Equity Research Analyst Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Technically competent and investment savvy equity valuation professional with five years of experience spanning consulting, investment and marketing across diverse client base.
: Equity Valuation, Investments Solutions, Team Building and Leadership, Credit Evaluation, Risk Management, Structured Product Design, Discretionary Advisory Service, Leveraged Products, Building Key Strategic Relationships, Compliance MS Excel, PowerPoint, Oracle FlexCube, Transact, Finacle, Bloomberg Terminal, Capital IQ, Prime.
01/2016 to Present Equity Research Analyst Citigroup Inc. | Yorktown Heights, NY,
  • Perform financial analysis of businesses and conduct independent research including income status, balance sheet and cash flow.
  • Identify opportunities/risks for businesses and provide research analysis on portfolio management and market segments.
  • Maintain extensive coverage lists of numerous companies.
  • Utilize financial data platforms to research and build valuation models (Bloomberg).
  • Perform deep, bottom-up fundamental analysis.
02/2015 to Present Chief Risk Officer, Portfolio manager Us Bank | , ,
  • Industrials & Consumer Staples Evaluated 15 industrial and consumer staples companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements Co-manage a portfolio with AUM worth $350,000.
  • Evaluate stock pitches from sector analyst and portfolio managers.
  • Wrote research reports, financial analyses, and forecasts for the industrial and consumer staples sector, and portfolio performance Maintain sector weights and diversify portfolio risk through local and international assets exposure.
  • Skillfully utilize the FCFF model, and multiples approach to estimate a one-year price target for companies.
02/2010 to 06/2014 Assistant Relationship Manager Barclays Bank | , ,
  • Sourced key customers, specifically high net-worth individuals, to invest with Barclays, determining short and long term benefits.
  • Provided equity and fixed income securities investments through Barclays Global Access, MultiManager, and GlobalBeta.
  • Ensured business results were in line with compliance and regulatory purview.
  • Conducted AML, sanctions check for new and existing bank clients.
  • Led a team of five relationship officers; ensured motivation levels, measured performance in relation to performance standards, and reconciled gaps in performance quality.
  • Produced accurate reports on team performance for senior managers.
  • Monitored client portfolio, providing investment products and maintaining a book worth US$ 1 M in client investment portfolio.
  • Identified system bottlenecks such as communications and order transactions, and resolved them in a timely fashion.
  • Accumulated data on competitor activities to recommend counter strategies for potential business threats.
Expected in June 2016 Master of Finance | University at Buffalo, State University of New York, , GPA: GPA: 3.9/4.0
GPA: 3.9/4.0 Projects: Equity Valuation and identifying positive alpha companies using CAPM. Valuation strategies and applications. Designing private equity deal for acquisition of STRATTEC, Detecting fraudulent reported returns of hedge funds, create ad-hoc investment portfolio and study risk decomposition. Financial statement analysis of Costco, and comparative ratio analysis with Walmart and Target. Research: Currently developing a quantitative equity valuation model based on value investment strategy. Spring, 2016
Expected in February 2012 Master of Business Administration | University of Wollongong, Dubai, UAE GPA: GPA: 3.92/4.0
GPA: 3.92/4.0
Expected in August 2007 Bachelor of Science | Biotechnology Amity Institute of Biotechnology, , Delhi GPA:
Expected in June 2016 Corporate Finance, Valuations by Aswath Damodaran (NYU Stern, 2015), Financial Markets by Robert Shiller (Yale, 2015) CFA Level I | , , GPA:
Youngest member promoted to Assistant Relationship Manager, "Top Performer" 2011, 2012. Barclays Bank Endowed with Academic Excellence scholarship during MBA program Awarded the "Best Overall Student" for MS finance class of 2016. Key contributor in implementation of compliance with Foreign Accounts Tax Compliance Act. Vital role researching bank cost structure, devising new incentive payment plan for investment team, saving considerable costs Participant in CFA research challenge
Academic, ad, alpha, analyst, approach, balance sheet, benefits, Bloomberg, book, cash flow, Corporate Finance, Credit, client, clients, Designing, Equity, fashion, finance, Financial, financial analyses, financial analysis, Financial statement analysis, fixed income, for MS, funds, investment strategy, Investments, IQ, Team Building, Leadership, market, MBA, Access, MS Excel, PowerPoint, Oracle, Prime, Product Design, quality, researching, Research, research reports, Risk Management, securities, Strategic, Structured, Tax Compliance, Valuation

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Resume Overview

School Attended
  • University at Buffalo, State University of New York
  • University of Wollongong
  • Amity Institute of Biotechnology
Job Titles Held:
  • Equity Research Analyst
  • Chief Risk Officer, Portfolio manager
  • Assistant Relationship Manager
  • Master of Finance
  • Master of Business Administration
  • Bachelor of Science
  • Corporate Finance, Valuations by Aswath Damodaran (NYU Stern, 2015), Financial Markets by Robert Shiller (Yale, 2015) CFA Level I