Management Analyst
Resume:
Giovanni Asaro
*****.********@*****.***
Morristown, NJ 07960 Mobile:
INVESTMENT ANALYST
EQUITIES ( FIXED INCOME ( ALTERNATIVE INVESTMENTS
ETFS ( MUTUAL FUNDS ( MANAGED ACCOUNTS
Investment professional and CFA Level 2 Candidate with 4 years experience
working for a financial industry leader. Extremely knowledgeable in all
financial products and various valuation techniques. Demonstrated success
by improving efficiencies for a Wealth Management Team with $350 million
assets under management. Seeking an Equity Research Analyst position to
leverage statistical and analytical aptitude, interpersonal skills and
passion for investing.
Qualitative and Quantitative Asset Valuation Techniques
Discounted Cash Flow - Multiple Regression - Net Asset Value
Accounting Principals - Financial Modeling - Financial Statement Analysis
MS Excel - PowerPoint - Word - Outlook - Reuters - Thomson One - Bloomberg
PROFESSIONAL EXPERIENCE
Morgan Stanley Smith Barney July
2007-Present
Florham
Park, NJ
Consulting Group Analyst
July 2008-Present
Recruited to this new position collaborating with 4 accomplished industry
processionals generating 3 million dollars in gross revenue to create a
cohesive Wealth Management Team. As first incumbent in position, challenged
to build structure and streamline the investment process for 2,000+ client
accounts.
Researched and uncovered mispriced securities for inclusion in client
portfolios
Developed quantitative and qualitative model portfolios for discretionary
trading accounts
Facilitated a 65% increase in fee based accounts opened over a three year
period
Overhauled mutual fund holdings reducing correlation within client accounts
Acquired 4+ million in new assets by building meaningful relationships with
clients
Registered Operations Associate
July 2007-July 2008
Joined a 6-person operational team to service the largest Wealth Management
Branch in the Division grossing over 30 million per annum. Supported over
100 Financial Advisors in all administrative aspects.
Increased operational efficiency and compliance with a keen eye for detail
and diligence while
transmitting communications between the branch and New York Departments
Developed relationships with Financial Advisors and support staff which led
to faster turnaround on
security processing and client requests
EDUCATION / PROFESSIONAL DEVELOPMENT
CFA Level 2 Candidate - Awaiting Level 2 Exam Results
BA, Economics - Rutgers University
2007
Series 7 General Securities Representative
2007
Series 66 Uniform Combined State Law Examination
2008
Series 3 National Commodity Futures Examination
2008
Consulting Group Analyst Training
2008
Concentration: Economics, Accounting, Finance, Statistics
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