Associate Research Analyst Resume Samples

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MF
M Fritsch
Moriah
Fritsch
614 Theo Valleys
San Francisco
CA
+1 (555) 311 0940
614 Theo Valleys
San Francisco
CA
Phone
p +1 (555) 311 0940
Experience Experience
Phoenix, AZ
Associate Research Analyst
Phoenix, AZ
West, Armstrong and Sauer
Phoenix, AZ
Associate Research Analyst
  • Meet the special project demands of the senior analyst
  • Build industry knowledge and contacts
  • Analyze information obtained from management teams in order to conceptualize and define operational issues
  • This research position is primarily responsible for providing foreign language, financial modeling and organizational support to the senior research analyst
  • Candidate will build and maintain Excel-based financial models, including income statement, balance sheet, cash flow statement, and discounted cash flow analysis
  • Candidate will be responsible for building and updating comp sheets and managing the databases and electronic data services (i.e. Bloomberg, FactSet, among others) necessary to analyze the sector
  • Candidate will occasionally travel between the United States and China and will have interaction with company management teams and investors
Boston, MA
Associate Research Analyst
Boston, MA
Rippin Inc
Boston, MA
Associate Research Analyst
  • Monitor and evaluate company news and related events
  • Responsible for maintaining deep and rich buy lists of candidate managers for Russell portfolio managers and consulting clients
  • Serve as the primary interface for company during off hours; promote a customer-oriented business work ethic
  • Supporting the hedge fund research program for Russell’s hedge fund team. The associate will
  • Build and maintain excel-based financial models, including income statements, balance sheets, cash flow statements, etc
  • Build and maintain numerous company valuation and performance spreadsheets
  • Manage databases and electronic data services (i.e. Bloomberg, FactSet, etc...)
present
Philadelphia, PA
Associate Research Analyst Latin Equity Team
Philadelphia, PA
Halvorson-Pollich
present
Philadelphia, PA
Associate Research Analyst Latin Equity Team
present
  • Make stock specific recommendations that outperform the Latin American market over time
  • Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
  • Build and update financial and valuation models
  • Synthesize and assess financial, industry data
  • Conduct primary research through industry sources
  • Draft reports/notes on relevant investment themes, events, and breaking news
  • Attend industry conferences
Education Education
Bachelor’s Degree in Confidentiality
Bachelor’s Degree in Confidentiality
Central Michigan University
Bachelor’s Degree in Confidentiality
Skills Skills
  • Basic accounting acumen: Pharmaceutical sector is active in M&A. The ability to perform consolidation analysis is
  • Integrity and Trust: Credible and confident with the ability to persuade and execute. Honest and accountable for follow through and accuracy
  • Communication: Strong ability to communicate and facilitate decisions and execution both verbally and in writing
  • Strong PC skills and ability to rapidly navigate new databases (Excel, PowerPoint, FactSet, Bloomberg and IMS)
  • Solid understanding of economic and accounting principles and practices, and some knowledge of the financial markets
  • Able to work in a highly collaborative environment
  • Strong knowledge of and interest in current, International Affairs at a global or regional level
  • Industry knowledge in transportation (trucking and railroads) and or logistics desired but not essential
  • Understanding of drug approval process and ability to interpret clinical trial data
  • Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters
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15 Associate Research Analyst resume templates

1

Associate Research Analyst Resume Examples & Samples

  • B.S. or B.A. in related field
  • MBA in Finance a plus, CFA designation or current enrollment a plus
  • 1 to 3 years of industry experience
2

Associate Research Analyst Resume Examples & Samples

  • Comprehensive financial modeling and valuation skills: Responsible for building and maintaining comprehensive models that includes full financial statements, market models and valuations. Attention to detail is critical
  • Basic accounting acumen: Pharmaceutical sector is active in M&A. The ability to perform consolidation analysis is a plus
  • Strong writing and analytical skills: Responsible for generating initiation reports, create marketing presentations, and writing research notes with analysis under heavy time constraints
  • Strong communications skills: Interact with internal sales/trading and external clients, over time. Attend management meetings, company sponsored investor/analyst days and medical meetings, requiring a self-assured and confident personality as well as a highly inquiring mind. Professionalism is critical
  • Passion for the stock market and the equity research function: Ability to form investment ideas and formulate opinions on companies and stocks
  • Strong initiative and work ethic, ability to work independently, capable of managing multiple simultaneous projects and prioritizing responsibilities, and ability to think creatively
  • Monitor and evaluate company news and related events
  • Strong PC skills and ability to rapidly navigate new databases (Power Point, Excel, FactSet/Bloomberg and IMS)
  • BA, BSc with concentration in Finance and/or MBA; MD degree not required but helpful
3

Associate Research Analyst Latin Equity Team Resume Examples & Samples

  • Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
  • Make stock specific recommendations that outperform the Latin American market over time
  • Build and update financial and valuation models
  • Synthesize and assess financial, industry data
  • Conduct primary research through industry sources
  • Draft reports/notes on relevant investment themes, events, and breaking news
  • Attend industry conferences
  • Communicate with investment professionals throughout the Firm
  • Bachelor’s degree required. Finance major a plus
  • Fluency in Spanish (preferred) and/or Portuguese required
  • Commitment to pursue the CFA
  • Enthusiastic, proactive, self-starter who is highly self-motivated and committed to adding value and delivering superior results to the team and the organization
  • Capacity to thrive in a dynamic, constantly changing global market environment
  • Proficiency with Microsoft Excel and some modeling experience
  • Excellent oral and written communication skills are required
4

Associate Research Analyst Resume Examples & Samples

  • Industry knowledge in transportation (trucking and railroads) and or logistics desired but not essential
  • Minimum 2 years of modeling experience
  • Ability to write well and communicate verbally are essential
  • Some travel required
5

Associate Research Analyst Resume Examples & Samples

  • Investment experience as a portfolio analyst, trader, research associate, research analyst, or consulting analyst
  • Manager research experience
  • Relevant industry experience      
  • Self-starter and able to demonstrate initiative
  • Demonstrated ability to understand and use financial theory and tools
  • Interpersonal Skills: Strong skills in collaborating with other to get results.. High interpersonal, networking, and communication skills
  • University Masters / postgraduate degree or equivalent qualification / equivalent experience – preferred
6

Associate Research Analyst Resume Examples & Samples

  • Oil & Gas experience a plus
  • Must be able to prioritize, manage multiple tasks simultaneously
  • Intermediate to advanced PC skills, including Work, Excel, PowerPoint, etc
  • The ability to communicate information and ideas in spoken and written form efficiently
  • Solid understanding of economic and accounting principles and practices, and some knowledge of the financial markets
7

Associate Research Analyst Resume Examples & Samples

  • Supporting the hedge fund research program for Russell’s hedge fund team. The associate will
  • Two to four years of corporate experience with strong knowledge/understanding of capital markets. Investment experience as a research associate, portfolio analyst, trader, risk manager or consulting analyst is preferred
  • Self-starter, able to demonstrate initiative, and well-developed time management skills
  • Able to work in a highly collaborative environment
  • University undergraduate degree or equivalent qualification / equivalent experience
  • Candidates who are studying or intending to study for the CFA is preferred
8

Associate Research Analyst Resume Examples & Samples

  • Build and maintain excel-based financial models, including income statements, balance sheets, cash flow statements, etc
  • Build and maintain numerous company valuation and performance spreadsheets
  • Manage databases and electronic data services (i.e. Bloomberg, FactSet, etc...)
  • Meet the special project demands of the senior analyst
  • Use all available resources to determine, locate, and convey relevant data
  • Build industry knowledge and contacts
  • Analyze information obtained from management teams in order to conceptualize and define operational issues
  • B.S. OR B.A. in Finance, Accounting or Economics, CFA preferred
  • 2 years related experience preferred (finance or energy)
  • Must be able to prioritize and manage multiple tasks simultaneously
  • Advanced PC skills, including Excel, PowerPoint, Word
  • The ability to effectively communicate information and ideas in spoken and written form
  • FINRA Series 7, 86 and 87 (Note candidates who do not currently possess these credentials will be required to obtain them within 6 months of employment)
9

Associate Research Analyst Resume Examples & Samples

  • Understanding of drug approval process and ability to interpret clinical trial data
  • Strong PC skills and ability to rapidly navigate new databases (Excel, PowerPoint, FactSet, Bloomberg and IMS)
  • BA, BSc with concentration in Finance and/or MBA; MD or PhD degree a plus, but not required
10

Associate Research Analyst Resume Examples & Samples

  • Strong interest in consumer behavior
  • Strong MS Excel and Power Point skills
  • Must be analytical
  • Some business writing experience
  • Some exposure to statistical analysis
11

Associate Research Analyst Resume Examples & Samples

  • Research, document and analyze background information on JPMorgan’s prospective and existing clients through public record databases primarily in China, Taiwan, Hong Kong, or Malaysia and Indonesia; research includes: negative media, PEP & sanctions, court records and filings in English and Chinese/Bahasa
  • Properly identify and research appropriate parties and levels of research for each case including cost tracking associated with research
  • Compile research data into a standardized report and forward to review for accuracy of findings
  • Summarize and communicate derogatory information in written form
  • Chinese language (Simplified and Traditional) / Bahasa language (Indonesia and Melayu) reading and writing skills is mandatory
  • Must have at least one year work experience in professional work environment
  • Knowledge of Compliance, Anti-Money Laundering, KYC/Due Diligence and/or investigations preferred
  • Research, analytical and comprehension skills, with ability to analyze and summarize large amounts of data
  • Detailed, well organized, self-starter, capable of working under minimal supervision
  • Strong verbal and written communication skills for report summarizations and escalations
  • Prior project management experience helpful
  • Bachelor’s degree preferred; relevant course work in criminology, law or logic a plus
12

Associate Research Analyst Resume Examples & Samples

  • Produce intelligence reports and other related products. Products include, but are not limited to, online global databases, customized trip security reports, worldwide incident monitoring reports, special reports, daily security event summaries and more
  • Provide consistent and constant monitoring of world news and events and assure proper protocols are followed
  • Engage in special projects as required
  • Promote a customer-oriented business work ethic
  • Position provides primary support for the Intelligence division and company overall during the night time, weekend and holiday hours. Specific shift hours vary
  • Occasional travel (domestic / international) may be required but is uncommon
  • Bachelor's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security/Intelligence Issues or other related Humanities or Social Studies field, or High School Diploma/GED with 5+ years of experience providing Geopolitical Intelligence for a Business or Government entity
  • Exceptional Writing skills for a business environment (Writing test will be administered - in person interview is contingent upon completion and satisfactory results as determined by the hiring manager)
  • Proficiency with Microsoft Office Suite, particularly Microsoft Word, Excel and PowerPoint
  • Ability to work primary shift hours of evenings, overnights, weekends and holidays
  • Master's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security/Intelligence Issues, or other related field
  • Foreign Language skills
  • Previous International travel or residency outside the United States
  • Experience using social media to track global developments
  • Strong knowledge of and interest in current, International Affairs at a global or regional level
13

Associate Research Analyst Resume Examples & Samples

  • Position provides primary support for the Intelligence division and company overall during overnight, weekend and holiday hours. Specific shift hours vary; overnight shifts generally run from 6 pm to 6 am
  • Provide consistent and constant monitoring of world news and events and ensure that proper protocols are followed
  • Serve as the primary interface for company during off hours; promote a customer-oriented business work ethic
  • Ability to work primary shift hours of evenings, overnights, weekends and holidays (rotating schedule - mixture of different scheudles Monday - Friday from 6:00 pm - 6:00 am and on Saturday, Sunday, and Holidays 6:00 am - 6:00 pm 40 hours a week)
14

Associate Research Analyst Resume Examples & Samples

  • Undergraduate degree with accounting or business major
  • Proficiency in building financial models in Excel
  • Familiarity with Factset preferred
  • Prior equity research or FP&A experience preferred
  • CPA/CFA certifications preferred
15

Associate Research Analyst Resume Examples & Samples

  • Undergraduate degree with engineering or business major
  • Proficiency in building models in Excel
  • Prior experience in Cloud/Data Center, Healthcare, IoT, or Automotive technologies desirable
  • Prior equity research experience preferred
16

Associate Research Analyst Resume Examples & Samples

  • Fully-utilizing our data platforms, you will collect and input multiple data sets into the forecasting model on a quarterly life-cycle
  • Gathering and organizing essential data, you will be handle massive amounts of data in multiple spreadsheets at a time
  • Using your sharp eye and analytical skills, you will identify and input pertinent data into the model
  • Collaborating with your team, you will support clients in their applications of the forecast and on custom assignments
  • Writing topical articles and craft well-researched reports about market insights related to the energy forecast
17

Associate Research Analyst Resume Examples & Samples

  • Relevant experience in a public relations and/or related fields including research, advertising, management consulting, media and publishing
  • Bachelor’s degree in a relevant field
  • Skilled at translating data into client-relevant insights
  • Strong writing skills are a must, along with an understanding of the importance of storytelling and organization
  • Maintains close attention to detail and adherence to quality control process
  • Excellent listener with track record of delivering to expectations
  • Takes responsibility to get work done efficiently and effectively
  • Able to be flexible to meet client needs and timelines
  • Able to prioritize work and manage time to complete work on time and within project budget
18

Associate Research Analyst Resume Examples & Samples

  • Responsible for interpreting research data and insights to create a compelling story that meets project objectives and is near client-ready for review and input
  • Day-to-day interfacing with partners/teammates across geographies and with Edelman
  • Provide team support: attend meetings, build draft PowerPoint decks, analyze data, and edit research materials
  • Write, edit and proofread materials ensuring quality and consistency with appropriate writing styles
  • Manage projects working with staff and vendors, including tracking financial details
  • Partner with staff of all levels on projects, including interns
  • Participate in new business process including research, proposal and pitch preparation
  • Be a self-starter: work with team members to deliver a superior work product
  • The associate research analyst must have a bachelor’s degree and at least one year of relevant experience in research, public relations, advertising, management consulting, media and publishing
  • The associate research analyst should have a bachelor’s degree in a relevant field, and solid writing and editing skills
  • The ideal candidate is detail-oriented and a self-starter that is eager to work with team members to deliver a superior work product
  • The associate research analyst should demonstrate behaviors consistent with Edelman’s values (Quality, Integrity, Respect, Entrepreneurial Spirit, Mutual Benefits) and Code of Ethics and Business Conduct
19

Associate Research Analyst Resume Examples & Samples

  • Helps to analyze/execute new and potential product/services, markets, and advertising opportunities
  • Prepares & assists in the development of presentation materials/findings both internally and externally for the marketing focus/channel he or she supports
  • Executes against partner marketing plans to deliver results that exceed defined objectives
20

Associate Research Analyst Resume Examples & Samples

  • Position provides primary support for the Intelligence division and company overall during overnight, weekend and holiday hours. Specific shift hours vary; overnight shifts generally run from 5 pm to 5 am
  • Bachelor's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security / Intelligence Issues or other related Humanities or Social Studies field, or High School Diploma / GED with 5+ years of experience providing Geopolitical Intelligence for a Business or Government entity
  • Ability to work primary shift hours of evenings, overnights, weekends and holidays (rotating schedule - mixture of different schedules Monday - Friday from 5:00 pm - 5:00 am and on Saturday, Sunday, and Holidays 5:00 am - 5:00 pm 40 hours a week)
  • Master's Degree (or higher) from an Accredited University or College with a defined focus on International Affairs, Security / Intelligence Issues, or other related field
21

Associate Research Analyst Resume Examples & Samples

  • Knowledge of the languages of marketing, public affairs, branding, communications, and general business strategy
  • Has a strong understanding or interest in media analysis/measurement related to public relations, marketing and communications
  • Strong expertise in Microsoft Excel, Word, and PowerPoint – preferably with an eye towards presentation design
  • Ability to work independently, with strong work ethic and adherence to deadlines