Catherine Wolfe Email & Phone Number

Greater New York City Area

• Senior analyst on a six-person team managing $3b in mid-cap and large-cap growth assets including Allianz AGIC Growth Fund and Allianz AGIC Target Fund.
• Recommend purchase and sale of specific stocks and maintain general strategy outlook within the consumer discretionary and staples sectors.
• Analyze relevant companies through detailed fundamental analysis, evaluation of industry trends and general economic outlook and discussions with key management and the investment community.
• Interact with company management, and competitors, in order to remain current on portfolio holdings and industry.
• Monitor and analyze news and price action on current holdings throughout the day and recommend course of action.

Greater New York City Area

Analyst on a three-person team managing $1b in mid-cap growth assets including the Jennison US Emerging Growth Fund. Generated investment recommendation of specific stocks within the consumer, internet, energy, and telecom sectors, analyzed companies through bottoms-up fundamental research, performed universe screening to mine for companies with above.

Greater New York City Area

Research associate reporting directly to CEO. Covered economic and market analysis, hosted meetings with top Wall Street strategists and economists, composed research notes that were distributed to over 200 clients, presented quarterly outlook to 70 members of Prudential Financial's salesforce.

Greater New York City Area

Senior marketing associate reporting to Head of Marketing. Managed five associates in delivering requests for four products totaling $60 billion in assets under management, researched and wrote RFPs, primary liaison to top 50 consultants in the investment management industry for product data.

Mba, Finance And Economics

Ba, Mathematics