Aron Corin, Cfa, Cpa Email & Phone Number

Boston, MA, US

Boston, Massachusetts, US

• Produced stock commentary and financial models, and performed valuation analysis on companies across sectors based on disciplined top-down and bottom-up investment approach to generate alpha versus benchmark.
• Delivered key actionable stock and portfolio recommendations for portfolio of $3B AUM, engaging in healthy discourse while collaborating with colleagues during biweekly investment meetings.
• Optimized and streamlined workflows across asset classes and sectors to enhance research processes, utilizing investment applications such as Bloomberg and FactSet, working with other investment team members.
• Provided investment perspective incorporating market and macro trends, as well as stock and portfolio management positioning during client meetings with relationship managers.

San Francisco, California, US

• Developed investment research notes from company earnings, events, and industry calls, including healthcare knowledge and expertise to highlight key takeaways, market positioning, and company differentiation versus.
• Updated financial models with company-specific insights, metrics, and analysis, and conducted valuation analysis utilizing advanced computer skills to communicate important quantitative and qualitative trends to.
• Generated comprehensive initiation reports leveraging proprietary market and industry research, reviewing company filings, and performing data analysis and company due diligence for new stock launches.
• Engaged and established relationships with company management teams and key opinion leaders to ascertain key recent developments, as well as with investors by answering their inquiries through meetings and.

Dallas, Texas, US

• Established pro forma business plans synthesizing input from hospital leadership and utilizing healthcare industry benchmark data and model assumptions to forecast financial performance for new practice integration.
• Formulated variance commentary using key operational metrics to analyze and quantify financial impact of hospital‑based specialties that were presented for meetings with upper-level management.
• Furnished budget financial projections for hospital‑based specialties to align with operational and market expectations.

Toronto, ON, CA

• Analyzed valuation and portfolio components of investment company’s portfolio, leveraging applications such as Bloomberg to evaluate financial performance.
• Created investment pricing workpapers over company’s financial instruments analyzing output from third party sources.

Detroit, MI, US

• Created loan productivity reports to compare underwriter’s production on refinance team to better assess team performance.
• Evaluated mortgage electronic registration documents to streamline processing as part of initial loan application process.

North Dartmouth, Massachusetts, US

• Updated Aprima® Medical Software PE Designer which allowed clinicians to more efficiently address skin diagnoses during appointment with patient.
• Educated patients regarding how to use Aprima® Medical Software Portal, which helped fulfill new government healthcare requirement Meaningful Use.

Chapel Hill, North Carolina, US

• Utilized Moody’s to analyze investment characteristics of industries that were impacted during the Great Depression.

Ann Arbor, MI, US

• Performed oncology research and assisted fellow lab members in tending to cell mediums and mouse tumor cultures.

Masters Of Accounting, Accounting

Bachelor'S Degree, Major: Economics, Minor: Biology

Education record

Education record