Management Analyst

GENA THOMAS

*** ****** ****** *** **, Brooklyn, NY 11222

Email: ****.******@*****.*** I Cell: 843-***-****

WORK EXPERIENCE

UBS Investment Bank 2006 - 2013

**** – 2013

Associate Director in Equity Research in Healthcare Sector, New York, NY

Produce written assessments of companies’ strategies to determine the attainability of managements’ financial and operational

goals based on analysis of SEC filings, conference calls, and press releases

Support Senior Research Analyst on developing stock recommendations based on financial analysis, news flow, talks with

company management, and other catalysts

Attend industry conferences, company presentations, and management mee tings for companies in order assess the sector as a

whole and evaluate individual companies

Develop marketing material to provide an overview of the industry as well as individual companies’ value within the market

Business Analyst in Equity Research, New York, NY 2011 - 2012

Supported the Director of US Equity Research with strategic business planning of analyst coverage, regional marketing, and

broker votes through data analysis

Prepared department communication and presentations to be use d by senior management

Liaised with sales to identify potential clients for priority segmentation and strategic alignment

Worked closely with the US Research COO to develop and implement budget forecasting

Foreign Exchange Business Unit Controller, Singapore 2009 - 2011

Produced Income Statement, Balance Sheet, and Valuation Control Reports for financial analysis of UBS Foreign Exchange

products traded in Australia, Singapore, and Hong Kong

Supported an extensive off-shoring project by aiding the transition of manual business processes to an external vendor

Developed and tracked financial forecasts designed by senior management and provided in-depth analysis when necessary

Graduate Training Program, Zurich, Switzerland 2007 - 2009

Collaborated with Financial Accounting Experts and Regional Controllers in the analysis of UBS financials

Performed in-depth analysis of notional reporting across all Swiss entities and reported on how to streamline the methodology

Developed new trend and analysis (Value Matrix) reports to be used by senior management for strategic decisions

Equities Finance Controller, London, UK (Mountbatten Graduate Internship Programme) 2006 - 2007

Tested Equity Products to adhere with Corporate Accounting Principles

Produced daily Income Statements and Monthly Management reports for the Client Services team

Developed new techniques for month-end valuations verification

Dividend Growth Advisors LLC 2005

Financial Services Marketing Intern, Bluffton, South Carolina

Assisted in the research of dividend growth patterns over ten year periods for portfolio companies and new prospects

EDUCATION

2006 – 2007

Post Graduate Studies: Mountbatten Institute, London, UK

Certificate of International Business Practice

Earned Merit from Cambridge International Examinations in Management of Information Module

2002 – 2006

Vanderbilt University, Nashville, Tennessee

Bachelor of Arts, Mathematics major, International Political Science minor

Honors: Cum laude and Dean’s List Fall 2004 and Spring 2005 with overall GPA: 3.39/4.0

CET Study Abroad Program, Florence, Italy 2005

Studies in Italian Art and Culture

SKILLS

Financial Series Exams: 7, 63

Factset, Bloomberg, SAP, Business Objects, UBS Research Proprietary Products

Microsoft Office Suite (Excel, Word, Access, Outlook, and PowerPoint)

Languages: English (native), German (conversational)

INTERESTS

Travelling, hiking, cooking, painting, running, and gardening

Contact this candidate