Cib-equity Research Resume Samples

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TJ
T Jaskolski
Tyson
Jaskolski
225 Daugherty Corners
Los Angeles
CA
+1 (555) 404 5591
225 Daugherty Corners
Los Angeles
CA
Phone
p +1 (555) 404 5591
Experience Experience
Detroit, MI
Cib-equity Research
Detroit, MI
Armstrong-Dare
Detroit, MI
Cib-equity Research
  • Assisting with the preparation of financial models and developing and refining mine plans
  • Detailing the analysis and findings of the above research into equity research reports, providing investment views on companies and industry reports
  • Help with the development of monthly reports of the group
  • Highly motivated and committed to work
  • Writing and developing new reports analyzing the most updated industry trends
  • Overseeing and implementing training and development initiatives
  • Knowledge of valuation methods can make the difference
Chicago, IL
CIB Equity Research Leisure Research Associate Analyst
Chicago, IL
Little-Jones
Chicago, IL
CIB Equity Research Leisure Research Associate Analyst
  • Working on projects in response to requests from buy-side clients and J.P. Morgan salespeople
  • Speaking with external clients and internal sales force about the stocks and sector
  • Maintaining databases tracking industry and macro statistics relevant to the coverage group
  • Updating/creating detailed financial models for covered companies
  • Writing timely research notes on coverage companies and industry topics, as well as in depth company and industry reports
  • Participating in conference calls and meetings with company executives
  • Detailed, ongoing monitoring and interpretation of relevant news for the sector, including competitors/peers and customers of covered companies
present
Boston, MA
CIB Equity Research Business Manager VP
Boston, MA
Schinner Group
present
Boston, MA
CIB Equity Research Business Manager VP
present
  • Manage, develop and guide Junior Business Manager
  • Oversee feedback gathering on analysts and collate results for year-end performance reviews
  • Provide insight and perspective into decision making process around resource allocation
  • Proactively and on request provide strategic analysis to determine business progression and issues
  • Partner with Production/Technology and drive the enhancements to the research technology platforms
  • Partner with Finance team and drive the financial planning process for EMEA research teams
  • Input into Controls (control self assessments, compliance training, business continuity) Compliance, HR, audit as necessary
Education Education
Bachelor’s Degree in Competence With Clients
Bachelor’s Degree in Competence With Clients
University of Washington
Bachelor’s Degree in Competence With Clients
Skills Skills
  • Candidates should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines
  • Candidates are expected to be adaptable and have the ability to work wellunder pressure in a sometimes-intense environment
  • Candidates should also be able to work independently to produce accurate,detailed materials while meeting tight deadlines
  • Candidates are expected to be adaptable and have the ability to work well under pressure in a sometimes-intense environment
  • An advanced level of excel proficiency is expected
  • Intellectual curiosity, a strong work ethic and a team player mentality arevery important
  • Intellectual curiosity, a strong work ethic and a team player mentality are also very important
  • Intellectual curiosity, a strong work ethic and a team player mentality are very important
  • LI-POST
  • Fluent in Spanish and English
Create a Resume in Minutes

15 Cib-equity Research resume templates

1

CIB Equity Research Consumer & Specialty Finance Analyst Resume Examples & Samples

  • Updating/creating financial models on coverage companies and maintaining spreadsheets tracking industry statistics
  • Working on projects in response to requests by buy-side clients and J.P. Morgan salespeople
  • The candidate will have 2 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • 2 years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • 1 years experience in Company valuation preferably in a Research Capacity – buy/sell-side
  • 1 year demonstrated writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; professional editor; journalism; blogging
  • Candidates with professional experience in consumer finance (auto finance, student lending or credit card) will be strongly preferred. Relevant experience includes quantitative analysis of loan portfolios and/or competitive landscape
  • Candidates are expected to be adaptable and have the ability to work well under pressure in a sometimes-intense environment, and should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines
2

Cib-equity Research Internship, Based Resume Examples & Samples

  • Intellectualcuriosity
  • Verystrong analytical and quantitative skills
  • Proficiency in excel
  • Accounting knowledge and interest
  • Preferably studying: Business Administration, Economics or Engineering.Graduation in December 2015 or later
  • Fluentin English (Written and Verbal) and Portuguese. Spanish is a plus
  • Interest in Equity Markets
3

CIB Equity Research Broadlines Retail Resume Examples & Samples

  • 1-2 years of experience (preferably investment banking or another analytical and demanding role)
  • Must have a passion for the markets (and ideally an interest in retail or consumer related investing). An advanced level of proficiency in excel is expected
  • Consumer experience is preferred
4

Cib-equity Research Resume Examples & Samples

  • Creating and maintaining research models
  • Researching the performance of companies and sectors
  • Preparing, tracking and maintaining company financial data manipulation anddata files with industry and company level data
  • Detailing the analysis and findings of the above research into equityresearch reports, providing investment views on companies and industry reports
  • Communicating with internal sales, trading and other areas of the bank, aswell as external clients after developing marketing skills with senior analyst
  • The ideal candidate will have 1-2 years of experience (preferably buy side,research, or another analytical and demanding role)
  • An advanced level of excel proficiency is expected
  • Candidates are expected to be adaptable and have the ability to work wellunder pressure in a sometimes-intense environment
  • Candidates should also be able to work independently to produce accurate,detailed materials while meeting tight deadlines
  • Intellectual curiosity, a strong work ethic and a team player mentality arevery important
  • Fluent in Portuguese and English. Proficiency in Spanish is helpful, but notrequired
5

CIB Equity Research Semiconductor Resume Examples & Samples

  • 1) 1-3 year of semi or tech sell-side research or investment banking experience and understands the role and processes of equity research
  • 2) Prior experience/proficiency at building financial models,understands tech stock valuation methodologies, proficient at writing research notes
  • 3) Prior experience at generating and putting together marketing materials (presentations, handouts, etc) for analyst marketing road shows
  • 4) Can independently conduct primary research activities (attending trade shows, meeting company mgmt, meeting industry contacts, monitoring tech news websites)
6

Cib-equity Research Resume Examples & Samples

  • Valuation, modelling and financial analysis
  • Writing reports covering both company specific events as well as industry-wide issues
  • Marketing to domestic and offshore institutional clients
  • Exceptional tertiary qualifications in Commerce, Finance or Engineering
  • One to four years experience in a similar Equity Research role or equivalent experience in an analytical role in a relevant industry
  • Strong understanding of and ability to analyse financial statements
  • Proficient with Microsoft products, in particular Word, PowerPoint and Excel (advanced)
7

CIB Equity Research Life Sciences Tools & Diagnostics Analyst Resume Examples & Samples

  • Support the senior life science tools and diagnostics analyst covering 30 companies by conducting due diligence on the companies involved. Current coverage includes life science tools, diagnostics, medical devices, dental and CROs
  • Responsible for dealing with clients, sales, and trading, as well as preparing research reports for initiations of coverage, analysis of clinical trial data, earnings results, and industry news
  • Responsible for arranging and conducting physician and academic researcher conference calls and surveys to evaluate recent trends
  • Building and maintaining financial models used to forecast sales and earnings growth for companies under coverage, as well as market models
  • Attend medical and life science conferences to analyze industry trends, new product launches and conduct broader market research
  • Create market models using industry data and company filings to project company revenues
  • Assist internal sales and trading teams in the timely analysis of breaking news in the life science tools, diagnostic, med tech, dental and CRO sectors and preparation for industry conferences
8

Cib-equity Research Resume Examples & Samples

  • Equity analysis
  • Preparing, tracking and maintaining data files with industry and company data
  • Detailing the analysis and findings of the above research into equity research reports, providing investment views on companies and industry reports
  • The ideal candidate will have 1-2 years of experience (preferably investment banking, research, or another analytical and demanding role)
  • Intellectual curiosity, a strong work ethic and a team player mentality are also very important
  • Fluent in Spanish and English
9

CIB Equity Research Resume Examples & Samples

  • The candidate will have 2-5 years of experience (preferably in Healthcare Consulting / Healthcare Investment Banking or another analytical and demanding role) and a passion for the markets (and ideally an interest in investing). This is required
  • Prior experience in the healthcare field is necessary (particularly with a Managed Care and/or Hospitals background) This is required
  • An advanced level of excel proficiency is expected and required
10

Cib-equity Research Internship Resume Examples & Samples

  • Intellectual curiosity
  • Preferably studying: Business Administration, Economics or Engineering. Graduation in December 2015 or later
  • Fluent in English (Written and Verbal) and Portuguese. Spanish is a plus
11

CIB Equity Research Executive Administrative Assistant Resume Examples & Samples

  • Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
  • Exhibits increased proficiency in duties and expanded knowledge and application of software packages
  • Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
  • Excellent telephone etiquette
  • Advanced ability to organize
  • Tact and good judgment in confidential situations and proven experience interacting with senior management
  • At least three years of secretarial experience and meeting coordination is preferred
  • Must be able to work market hours (6:00am - 3:00pm)
12

CIB Equity Research Leisure Research Associate Analyst Resume Examples & Samples

  • Updating/creating detailed financial models for covered companies
  • Maintaining databases tracking industry and macro statistics relevant to the coverage group
  • Writing timely research notes on coverage companies and industry topics, as well as in depth company and industry reports
  • Detailed, ongoing monitoring and interpretation of relevant news for the sector, including competitors/peers and customers of covered companies
  • Participating in conference calls and meetings with company executives
  • Speaking with external clients and internal sales force about the stocks and sector
  • Working on projects in response to requests from buy-side clients and J.P. Morgan salespeople
  • Demonstrated ability to utilize Excel for building/maintaining financial models – advanced level of Excel proficiency is required
  • MBA and/or CFA a plus
  • Intellectual curiosity, a strong work ethic and a team player mentality
13

CIB Equity Research Senior Large Cap E&P Ed-ny Resume Examples & Samples

  • 10+ years of experience in an analytical role, preferably within a bank, asset management, other financial services, or consulting firm
  • Must have knowledge of analyzing the Large Cap E&P space, including financial statement and sector analyses
  • Adaptable team player with the ability to work well under pressure in a demanding environment
  • Clear and succinct writer, effective communicator and proven ability to build and maintain relationships
  • Organized self-starter, proven ability to manage a team, demonstrated passion for learning
14

Cib-equity Research Resume Examples & Samples

  • Valuation, modelling and financial analysis of mining projects and existing operations
  • Assisting with the preparation of financial models and developing and refining mine plans
  • Reviewing supply / demand balances for global commodities such as iron ore and copper
  • Initiation and follow through on research projects
  • Information search, gathering, charting and interpretation
  • Writing research notes, reports and presentations
  • Exceptional tertiary qualifications in Commerce, Accounting, Economics, Finance, Engineering or Geology
  • Completion of, or currently studying, a post graduate qualification (e.g. CFA or Masters of Finance, Engineering, Geology) is favourable
  • At least two years of experience in a similar role in financial/professional services or relevant experience in mining or engineering
15

CIB Equity Research Large Banks Research Analyst Resume Examples & Samples

  • 2-4 years of experience in an analytical role, preferably within a bank, asset management, other financial services, or consulting firm
  • Expert modeling, forecasting, analysis and valuation experience
  • Clear and succinct writer
  • Open to experienced hires and/or MBAs
16

Cib-equity Research Resume Examples & Samples

  • Be accessible and proactive with clients and their needs; provide outstanding internal sales and trading coverage
  • Selling the whole firm, offering clients the full array of our product offerings
  • Demonstrated knowledge of the current market (including trends) for the Transport and Infrastructure sectors
  • The ability to tailor high quality comments/communications to particular audiences (external clients, traders, salespeople) and to "hook" them into your work
  • An understanding of how to build a strong talent pipeline; identifies and works to retain strong performers
17

Cib-equity Research Resume Examples & Samples

  • Must have 2 or more years of experience in an analytical role, preferably within a bank, asset management, other financial services, or consulting firm
  • Must have knowledge of analyzing banks including income statements and balance sheets
  • Research, Investment Banking or Investor Relations experience preferred
  • Strong accounting, finance, quantitative skills
18

Cib-equity Research Resume Examples & Samples

  • Distinguish whether or not news/data is already priced into a security. Make a call with conviction even in the face of changing conditions or conflicting pressures
  • Ability to discuss in detail your knowledge of the current market (including trends)
  • Ability to discuss in detail your Understanding of the implications of news on a variety of asset classes and for different classes of investors
19

Cib-equity Research Resume Examples & Samples

  • Preparing, tracking and maintaining company financial
  • The ideal candidate will have 2-5 years of experience (preferably investment banking, research, or another analytical and demanding role)
  • Intellectual curiosity, a strong work ethic and a team player mentality are very important
  • Fluent in Portuguese and English. Proficiency in Spanish is helpful, but not required
20

Cib-equity Research Administrative Assistant Resume Examples & Samples

  • Screening calls; managing calendars; making travel, meeting arrangements; preparing expense reports
  • Students of “Secretariado”
  • Graduation in July/2018 or later
  • Fluent in English
  • Interpersonal skills, ability to work well with all levels of internal management and staff, outside clients and vendors, sensitivity to confidential matters
21

Cib-equity Research Resume Examples & Samples

  • Updating financial analysis and valuation work in our database
  • Developing companies and sector’s analytic reports and databases
  • Creating marketing presentations
  • Help with the development of monthly reports of the group
  • Maintaining excel data file on the companies (performance, valuation, etc) and macroeconomic indicators
  • Preferably studying: Business Administration, Economics or Engineering. Graduation in December 2017 or later
  • Very strong analytical and quantitative skills
  • Excellent team player and confident in building relationships
  • Ability to outperform in a fast paced work environment
22

Cib-equity Research Resume Examples & Samples

  • Supporting the day-to-day needs for a senior analyst and clients
  • Prepare presentation materials and participating in client marketing pitches
  • Highly motivated and committed to work
  • Strong understanding and knowledge on the accounting & finance
  • Experience working within an investment bank or accounting firm
23

Cib-equity Research Resume Examples & Samples

  • Tracking industry data and key fundamentals
  • Updating and enhancing discounted cash flow models
  • Writing and developing new reports analyzing the most updated industry trends
  • Generating ideas and discussing investment recommendations with the team
  • Participating in events with main companies, manager and investors
  • Students of Management, Economics, Engineering and Accounting
  • Graduation in December 2018 or later
  • Strong knowledge of MS Excel (search and “IF” formulas are mandatory; VBA not required but desirable)
  • Knowledge of accounting is mandatory
  • Knowledge of valuation methods can make the difference
  • We look for someone updated on the current domestic and international macro outlook
24

Cib-equity Research Resume Examples & Samples

  • Maintaining and proactively initiating financial models for companies under coverage
  • Developing industry and company-specific forecasts
  • Maintaining industry databases
  • Writing research reports
  • JPMorgan provides an inclusive learning experience of all duties of Equity research as key developmental skills useful for several investment banking capacities as internship evolves
  • Interest and accounting knowledge
  • Preferably studying: Business Administration, Economics or Engineering
  • Graduation in June 2018 or later
  • Fluent in English (Written and Verbal) and Portuguese. Spanish knowledge is a plus
25

Cib-equity Research Resume Examples & Samples

  • Helping to drive department strategy and define priorities
  • Overseeing and implementing training and development initiatives
  • Leading recruiting and mobility efforts
  • Forecasting headcount and overseeing people management-related tasks and analytics
  • Project managing the summer and part-time intern programs
  • Liaising with Finance/Business Management support teams on budget, headcount, and ad hoc projects
  • Managing the Equity Research Department webpage
  • Drafting department-wide communications and presentations
26

CIB Equity Research Business Manager VP Resume Examples & Samples

  • Serve as trusted partner to Business Head and become a member of his leadership team in defining and executing the strategic agenda of the department
  • Co-Lead and drive the MiFID II unbundling work stream with FICC BM and Equity Sales BM to completion ensuring all aspects of the Equity Advisory franchise (Research and Sales) is prepared from for day 1 (Jan 2018)
  • Provide insight and perspective into decision making process around resource allocation
  • Manage, develop and guide Junior Business Manager
  • Partner with Production/Technology and drive the enhancements to the research technology platforms
  • Operates as first line of oversight and control for the business
  • Ability to influence colleagues at all levels of seniority
  • Ability to prioritise multiple tasks and manage time efficiently
  • Ability to operate in a fast-paced environment and to execute timely on assigned tasks
  • Strong project management skills, with an keen eye for detail and the ability to complete high quality work
  • Good understanding of markets and products
27

Cib-equity Research St-nd Year Analyst Resume Examples & Samples

  • 0 ~2 years experience in related position
  • Strong communication skills and fluent in both Korean and English
  • Competency in using various MS tools – particularly Excel and PowerPoint
  • Accuracy and attention to detail in all aspects of figures and documentation
  • General understanding and knowledge of investment products and investment industry market practices
  • Good interpersonal skills and willing to work within the team
28

Cib-equity Research, Reits Resume Examples & Samples

  • Valuation, modelling and financial analysis of property and other financial companies
  • Assistance and responsibility for writing reports that analyse aspects of companies and industries
  • Keeping track of data sources that may yield insights into the sector
  • Undertaking in-depth analysis of particular issues affecting the financial services industry
  • Liaising with and responding to client requests for information and insights
  • Exceptional tertiary qualifications in Commerce, Finance, Engineering or Property
  • Completion of, or currently studying, a post graduate qualification (e.g. CFA, Masters of Finance or CA) is favourable
  • At least one year of relevant financial analysis experience in the financial services, professional services, property or retail sectors
  • Strong understanding of and ability to constructively analyse financial statements
29

CIB Equity Research Latam Financials Analyst Resume Examples & Samples

  • Equity, macro and quantitative analysis
  • Central Bank and insurance regulator data compilation
  • Communicating with internal sales, trading and other areas of the bank, as well as external clients after developing marketing skills with senior analyst
  • Candidates are expected to be adaptable and have the ability to work well under pressure in a sometimes-intense environment
  • Candidates should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines
  • Fluent in Spanish and English. Proficiency in Portuguese is helpful, but not required
30

CIB Equity Research Business Manager Associate Resume Examples & Samples

  • Proactively and on request provide strategic analysis to determine business progression and issues
  • Partner with Finance team and drive the financial planning process for EMEA research teams
  • Strong communication skills with proactive mindset
  • Adopts an organised and methodical approach to issues and tasks and applies sound, logical reasoning to complex problems
  • Effectively synthesises and manipulates data and financial/management information
  • Strong knowledge of Excel, PowerPoint and other Microsoft Office
31

Cib-equity Research Resume Examples & Samples

  • Experiences in research/consulting/assets management/IBD/renowned English Media, minimum 3 years of relevant experience is required. We will consider candidates who do not have relevant experiences but are able to demonstrate exceptionally strong analytical and English writing skills
  • Proficiency in English writing skill
  • Logical and sensitive to numbers, able to handle data-heavy requests in timely basis
32

CIB Equity Research Financials Large Resume Examples & Samples

  • Adaptable team player with the ability to work well under pressure in a demanding environment and good at multi-tasking
  • Organized self-starter
  • Research, Investment Banking, Treasury/Capital Management, or Bank Finance Department experience preferred