Jean Morris Rosenbaum, Cfa Email & Phone Number

West Hartford, CT, US

• Construct and manage small, mid and large cap domestic equity portfolios for wealth management clients in a collaborative environment.
• Determine investment strategy for the portfolios.
• Allocate portfolio assets across sectors based on proprietary research.
• Generate and implement investment ideas in the portfolios using quantitative and fundamental research.
• Forecast corporate income statements and balance sheets.
• Monitor and manage portfolio risk and performance.

New York, NY, US

• Senior Portfolio Manager & Senior Research AnalystConstructed and managed multi-billion dollar small/mid cap and international investment portfolios in collaborative team environment.
• Team assets grew to over $15b from $1b over 10 years.
• Funds consistently ranked in top quartile of peers by Lipper.
• U.S. Fund recognized as a Lipper Leader in 2008 for three-year performance and in 2009 for three-year and five-year performance.
• Science & Technology Fund recognized in 2009 as a Lipper Leader for five-year performance.
• Coordinated work of senior managers to ensure consistency across funds.

Pittsburgh, Pennsylvania, US

• Provided investment insight to fellow portfolio managers on company and industry topics in health care through written and verbal communication. Forecasted financial statements and valued companies based on earnings.
• Presented research conclusions to the organization.
• Prepared formal and informal research reports for internal and external distribution.
• Forecasted corporate financial statements.
• Valued companies using relative valuation methods and discounted cash flow (DCF).

• Analyzed financial statements of borrowers, primarily small to medium sized businesses. Prepared reports on borrowers for lenders to use in various review committees.
• Most productive analyst in the group.
• Provided relevant insights into the health of the borrower.
• Presented findings to loan committee.

Mba, Finance

Bachelor'S Degree, History And Economics