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Investment Analyst Resume Example

Mid level • Finance & Accounting

Investment Analyst

Investment Analyst

Skills

Equity ResearchFinancial ModelingDCF ValuationBloomberg TerminalFactSetExcelInvestment AnalysisPortfolio ManagementDue DiligencePresentation Skills

Work Experience

Investment Analyst

Asset Management Corp

New York, NY

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Cover 25+ technology stocks representing $2B+ in AUMStock recommendations outperformed S&P 500 by 15%Build DCF and comparable company models for investment decisionsPresent investment theses to portfolio managers weekly

Research Associate

Investment Bank

New York, NY

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Supported senior analysts in equity research coveragePrepared financial models and research reportsMonitored industry trends and earnings releases

Education

Master of Business Administration in Finance

Columbia University

Bachelor of Science in Finance

NYU

Certifications

  • CFA Level III Candidate - CFA Institute (In Progress)

Resume Stats

Experience Levelmid
CategoryFinance & Accounting
Views74
Uses0

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