Senior Equity Analyst
Current• Initiated Coverage on more than 20% of companies and analyzed, assigned, and formatted in a one-page document for Value Line Subscribers• Built financial models in Excel, producing near-term earnings estimates and long-term projections for over 110 companies• Have covered companies in several industries: Oil/Gas Distribution, Natural Gas Utility, Furniture, Pharmaceuticals, REITS, Publishing, Airline, Environmental, Telecommunications, E-Commerce and Public/Private Equity • Produced stock market commentary highlighting The Dow Jones Industrial Average, bonds, commodities, The VIX Volatility Index, daily trading, and notable events • Wrote quarterly industry-wide reports detailing investment trends and recent quarterly results in oil/gas distribution and public/private equity industries • Explained investment trends in “The Value Line Investment Survey” articles, introducing customers to investment strategies, options, and new coverages • Collaborated cross-functionally to create an online video highlighting Kinder Morgan Inc., the largest U.S. pipeline company, to customers• Improved peer-review process to allow for online access, reducing interoffice printing costs by 20% • Mentored and trained three new analysts on company publishing systems• Fielded and responded to questions from clients seeking additional information• Directed production staff on facilitating research distribution