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.• Value corporate earnings and cash flows using relative and absolute multiples and DCF.

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.• Supervised a team of analysts, directly and indirectly, to optimize the funds’ performance.• Developed new employees into effective research analysts.• Forecasted corporate financial statements.• Valued companies using relative valuation methods and discounted cash flow (DCF).

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 and cash flow estimates (DCF).• 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