfolio companies.
3. Authored or co-authored over 40 equity research reports, including initiation of coverage, updates, and briefs.
4. Produced and maintained the First Call earnings estimate database and notes.
5. Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force.
6. Often spoke on the company-wide morning call regarding company updates.
7. Developed key financial models, valuation parameters, and summary documents for $15 million follow on public offering as well as initiated analyst coverage post offering.

Experience

2-5 Years

Level

Executive

Education

MS In Finance

Description :

1. Conducted research on the coal industry and 25 listed companies and provided financial consulting services to clients.
2. Helped clients earn a 30% return by promoting stocks and providing financial services to clients.
3. Supervised equity research for a Private Client Group, focusing on building diversified portfolios.
4. Obtained valuation methodologies from investment bankers on tech companies, for equity research analysis.
5. Performed research on SaaS (Software as a Service), scouting for addressable markets differing from consensus.
6. Identified Salesforce.com's offerings, cost structure, target markets, executive team, financial performance, and risks.
7. Contacted VP of Salesforce.com for an analytical review of the business model, strategy, and SaaS market.

Experience

2-5 Years

Level

Executive

Education

MBA In Finance

Description :

1. Performed Ad hoc analysis work as assigned by Research Head.
2. Supervised the performance of the respective company's part of the portfolio and provide timely updates on those companies.
3. Developed, updated, and evaluated basic and advanced company valuation models.
4. Developed, maintained, and analyzed generic and specific company, industry, and market overview.
5. Researched and analyzed specific company financial information and fundamentals.
6. Participated in earning management and financial restatement engagements for companies from various industries.
7. Analyzed various general ledger accounts, interviewed financial personnel, and compared accounting treatment of various transactions to GAAP.

Experience

2-5 Years

Level

Executive

Education

B.A. In Analyst