Independent Analyst Resume

SUMMARY

Implementing a meticulous trading process by applying technical and global macroeconomic analysis to generate alpha for private clients.
Studying global capital markets, global macroeconomics and national affairs.
Prepared for the June 2016 Level III CFA exam and passed.

TECHNICAL SKILLS

Consistently delivered world-class client service, utilizing in-depth product knowledge.
Effectively trained new employees.
Executed stock options for executives, directors and other PNC employees; placed trades (equities, ETF’s, fixed income, mutual funds, and options).

WORK EXPERIENCE

Confidential

Independent Analyst

Responsibilities:

Implementing a meticulous trading process by applying technical and global macroeconomic analysis to generate alpha for private clients.
Studying global capital markets, global macroeconomics and national affairs.
Prepared for the June 2016 Level III CFA exam and passed.

Confidential, Pittsburgh, PA

Consulting Group Analyst

Responsibilities:

Prepared in - depth quarterly investment performance reports and presentations for institutional clients with broadly diversified portfolios and for an institutional client with $1.2 billion in fixed income assets.
Produced comprehensive qualitative and quantitative analysis on investment managers.
Reviewed internal research and performed independent research to execute sound investment strategies and recommendations for portfolio inclusion.
Conducted global macroeconomic research and monitored global capital markets.
Synthesized client data to create customized asset allocation proposals and recommended portfolio changes.

Confidential, Pittsburgh, PA

Investment Services Partner

Responsibilities:

Consistently delivered world-class client service, utilizing in-depth product knowledge.
Effectively trained new employees.
Executed stock options for executives, directors and other PNC employees; placed trades (equities, ETF’s, fixed income, mutual funds, and options).

Confidential

Vested Interest Representative

Responsibilities:

Professionally assisted corporate-sponsored retirement plan participants.
Demonstrated and maintained a thorough, current knowledge of corporate retirement plan principles, IRS regulations and mutual funds.

Confidential

Financial Services/Sales Consultant