Analyst
CurrentI serve as primary analyst on 10 different companies by writing quarterly research digests, updating models and forecasts, meeting with company management, and staying up-to-date on key changes within the companies and industries.I perform preliminary research on potential additions to the model portfolio by attending investor conferences, meeting with company management, and financial analysis.I create detailed research reports on new companies for inclusion in Kopion's model portfolio.I contribute to other key functions of a Registered Investment Advisor, including participating in investment decision-making, handling portfolio management, trading, and communicating with clients.