Manager Management
Resume:
Elizabeth Y. Zimler
New York, NY
**********@*******.***
WORK EXPERIENCE:
Value Equities, Analyst
AllianceBernstein, (April 2010 to Present).
. Support CIO and Director of Research by answering multiple phone
lines, monitor email, update busy calendar, arranging travel and
complete requests on manager's behalf.
. Create and update PowerPoint presentations that provide detail of
fund's objectives and performance and which are the primary
information resource to senior management and to clients.
. Assist in quarterly client letters (ie. editing and putting together
all displays and underlying data sourced in body of letter).
. Partner closely with marketing team and product specialists when
creating and updating pitch books for current fund and future fund as
well as providing follow-up to advisor and client questions.
. Primary liaison between fund CIO, clients, senior management, and
legal and marketing teams regarding any requests, questions and follow-
up analyses.
. Responsible for building and maintaining detailed Fund performance
spreadsheets utilized daily by CIO, senior management, analysts and
marketing team.
Special Opportunities & Advisory Services, Analyst
AllianceBernstein, (April 2009 to April 2010).
. Support CIO and Director of Research by answering multiple phone
lines, monitor email, update busy calendar, arranging travel and
complete requests on manager's behalf.
. Support the establishment and execution of AllianceBernstein's
involvement in the US Treasury's Capital Purchase Program mandate by
designing and maintaining valuation and reporting deliverables.
. Prepare macro-section of monthly US investment piece presented to
senior members of team as well as outside relationships.
. Build various multi-asset surveillance and sector/micro economic
analytical models to support team initiatives.
. Construct complex spreadsheets to enable the Director of Research to
easily review a large amount of data spanning across asset classes and
market caps.
Fixed Income, Associate
AllianceBernstein, (April 2004 to April 2009).
. Right-hand person to Global Director of Research.
. Prepare and present monthly presentations to research and portfolio
management teams on macro themes and dislocations prevalent in the
equity and fixed income markets.
. Strong writing skills translating into comprehensive reports and
PowerPoint presentations.
. Reading, analyzing and summarizing SEC filings.
. Building and updating financial models.
. Instrumental in producing original Excel-based data analyses for All
Asset Deep Value Fund.
. Work with Director of Global Research on qualitative and quantitative
analyses used internally and for client presentations.
. Review and prepare reports using market data services (i.e. Bloomberg,
Capital IQ, and Thomson Analytics).
. Enhance and maintain reports used by senior research and senior
portfolio management teams to facilitate portfolio allocations and
recommendation analyses.
EDUCATION:
University of California, Davis, College of Letters and Science,
Bachelor of Arts, December 2003
Honors in Triple Major: Economics, International Relations, and
Spanish
3.6/4.0 overall GPA; 4.0/4.0 in Spanish.
AWARDS/ACTIVITIES:
Phi Beta Kappa, 2003
National Honorary Society of Phi Kappa Phi, 2002
National Collegiate Scholars Association, 2000
SKILLS:
Extensive knowledge of Microsoft Suite, Bloomberg, Capital IQ, Thomson
Analytics and Barclays Capital POINT.
Fluent in Spanish.
Contact this candidate