Sam Blumenfeld Email & Phone Number

• Returned to Weiss Ratings full-time post-graduation after completing an internship as a summer analyst in 2017
• Provide research and analysis for portfolios using a Bloomberg terminal, company financial statements, technical analysis, and macroeconomic data
• Analyze and evaluate the performance and movement of the crypto market in a weekly report

New York, NY

• Compiled equity research reports by synthesizing financial statements, Bloomberg data, and current/future macroeconomic outlook
• Compiled a mock-portfolio for a competition with an emphasis on maximizing short term risk-adjusted returns
• Through an investor conference hosted by RBC Wealth Management, learned about various investment philosophies from premier hedge funds, private equity firms, direct lenders, investment banks, and opportunity zone.
• Supported clients’… Show more
• Supported clients’ portfolio allocation utilizing Bloomberg analyst reports, ETF fact sheets, and Morningstar reports Show less

West Palm Beach, Florida Area

• Conducted equity research for asset management firm in biotech, healthcare, and immuno- and gene therapy sectors
• Compiled data and presented recommendations to advisors for use in client presentations through analysis of key financial metrics, utilizing income statements, and balance sheets of potential investments
• Synthesized research on ESG (environmental, social and governance) profiles to expand investment criteria
• Organized and categorized leads of potential clients by… Show more
• Organized and categorized leads of potential clients by building a creative, searchable Excel database
• Collaborated with advisors to create customized fact sheets and client dashboards Show less

Palm Beach Gardens, FL

• Performed research & analysis across asset classes for two areas: Weiss Newsletters and Weiss Ratings
• Collaborated with peers and senior leadership on improving client tools to unearth opportunities in capital markets
• Researched current & historical data on companies in mining, financial, and consumer staples sectors using Bloomberg market data and internet research; compiled analysis into engaging newsletters
• Created Excel spreadsheets analyzing the performance of portfolio… Show more
• Created Excel spreadsheets analyzing the performance of portfolio recommendations and client holdings
• Followed small banks and insurance companies for Weiss Ratings division to evaluate and report on their safety and liquidity Show less