Associate Research Analyst Resume Samples

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M Fritsch

Moriah

Fritsch

614 Theo Valleys

San Francisco

+1 (555) 311 0940

614 Theo Valleys

San Francisco

Phone

p +1 (555) 311 0940

Experience Experience

Phoenix, AZ

Associate Research Analyst

Phoenix, AZ

West, Armstrong and Sauer

Phoenix, AZ

Associate Research Analyst

Meet the special project demands of the senior analyst
Build industry knowledge and contacts
Analyze information obtained from management teams in order to conceptualize and define operational issues
This research position is primarily responsible for providing foreign language, financial modeling and organizational support to the senior research analyst
Candidate will build and maintain Excel-based financial models, including income statement, balance sheet, cash flow statement, and discounted cash flow analysis
Candidate will be responsible for building and updating comp sheets and managing the databases and electronic data services (i.e. Bloomberg, FactSet, among others) necessary to analyze the sector
Candidate will occasionally travel between the United States and China and will have interaction with company management teams and investors

Boston, MA

Associate Research Analyst

Boston, MA

Rippin Inc

Boston, MA

Associate Research Analyst

Monitor and evaluate company news and related events
Responsible for maintaining deep and rich buy lists of candidate managers for Russell portfolio managers and consulting clients
Serve as the primary interface for company during off hours; promote a customer-oriented business work ethic
Supporting the hedge fund research program for Russell’s hedge fund team. The associate will
Build and maintain excel-based financial models, including income statements, balance sheets, cash flow statements, etc
Build and maintain numerous company valuation and performance spreadsheets
Manage databases and electronic data services (i.e. Bloomberg, FactSet, etc...)

present

Philadelphia, PA

Associate Research Analyst Latin Equity Team

Philadelphia, PA

Halvorson-Pollich

present

Philadelphia, PA

Associate Research Analyst Latin Equity Team

present

Make stock specific recommendations that outperform the Latin American market over time
Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
Build and update financial and valuation models
Synthesize and assess financial, industry data
Conduct primary research through industry sources
Draft reports/notes on relevant investment themes, events, and breaking news
Attend industry conferences

Education Education

Bachelor’s Degree in Confidentiality

Central Michigan University

Bachelor’s Degree in Confidentiality

Skills Skills

Basic accounting acumen: Pharmaceutical sector is active in M&A. The ability to perform consolidation analysis is
Integrity and Trust: Credible and confident with the ability to persuade and execute. Honest and accountable for follow through and accuracy
Communication: Strong ability to communicate and facilitate decisions and execution both verbally and in writing
Strong PC skills and ability to rapidly navigate new databases (Excel, PowerPoint, FactSet, Bloomberg and IMS)
Solid understanding of economic and accounting principles and practices, and some knowledge of the financial markets
Able to work in a highly collaborative environment
Strong knowledge of and interest in current, International Affairs at a global or regional level
Industry knowledge in transportation (trucking and railroads) and or logistics desired but not essential
Understanding of drug approval process and ability to interpret clinical trial data
Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters

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Associate Research Analyst Resume Examples & Samples

B.S. or B.A. in related field
MBA in Finance a plus, CFA designation or current enrollment a plus
1 to 3 years of industry experience

Associate Research Analyst Resume Examples & Samples

Comprehensive financial modeling and valuation skills: Responsible for building and maintaining comprehensive models that includes full financial statements, market models and valuations. Attention to detail is critical
Basic accounting acumen: Pharmaceutical sector is active in M&A. The ability to perform consolidation analysis is a plus
Strong writing and analytical skills: Responsible for generating initiation reports, create marketing presentations, and writing research notes with analysis under heavy time constraints
Strong communications skills: Interact with internal sales/trading and external clients, over time. Attend management meetings, company sponsored investor/analyst days and medical meetings, requiring a self-assured and confident personality as well as a highly inquiring mind. Professionalism is critical
Passion for the stock market and the equity research function: Ability to form investment ideas and formulate opinions on companies and stocks
Strong initiative and work ethic, ability to work independently, capable of managing multiple simultaneous projects and prioritizing responsibilities, and ability to think creatively
Monitor and evaluate company news and related events
Strong PC skills and ability to rapidly navigate new databases (Power Point, Excel, FactSet/Bloomberg and IMS)
BA, BSc with concentration in Finance and/or MBA; MD degree not required but helpful

Associate Research Analyst Latin Equity Team Resume Examples & Samples

Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
Make stock specific recommendations that outperform the Latin American market over time
Build and update financial and valuation models
Synthesize and assess financial, industry data
Conduct primary research through industry sources
Draft reports/notes on relevant investment themes, events, and breaking news
Attend industry conferences
Communicate with investment professionals throughout the Firm
Bachelor’s degree required. Finance major a plus
Fluency in Spanish (preferred) and/or Portuguese required
Commitment to pursue the CFA
Enthusiastic, proactive, self-starter who is highly self-motivated and committed to adding value and delivering superior results to the team and the organization
Capacity to thrive in a dynamic, constantly changing global market environment
Proficiency with Microsoft Excel and some modeling experience
Excellent oral and written communication skills are required

Associate Research Analyst Resume Examples & Samples

Industry knowledge in transportation (trucking and railroads) and or logistics desired but not essential
Minimum 2 years of modeling experience
Ability to write well and communicate verbally are essential
Some travel required

Associate Research Analyst Resume Examples & Samples

Investment experience as a portfolio analyst, trader, research associate, research analyst, or consulting analyst
Manager research experience
Relevant industry experience
Self-starter and able to demonstrate initiative
Demonstrated ability to understand and use financial theory and tools
Interpersonal Skills: Strong skills in collaborating with other to get results.. High interpersonal, networking, and communication skills
University Masters / postgraduate degree or equivalent qualification / equivalent experience – preferred

Associate Research Analyst Resume Examples & Samples

Oil & Gas experience a plus
Must be able to prioritize, manage multiple tasks simultaneously
Intermediate to advanced PC skills, including Work, Excel, PowerPoint, etc
The ability to communicate information and ideas in spoken and written form efficiently
Solid understanding of economic and accounting principles and practices, and some knowledge of the financial markets

Associate Research Analyst Resume Examples & Samples

Supporting the hedge fund research program for Russell’s hedge fund team. The associate will
Two to four years of corporate experience with strong knowledge/understanding of capital markets. Investment experience as a research associate, portfolio analyst, trader, risk manager or consulting analyst is preferred
Self-starter, able to demonstrate initiative, and well-developed time management skills
Able to work in a highly collaborative environment
University undergraduate degree or equivalent qualification / equivalent experience
Candidates who are studying or intending to study for the CFA is preferred

Associate Research Analyst Resume Examples & Samples

Build and maintain excel-based financial models, including income statements, balance sheets, cash flow statements, etc
Build and maintain numerous company valuation and performance spreadsheets
Manage databases and electronic data services (i.e. Bloomberg, FactSet, etc...)
Meet the special project demands of the senior analyst
Use all available resources to determine, locate, and convey relevant data
Build industry knowledge and contacts
Analyze information obtained from management teams in order to conceptualize and define operational issues
B.S. OR B.A. in Finance, Accounting or Economics, CFA preferred
2 years related experience preferred (finance or energy)
Must be able to prioritize and manage multiple tasks simultaneously
Advanced PC skills, including Excel, PowerPoint, Word
The ability to effectively communicate information and ideas in spoken and written form
FINRA Series 7, 86 and 87 (Note candidates who do not currently possess these credentials will be required to obtain them within 6 months of employment)

Associate Research Analyst Resume Examples & Samples

Understanding of drug approval process and ability to interpret clinical trial data
Strong PC skills and ability to rapidly navigate new databases (Excel, PowerPoint, FactSet, Bloomberg and IMS)
BA, BSc with concentration in Finance and/or MBA; MD or PhD degree a plus, but not required

Associate Research Analyst Resume Examples & Samples

Strong interest in consumer behavior
Strong MS Excel and Power Point skills
Must be analytical
Some business writing experience
Some exposure to statistical analysis

Associate Research Analyst Resume Examples & Samples

Research, document and analyze background information on JPMorgan’s prospective and existing clients through public record databases primarily in China, Taiwan, Hong Kong, or Malaysia and Indonesia; research includes: negative media, PEP & sanctions, court records and filings in English and Chinese/Bahasa
Properly identify and research appropriate parties and levels of research for each case including cost tracking associated with research
Compile research data into a standardized report and forward to review for accuracy of findings
Summarize and communicate derogatory information in written form
Chinese language (Simplified and Traditional) / Bahasa language (Indonesia and Melayu) reading and writing skills is mandatory
Must have at least one year work experience in professional work environment
Knowledge of Compliance, Anti-Money Laundering, KYC/Due Diligence and/or investigations preferred
Research, analytical and comprehension skills, with ability to analyze and summarize large amounts of data
Detailed, well organized, self-starter, capable of working under minimal supervision
Strong verbal and written communication skills for report summarizations and escalations
Prior project management experience helpful
Bachelor’s degree preferred; relevant course work in criminology, law or logic a plus

Associate Research Analyst Resume Examples & Samples

Produce intelligence reports and other related products. Products include, but are not limited to, online global databases, customized trip security reports, worldwide incident monitoring reports, special reports, daily security event summaries and more
Provide consistent and constant monitoring of world news and events and assure proper protocols are followed
Engage in special projects as required
Promote a customer-oriented business work ethic
Position provides primary support for the Intelligence division and company overall during the night time, weekend and holiday hours. Specific shift hours vary
Occasional travel (domestic / international) may be required but is uncommon
Bachelor's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security/Intelligence Issues or other related Humanities or Social Studies field, or High School Diploma/GED with 5+ years of experience providing Geopolitical Intelligence for a Business or Government entity
Exceptional Writing skills for a business environment (Writing test will be administered - in person interview is contingent upon completion and satisfactory results as determined by the hiring manager)
Proficiency with Microsoft Office Suite, particularly Microsoft Word, Excel and PowerPoint
Ability to work primary shift hours of evenings, overnights, weekends and holidays
Master's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security/Intelligence Issues, or other related field
Foreign Language skills
Previous International travel or residency outside the United States
Experience using social media to track global developments
Strong knowledge of and interest in current, International Affairs at a global or regional level

Associate Research Analyst Resume Examples & Samples

Position provides primary support for the Intelligence division and company overall during overnight, weekend and holiday hours. Specific shift hours vary; overnight shifts generally run from 6 pm to 6 am
Provide consistent and constant monitoring of world news and events and ensure that proper protocols are followed
Serve as the primary interface for company during off hours; promote a customer-oriented business work ethic
Ability to work primary shift hours of evenings, overnights, weekends and holidays (rotating schedule - mixture of different scheudles Monday - Friday from 6:00 pm - 6:00 am and on Saturday, Sunday, and Holidays 6:00 am - 6:00 pm 40 hours a week)

Associate Research Analyst Resume Examples & Samples

Undergraduate degree with accounting or business major
Proficiency in building financial models in Excel
Familiarity with Factset preferred
Prior equity research or FP&A experience preferred
CPA/CFA certifications preferred

Associate Research Analyst Resume Examples & Samples

Undergraduate degree with engineering or business major
Proficiency in building models in Excel
Prior experience in Cloud/Data Center, Healthcare, IoT, or Automotive technologies desirable
Prior equity research experience preferred

Associate Research Analyst Resume Examples & Samples

Fully-utilizing our data platforms, you will collect and input multiple data sets into the forecasting model on a quarterly life-cycle
Gathering and organizing essential data, you will be handle massive amounts of data in multiple spreadsheets at a time
Using your sharp eye and analytical skills, you will identify and input pertinent data into the model
Collaborating with your team, you will support clients in their applications of the forecast and on custom assignments
Writing topical articles and craft well-researched reports about market insights related to the energy forecast

Associate Research Analyst Resume Examples & Samples

Relevant experience in a public relations and/or related fields including research, advertising, management consulting, media and publishing
Bachelor’s degree in a relevant field
Skilled at translating data into client-relevant insights
Strong writing skills are a must, along with an understanding of the importance of storytelling and organization
Maintains close attention to detail and adherence to quality control process
Excellent listener with track record of delivering to expectations
Takes responsibility to get work done efficiently and effectively
Able to be flexible to meet client needs and timelines
Able to prioritize work and manage time to complete work on time and within project budget

Associate Research Analyst Resume Examples & Samples

Responsible for interpreting research data and insights to create a compelling story that meets project objectives and is near client-ready for review and input
Day-to-day interfacing with partners/teammates across geographies and with Edelman
Provide team support: attend meetings, build draft PowerPoint decks, analyze data, and edit research materials
Write, edit and proofread materials ensuring quality and consistency with appropriate writing styles
Manage projects working with staff and vendors, including tracking financial details
Partner with staff of all levels on projects, including interns
Participate in new business process including research, proposal and pitch preparation
Be a self-starter: work with team members to deliver a superior work product
The associate research analyst must have a bachelor’s degree and at least one year of relevant experience in research, public relations, advertising, management consulting, media and publishing
The associate research analyst should have a bachelor’s degree in a relevant field, and solid writing and editing skills
The ideal candidate is detail-oriented and a self-starter that is eager to work with team members to deliver a superior work product
The associate research analyst should demonstrate behaviors consistent with Edelman’s values (Quality, Integrity, Respect, Entrepreneurial Spirit, Mutual Benefits) and Code of Ethics and Business Conduct

Associate Research Analyst Resume Examples & Samples

Helps to analyze/execute new and potential product/services, markets, and advertising opportunities
Prepares & assists in the development of presentation materials/findings both internally and externally for the marketing focus/channel he or she supports
Executes against partner marketing plans to deliver results that exceed defined objectives

Associate Research Analyst Resume Examples & Samples

Position provides primary support for the Intelligence division and company overall during overnight, weekend and holiday hours. Specific shift hours vary; overnight shifts generally run from 5 pm to 5 am
Bachelor's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security / Intelligence Issues or other related Humanities or Social Studies field, or High School Diploma / GED with 5+ years of experience providing Geopolitical Intelligence for a Business or Government entity
Ability to work primary shift hours of evenings, overnights, weekends and holidays (rotating schedule - mixture of different schedules Monday - Friday from 5:00 pm - 5:00 am and on Saturday, Sunday, and Holidays 5:00 am - 5:00 pm 40 hours a week)
Master's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security / Intelligence Issues, or other related field

Associate Research Analyst Resume Examples & Samples

Knowledge of the languages of marketing, public affairs, branding, communications, and general business strategy
Has a strong understanding or interest in media analysis/measurement related to public relations, marketing and communications
Strong expertise in Microsoft Excel, Word, and PowerPoint – preferably with an eye towards presentation design
Ability to work independently, with strong work ethic and adherence to deadlines

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