Investment Analyst Resume Sample Two

999 Main Street, Any Town, NY 99999
Phone (999) 999-9999
E-mail email@yahoo.com

CHRIS KELLY

Engaged in underwriting, analysis, modeling and due diligence for prospective acquisitions, including profitability modeling and market research.
Presented research and analysis to the management for further discussion and decision-making purposes.
Gained IPO experience by assisting in the SEC registration process. Assisted executive team in formulating presentations for potential investors.
Participated in high-level strategic meetings, offering opinions based on factual support.
Managed solely the sale and leaseback of a $5 million property, including the negotiation of terms with the seller and the internal presentation.
Performed monthly operating analysis for a portfolio of all properties. The executive team used this analysis to make critical decisions about the assets and underlying leases.
Communicated frequently with third party affiliates, real estate brokers, bankers, appraisers and auditors.

Updated current value reports for each client on a monthly basis and assisted the financial advisor in determining recommendations regarding the need for manager, mutual fund and, or other investment changes.
Continuous analysis of utilized mutual funds via quantitative and qualitative data, especially in regards to the fund’s investment process and the portfolio manager information.
Additional research on replacement funds.
Prepared meeting materials for financial advisor.
Monitored accounts for upcoming bond maturities and other excess cash.

Preparing research report and making recommendations on the equity market.
Determining appropriate entry and exit prices through valuation.
Covering specific industry to identify characteristic and inherent risk for credit appraisal.
Turned around the investment process and significantly improved returns on portfolio.

University of California, San Francisco
Master of Business Administration December 2004
Concentration in Finance

New York University
Bachelor of Science Business Administration June 2000
Concentration in Finance and Economics

Operating Systems: Windows XP, Me, NT 4.0 Workstation and Server, 2000 Professional, Novell Group Wise, MacOS
Software Applications: MS Office, LOTUS 1-2-3, Quick Quote, Quote Master, Adobe Acrobat,
Main Frame, DIAS, Russell Data Management, Mercury, Vestek PSN, Basel II