Identified attractive IPO ideas and provided scenario-based DCF modeling, helping investors understand attractive new stock issuances. Trained 4 new analysts, building a strong team that was consistently chosen by sales representatives to speak with clients and prospects.
Responsible for portfolio selection, asset allocation, and trade execution for over 40 investment portfolios composed of stocks, bonds, and mutual funds.
Met with clients to provide portfolio updates and recommendations based on evolving client objectives and reviewed portfolio holdings to ensure compliance with approved securities. Worked with Trust Officers to provide clients and prospects opportunities to use additional bank services and products. Conducted financial statement and earnings quality analysis. Dell, Gateway, Apple, and Compaq. Prepared comprehensive written reports on the quantitative and qualitative analysis of industries, sectors, trends, and the economy.
Developed and presented investment thesis, risks, and buy recommendations, to financial services industry professionals on the SMIF Advisory Board.
Skillfully utilized the FCFF model, and Multiples approach to accurately estimate a one-year price target for a biotechnology company. Monitored the risk and performance of the portfolio to make recommendations to portfolio manager that assist in portfolio adjustments due to the volatility and overall performance of the broader market.
Built and maintained proprietary company specific financial models used in the stock selection process. Proactively communicated sector view and news to the broader Principal Strategies group. Developed financial forecasts and evaluated operational performance for selected companies. Built financial models and pitch books for companies in IT, Food, and Manufacturing industries. Economics — Accounting, Certificate. Does anyone know of a link, website, or book where I can find a list of these buy side companies?
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Skills often highlighted on the resume of an Equity Analyst include assisting in the research of equity positions for the GOP portfolio, and continually monitoring valuation metrics on fund securities, risk exposures, and developed exit/entry points for profit/loss targets.
10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. Superior understanding and comprehension of industries, corporations, and equity markets, Demonstrated and proven the ability to model and present profitable investment themes and strategies in order to maximize investment returns in timely manner.
Sample Equity Research Analyst resumes include skills like running domestic and international non-deal roadshows for large companies, and conducting client meetings with international institutional investors. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Upload your resume - Let employers find you. Equity Research Analyst - Buy Side. Schneider Capital Management - Wayne, PA Be the first to see new Buy Side Equity Research Investment Analyst jobs. My email: Also get an email with jobs recommended just for me.
Private Equity Resumes and Buy-Side Resume Templates If you're new here, please click here to get my FREE page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking. Buy Side Equity Analyst jobs available on cumswallowinggirlonwebcamonfreesite.ml Apply to Analyst, Research Analyst, Upload your resume - Let employers find you. Wayne, PA Equity research experience at a buy-side firm. Schneider Capital Management, an institutional value investment firm located in the western suburbs of.