I covered many industries as part of a fundamental equity growth strategy team. I eventually took over responsibility for the Energy & Materials sectors, later adding Industrials & Transports.

Global Auto & Truck AnalystExpanded analysis of global industry trends

Research analyst covering the Healthcare sector. Covered securities included Medtronic, Stryker, MedcoHealth Solutions, and Thermo Fisher.

- Formed hedge fund OLS regression models to predict hedge fund performance.-Drafted an Investment Policy Statement (IPS) for the college's 403(b) retirement plan for faculty and staff.- Helped to create the quarterly reporting booklet.

• Identified potential new investment opportunities and conducted extensive research and analysis to compose 15-20 page reports on numerous equities, trusts, ETF’s, and industries• Presented reports to managers in research meetings and provided initial recommendations, some of which were utilized in client investment portfolios• Authored an article published in the Minneapolis Star Tribune on investments in US markets by sovereign wealth funds• Performed a comprehensive review of the firm’s securities allocation across sectors to reposition portfolio styles in accordance with investment goals