Alex Weaver Email & Phone Number

Greater Pittsburgh Region

Greater Pittsburgh Region

Greater Pittsburgh Region

Greater Pittsburgh Area

Greater Pittsburgh Area

Abstract and interpret commercial lease agreements and enter new lease agreements or lease amendments. Analyze rent variances and payment processing, and assist with billing corrections/collections as needed. Interact with leaseholders and landlords regarding lease agreements. Research and resolve any discrepancies between lease agreements and payments. Reconcile lease accounts and complete financial analysis tasks associated with leases.

Rochester, Ny

Completed two equity research projects for the Capex group, each involving significant due diligence in the form of industry and company analysis, firm strategy fit analysis, financial valuation modeling, and presentation. Presented an equity research project for the Emerging Markets group, consisting of a buy recommendation with company fundamental analysis and strategy fit work. Completed a substantial data aggregation project involving the technology industry for the Tech group. Attended… Show more Completed two equity research projects for the Capex group, each involving significant due diligence in the form of industry and company analysis, firm strategy fit analysis, financial valuation modeling, and presentation. Presented an equity research project for the Emerging Markets group, consisting of a buy recommendation with company fundamental analysis and strategy fit work. Completed a substantial data aggregation project involving the technology industry for the Tech group. Attended a two-week research boot camp learning firm research strategies, structure, and processes. Posted daily corporate action and custodian transaction files to client accounts. Reconciled client accounts on a monthly basis, through both automated (Electra) and manual processes. Performed asset checks on a quarterly basis and worked with custodians to resolve discrepancies. Executed proxy voting for the firm using ProxyEdge in conjunction with the corporate actions department. Trained and assisted all new hires on the reconciling/performance processes and/or other duties. Show less

Ithaca, New York Area

Managed part of a portfolio of over $200,000 through equity research and portfolio analytics. Worked with one other teammate to analyze stocks in the financial sector and prepare buy/sell recommendations. Constructed comparables analyses and discounted cash flow models to support investment decisions. Reviewed buy/sell presentations and voted on portfolio and allocation decisions.

Ithaca, New York Area

Analyzed part of a fund of approximately $35,000 donated by Ithaca College Alumni. Examined stocks in industry groups including, basic materials, consumer, and healthcare. Evaluated companies using Bloomberg terminals and Thomson One to make recommendations. Reviewed buy/sell presentations and voted on portfolio decisions. Promoted to senior analyst of the financial group and received more responsibility in the club. Led 10 financial sector teammates to develop buy/sell presentations… Show more Analyzed part of a fund of approximately $35,000 donated by Ithaca College Alumni. Examined stocks in industry groups including, basic materials, consumer, and healthcare. Evaluated companies using Bloomberg terminals and Thomson One to make recommendations. Reviewed buy/sell presentations and voted on portfolio decisions. Promoted to senior analyst of the financial group and received more responsibility in the club. Led 10 financial sector teammates to develop buy/sell presentations to the club’s general body Show less

Rochester, New York Area

I was hired as a front end cashier and promoted to the general merchandise department in June of 2009.

Ithaca, New York Area

When I started college I transferred to the Ithaca, NY store and continued working part-time, helping put myself through school.

Rochester, Ny

Reconciled client accounts by comparing company records and custodian statements. Performed asset checks on securities held within client accounts against bank records. Assisted in preparing quarter-end performance reviews to be mailed to clients. Conducted an equity research project and presented the company analysis to a research group. Analyzed a case study for the Family Wealth Management Department by building a cash flow chart and making recommendations about a family’s monetary… Show more Reconciled client accounts by comparing company records and custodian statements. Performed asset checks on securities held within client accounts against bank records. Assisted in preparing quarter-end performance reviews to be mailed to clients. Conducted an equity research project and presented the company analysis to a research group. Analyzed a case study for the Family Wealth Management Department by building a cash flow chart and making recommendations about a family’s monetary situation to meet financial goals. Show less