- Write a daily blog covering major financial news reports, themes, trends, expectations and company earnings announcements for clients and staff- Deep utilization of excel to monitor aggregate portfolio exposures, risks, and needs, and provide quick book of business insight on an either account of position level - Collaborate with Senior Analysts and Chief Investment Officer to research and write quarterly economic, market, and political update newsletters- Work extensively with Bloomberg to research and create company price targets, analyze market fundamentals, and build dynamic spreadsheets- Create presentations for firm proprietary products and speaking engagements, and provide research notes and insight for televised appearances by CIO on CNBC, Fox Business, Reuters and Bloomberg covering a wide array of topics.

- Created financial models for Technology, Materials, and Financial Institution Group sector companies with a focus on Regional and Super-Regional banks, modeling expected portfolios and examining potential M&A opportunities- Conducted extensive research on companies in the semiconductor sector, with emphasis on the primary Flash Memory producers, Wafer Fabrication Equipment manufacturers/suppliers, and Networking/Controller solution providers- Created and presented valuations and investment theses for recommended securities- Researched and developed sector-specific reports, primarily in the Banking, Real Estate, Technology, and Materials sectors

- Valued businesses for Private Equity clients on EBITDA/Revenue multiples and comparative, completed deal metrics- Researched and estimated revenues for companies across the insurance and financial services spaces- Deal sourced privately held businesses for Private Equity clients in terms of fit, scalability, and product lines- Spoke to company owners as to their product mix, growth rates, margins, and ability to integrate with the platform- Conducted market research for expected sector growth rates and industry trends on both a Macro and Micro level

- Performed in depth analysis of Mutual Funds, ETF’s, SMA’s and stocks over a variety of different asset classes such as International & Domestic Fixed Income, MLPs, REITS, Small/Mid/Large-Cap Equity, International Equity, Emerging Markets, and Commodities- Created detailed spreadsheets for performance reporting, account insight, and rebalancing needs- Screened funds for outperforming managers with strategies most suited to the portfolio objectives- Developed, printed and bound reports for institutional client meetings- Utilized both Quantitative and Qualitative methodologies for investment research, including statistics based risk management

- Entered credit receipts and generated reports- Created and maintained spreadsheets- Interacted with global region offices- Generated budget estimates and comparisons