Financial Analyst Resume
New Jersey, NJ
PROFILE
Finance professional with wide experience and knowledge in corporate planning, corporate finance, hedge fund industry and financial markets. Diversified experience in analyzing financial/economic data, supporting enterprise decision making, company valuation and portfolio management.
PROFESSIONAL EXPERIENCE
Confidential Skillman, NJ 10.09 – Present
Financial Analyst, Companies and Funds Group (Contract Position)
- Responsible for providing in-depth analysis on assigned companies and initiate their coverage.
- Manage, maintain and update data regarding the assigned companies on Bloomberg terminal.
- Dissect financial data from SEC filings of assigned companies and interface with them to determine the correct capital structure.
- Identify, classify and determine debt (corporate, consolidated, etc) and coordinate with cross functional units of our organization with respect to data issuance and data mapping.
E1 Asset Management, New York, NY 09.09 – 10.09
Operations Intern
- Assisted senior traders on trading floor and learnt trading strategies and execution.
- Identified potential investment ideas and advised clients about them based on their portfolio.
- Calculated and recon ciliated Profit & Loss on trades and informed clients on phone.
Confidential LLC, New York, NY 04.08 – 08.09
Equity Research Intern (Buy Side)
- Assisted senior research analyst on all areas of investment analysis and strategies for a Long Short hedge fund.
- Read 10K, 10Q and Sell side research reports and prepared summary write-ups.
- Performed valuation analysis including comparable company analysis and LBO analysis.
- Listened to quarterly earnings calls and prepared summary write-ups.
- Participated in conference calls between KIP and its portfolio companies’ management teams.
Confidential ( India. 08.04 - 08.07
Assistant Manager – Corporate Finance (01.06 – 08.07)
- Drafted capital expenditure plan and performed due diligence for new investments by calculating Return on Investment and performing cost benefit analysis.
- Planned, selected, procured and maintained monthly stock of inventory valued 3% of revenue.
- Conducted meetings and gave presentations to interested institutional investors.
- Designed, proved and implemented new technological methods resulting in improved productivity.
Executive Engineer – Manufacturing (02.05 – 01.06)
- Scheduled and supervised job responsibilities of 15 employees according to production plan.
Management Trainee (08.04 – 02.05)
- Participated in Orientation program and training classes on Time Management Skills, Presentation Skills, Business Writing, Dynamic Meetings & Leveraging Leadership initiatives.
SKILLS
MS Excel, Word, PowerPoint, Access, Stat tools and @ RISK; Bloomberg Terminal, Capital IQ, Thomson Analytics SAP R/3, ‘C’, AS 400, UML.
EDUCATION
Master of Business Administration – Finance
Bachelor of Mechanical Engineering