Research Associate Resume Denver, Colorado - Hire IT People

TECHNICAL SKILLS:

Advanced experience with Microsoft Office suite, Bloomberg Professional, FactSet, and Thomson Baseline.
NASD Series 7, 63, 86 and 87 licensed

PROFESSIONAL EXPERIENCE:

Confidential, Denver, Colorado

Research Associate

Responsibilities:

Conducted fundamental and primary research on 20+ stocks in the Packaged Food, Leisure Products and Natural/Organic Food sectors, perspective stocks for coverage and relevant companies not under coverage through channel checks, analyzing company filings, monitoring company earnings calls, conducting interviews with management teams and utilizing industry data.
Constructed written research reports consisting of stock recommendations on companies under coverage as well as industry reports.
Communicated stock recommendations to our internal sales force and external institutional investor clients through both fielding inbound calls and making outbound calls.
Created and maintained forwarded - looking financial models on companies under coverage and prospective companies for coverage as well as various research databases, PowerPoint marketing presentations and ad hoc financial and statistical analyses.

Confidential, Denver, Colorado

Research Associate

Responsibilities:

Developed financial and economic models to assist in top-down sector allocation and bottom-up stock selection.
Created forward-looking proprietary financial models aided by analyzing company filings, monitoring company earnings calls, and utilizing industry data.
Interviewed company management and industry experts to learn company and industry dynamics, assess trends, and improve earnings forecasts.
Analyzed and recommended various equities for potential investment in the Agricultural, Pharmaceutical, and Biotechnology sectors focusing on, among other things, above average revenue growth, expanding profit margins, and earnings momentum in excess of current consensus estimates.

Confidential, Tucson, Arizona

Student Portfolio Manager

Responsibilities:

Actively managed over $800,000 in stocks and bonds.
Leader of portfolio committee with responsibility of establishing portfolio guidelines such as our macroeconomic view, asset allocation, sector allocation, style bias, etc.
Leader of a team of six students responsible for monitoring and analyzing holdings in two S&P 500 sectors.

Confidential, Tucson, Arizona

Intern

Responsibilities: