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Research Analyst Resume Sample One

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JACOB JOHNSON

EQUITY RESEARCH, INVESTMENT MANAGEMENT AND  FINANCIAL ANALYSIS

High performance equity research analyst with successful track record of long and short investment recommendations. Noted for deep expertise of companies under coverage and in-depth industry analysis. Extensive knowledge of multiple sectors – Gaming, Lodging, Leisure, Restaurants, Light Manufacturing, and Outsourcing. Emphasis on bottom-up analysis and multi-valuation analytics. Columbia MBA.

Areas of expertise include:

  • Stock selection
  • Fundamental bottom-up analysis
  • Forecasting and valuation
  • Management assessment
  • Relationship building
  • Sales and marketing

PROFESSIONAL EXPERIENCE

ABC INC. 2006 – Present
RESEARCH ANALYST

  • Actively contributed to major restructuring exercise by generating detailed financial and operational projections to aid upper management with long-term cost reduction goals.
  • Lead projects including establishing time lines, deliverable, and drafting communications and presentations. Reviewed submitted work to ensure accuracy.
  • Worked with internal and external resources to analyze and interpret financial results and data including but not limited to costs, revenue and profitability.
  • Analyzed financial and operational processes of business units and departments to determine best practices.
  • Prepared reports, presentations, business communications, data summaries, and other documents to support departmental and organizational business decisions.
  • Projected future financial and staffing requirements by analyzing human resources needs to fit short-term and long-term strategies.
  • Consulted with management to investigate and analyze key business issues relating to programs. Made suggestions to identify strengths and weaknesses.
  • Studied financial models and business plans to determine the feasibility of new and expanded services as well as facility and equipment acquisitions.
  • Worked with management team to build strategic business plan on current performance and future direction of business.
  • Developed trend analysis reports that monitored key performance indicators and compared them to internal and external benchmarks.

XYZ CORP. 2004 – 2006
RESEARCH ANALYST

  • Research and analyze macroeconomic factors to identify global investment opportunities for the firm’s tactical investment decision making process.
  • Build quantitative models to monitor portfolio performance, and develop attribution analysis to explain portfolio’s out performance & under performance relative to benchmarks. Create and update asset allocation models for monthly management meetings.
  • Generate monthly and quarterly reports for global capital markets (equity, fixed income, and alternative investments), sector, industry performance, and macroeconomic fundamentals.
  • Write analysis reports to contribute to firm’s top-down macroeconomic research efforts.
  • Prepare presentations, booklets and other marketing materials for investment related meetings and conferences.
  • Perform various administrative duties to assisting portfolio manager in day-to-day management activities.
  • Extensively use Bloom berg, Investment, PSN, Morning star and other investing tools every day.

BCD INC. 1999 – Present
RESEARCH ANALYST

  • Provided strategic insight about specific industries, market segments, marketing techniques, agency experience, and case studies to account teams on a daily basis.
  • Provided secondary research for clients and network.
  • Collaborated with department manager on internal ad hoc reports using Access; information includes client history and requests.
  • Oversaw and delegated requests when department manager was out of the office.
  • Trained research assistants and interns on department policies, procedures, and files.
  • Performed administrative functions as needed; includes filing, faxing, and typing.

EDUCATION

New York University, New York, NY 1992 – 1993
MBA – FINANCE AND ACCOUNTING

University of California, Santa Barbara, Santa Barbara, GA 1983 – 1987
BA – ECONOMICS AND HISTORY

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