Financial Analyst Career Research and Resources
Societe Generale
1. Independently designed and automated a 9x9 scenario analysis model for 2 portfolios, using Black-Scholes Model and F Sharp to monitor daily risk exposure; raised concern to Risk Officer on a 50 million potential loss in scenario analysis due to the aggressive trading strategy 2. Improved efficiency in setting trading limits by developing a simulation model that generated 10, 000 portfolios across 27 future contracts to ...
Avg. Salary: $57,500 · Company Rank: Not Available
Optionmonster
1. Analyzed 15 equity reports for companies in various industries daily; published key findings on OptionMonster website 2. Conducted peer analysis research on customer services and education platform; presented recommendation and implementation plan to CEO and received approval
Avg. Salary: $57,500 · Company Rank: Not Available
Beech Street Advisors
-Create marketing and distribution plans for startups including team lift outs, new funds and established funds. -Advise managers on presentation materials, coach them on live presentation and client update strategies. -Advise family offices on hedge fund allocations specific to their needs.
Avg. Salary: $0 · Company Rank: Not Available
FOCUS ASSET MANAGEMENT, LLC
I was responsible for the research and due diligence process across the firm. I was responsible primarily for monitoring of the firm’s active managers and performing due diligence on prospective new managers. Strategies covered include Event Driven, Long/Short, Equity Market Neutral, Convertible Arbitrage, Merger Arbitrage, Capital Structure and Credit Arbitrage, Distressed & High-Yield, Macro Global and CTA, globally. ...
Avg. Salary: $0 · Company Rank: Not Available
CIBC Oppenheimer & Co.
- Provided marketing and research support to one of the firm’s top salespeople of p private partnership and offshore hedge fund products. -Performed quantitative and qualitative analysis of firm’s internal products and comparisons with external products. -Secondary role as sales assistant on retail accounts.
Avg. Salary: $0 · Company Rank: Not Available
AIS Capital Management
Equity research and analysis Some client interaction
Avg. Salary: $250,000,000 · Company Rank: Not Available
Gabelli Asset Management
Equity research, portfolio management, convertible securities analysis and portfolio management, client interaction, quarterly and year-end letter writing
Avg. Salary: $250,000,000 · Company Rank: Not Available
William D. Witter, Inc.
Equity research and analysis, portfolio management
Avg. Salary: $250,000,000 · Company Rank: Not Available
Weiss, Peck & Greer Investments
Generalist research analyst and portfolio manager, part of team managing mutual fund and institutional assets
Avg. Salary: $250,000,000 · Company Rank: Not Available
Advent Capital Management
Research and analysis of companies issuing converts, idea generation, quarterly letters and consultants' questionnaires, design and implementation of initial trading system
Avg. Salary: $250,000,000 · Company Rank: Not Available
