Brian Kersmanc Email & Phone Number

Miami-Fort Lauderdale Area

Miami/Fort Lauderdale Area

Miami/Fort Lauderdale Area

Greater New York City Area

Providing analytical support for the Jennison Small/Mid Cap Equity team. Responsibilities include attending conferences and management meetings, creating new and updating existing financial models and completing ad hoc research projects for senior analysts.Current Research Focus: Industrials, Homebuilders & Building Products, and Asset Managers.

Greater New York City Area

• Work in conjunction with product specialists, portfolio managers and sales team to create individually customized, data-intensive, presentations for clients and prospects
• Act as a point person within marketing for ad hoc research and portfolio analytics used in external meetings
• Produce volatility analysis studies and macroeconomic trend analysis to support messaging of portfolio strategies
• Developed marketing language, charting and materials for two newly developed equity… Show more
• Developed marketing language, charting and materials for two newly developed equity strategies
• Leverage financial software systems such as FactSet, Bloomberg, Morningstar and Jennison’s internal accounting systems to compile, calculate and verify all data used in client presentations

• Responsible for all logistical aspects of client accounts, which includes, but is not limited to:
• Reconciliation of equities, fixed income, futures, margin wires and cash equivalents.
• Coordinating with brokers and custodians to resolve failing trades
• Collaborating with Fixed Income and Equity Trading Desks by monitoring cash activity and ensuring the smooth execution of same day settlement trades to avoid account overdrafts (efforts recognized in 2010 year end….
• Collaborating with Fixed Income and Equity Trading Desks by monitoring cash activity and ensuring the smooth execution of same day settlement trades to avoid account overdrafts (efforts recognized in 2010 year end.
• Collaborating with Accounting Department to ensure proper client billing, by providing accurate net asset valuation of accounts

Newark/New Brunswick

• Serving as an Energy Sector Analyst for the Rutgers Endowment Fund, responsible for making equity recommendations based on financial modeling and fundamental bottom-up research.
• Developed a "Wall Street" style forecasting model for Prudential's CFO office, which is currently utilized to predict the effects of macroeconomic shocks and policy decisions on Prudential's profitability.

Current responsibilities include identifying discrepancies within accounts, researching to determine the source of the error, delegation to the appropriate parties to resolve the error and following up with the aforementioned parties to ensure accounts are in agreement.Drastically reduced monthly suspense totals by improving communication both internally.

Day to day operations included prospecting for and negotiating with senior management clients in Fortune 500 companies to sell multi-million dollar software solutions.Proficient in personal consultative selling techniques.Presentation of ROI and functionality of compliance and data consolidation technology solutions.

Assisted financial advising/analyst staff in daily tasks such as cost basis analysis, customer relations, database entry, and securities research.

Mba, Finance

•Current GPA 3.66 •Excelled in Fundamental Analysis, Accounting, Financial Management and Economics coursework

Economics

Activities and Societies: •4 year member of UConn Football program under Head Coach Randy Edsall •Economics GPA 3.75 •Scholastic honors.

Education record