Associate for the Director of Equity Research• Assist in writing published research reports• Present new ideas at the Monday Morning Sales Meeting• Member of the Equity Recommended List team; a specialized Buy list consisting of the top picks for retail brokers• Participate in conference calls to management and investor relations teams for companies the ERL team has interest in• Assist analysts with the creation/updating of earnings models and various exhibits by use of key financial documents• Sending out several bulletins daily regarding key market information as well as company specific research• Create various automated financial data tables by use of the BloombergXL add-in for Microsoft Excel• Obtain financial documents; such as 10-Qs, 10-Ks, & earnings call transcripts using several resources for analysts• Built the templates for both the Equity Recommended List Monthly as well a corresponding presentation• Construct the Davenport Equity Research Monthly using Adobe InDesign on a monthly basis• Construct the Davenport Equity Recommended List Monthly Presentation using PowerPoint on a monthly basis• Responsible for creating/updating various spreadsheets with analyst estimates and current market data• Responsible for final editing and production of all research reports sent out internally as well as to outside vendors• Administrator of Jovus publishing application• Responsible for training new employees for all research aspects• Administrator for the research section of DavNet (Davenport & Co. intranet system)• Liaison to all other departments in the firm• Responsible for handling all outside entitlements to Davenport’s research• Responsible for making sure all disclosure information is up to date and compliant on all research related documents• Lead contact for all outside vendors: Bloomberg, Capital IQ, SNL, Thomson Reuters, Credit Suisse, Ipreo, S&P• Maintain a database for all analyst coverage, ratings and target prices.• Using SNL data