Eric Bernard Email & Phone Number

I provide detailed analysis and forecast modeling for alternative asset investment opportunities for solicitation to potential fund investors including large investment firms, Foundations & Endowments, family offices and high net worth individuals.Responsibilities include market research, advanced cash-flow analysis, short and long-term investment.

Wayzata, MN

- As an Investment Analyst, I provide detailed analysis and forecast modeling for alternative asset investment opportunities for solicitation to potential fund investors including large investment firms, Foundations & Endowments, family offices and high net worth individuals.- Responsibilities include market research, advanced cash-flow analysis, short and.

Responsibilities include developing investment prerogatives, research ideas and firm-based strategies to efficiently allocate capital relative to passive income and tax-specific considerations.Analyze current investment portfolio status and develop recommendations commiserate with King Capital’s goals and objectives.

Responsible for the day-to-day management of $100 million in assets. Duties include equity and fixed income research, portfolio analysis and reporting, trade execution and asset allocation.The position requires an astute knowledge of equity and fixed income markets, ability to successfully analyze potential investments utilizing a “bottom-up” and.

Responsible for the proactive management of a staff of 12 professionals and $600 million in client assets.Initiated, developed and executed a plan for WEG to secure their Registered Investment Advisory. Responsible for the daily, proactive management of over $200 million in discretionary assets.Served as Chairman of the Investment Committee, a committee.

Responsible for developing comprehensive financial plans for clients based upon their current situation, rational future expectations and the clients’ financial goals.Responsible for product research and recommendations for all investment products such as stocks, mutual funds, variable annuities, REITs, life insurance, etc.Developed portfolios utilizing.

Responsible for the creation, coordination, execution and analysis of a comprehensive three county labor demand survey. The results of the survey were used by the area’s Work Force centers to develop apprenticeship and training programs for unemployed workers to learn skills that would adapt them to the expected future job openings.Co-coordinated a.

Assisted professors with numerous projects from grading papers to extensive research in cutting-edge projects.Designed lesson plans, tutored and taught undergraduate students in Economics at St. Cloud State University.The position provided invaluable experience in project management, organizational skills and communicating with students.

Master’S Of Science, Applied Economics

Program provided vast analytical experience in research and problem solving. Moreover, I received extensive knowledge in an assortment of.

Education record

Bachelor’S Of Arts, Economics