Manager Analyst
Resume:
DOUGLAS M. SOKOLOWER
New York, NY 10023
**********@*****.***
EXPERIENCE
Nov 2008 - MERC PARTNERS, LLC, New York, NY
Aug 2010 Equity Analyst/Portfolio Manager
. Managed long/short equity portfolio with a long bias, as
well as provided ideas to other Portfolio Managers. Value
and GARP-oriented generalist with focus on healthcare, oil
drillers/services, aerospace/defense, and industrials.
Conducted fundamental research and made investment
decisions based on stock-specific analysis and secular
trends. Maintained a well-diversified portfolio.
. Jan - June 2010 return of +4.75% vs. -7.62% for the S&P 500
. 2009 return of +19.25% vs. +23.48% for the S&P 500
Aug 2007 - RBC CAPITAL MARKETS, New York, NY
Oct 2008 Equity Analyst/Portfolio Manager
. Managed long/short equity portfolio with a long bias.
Generalist focused on conducting fundamental research and
making investment decisions based on stock-specific
analysis and secular trends. Maintained a well-diversified
portfolio.
. Jan - Oct 2008 return of -1.00% vs. -34.06% for the S&P
500.
. Cumulative return of +4.29% vs. -33.47% for the S&P 500.
1999 - 2007 REPEX & CO., INC., Closter, NJ
Investment Officer
. Co-managed a well-diversified, long only equity portfolio
with a growth and value strategy. Followed industry
shaping events and economic trends to develop a prudent
portfolio strategy.
. Conducted equity research based on fundamental analysis for
6-24 month outlook. Generated ideas for high net worth
clients as well as inclusion in managed portfolio.
Generalist with increased focus on healthcare, oil
drillers/services, and aerospace/defense. Focused on mid-
and large-cap value stocks for growth, stability, and total
return, complemented by mid- and small-cap companies for
faster growth in sectors undergoing secular growth.
. Incorporated economic data and secular trends within an
industry. Identified companies that benefit from these
trends as well as possess a defensible market position,
strong management and execution, and an attractive
risk/reward profile.
. Cumulative returns from 08/99 through 07/07 +64% vs. +11% for
the S&P 500 index.
1992 - 1999 MORGAN STANLEY & CO., New York, NY
Analyst, Private Client Services (1997 - 1999)
. Worked on team recommending equities to client base
consisting of hedge funds, high net worth individuals, and
institutional investors. Discussed investment strategy
with clients and made recommendations regarding the stock
market and individual stocks.
. Listened daily to morning equity research meeting.
Developed an investment thesis for individual securities
based on fundamental and technical analysis. Executed
trades for clients based on my stock ideas, and managed
orders through direct contact with trading desk.
Sales Assistant, Financial Institutions Group (1992 - 1997)
. Supported team specializing in fixed income securities.
Substantial interaction with clients consisting of
investment advisors and foreign and domestic banks.
Primary responsibilities included advising clients daily on
U.S. bond market and economic data, performing all
financing transactions and executing trades.
EDUCATION NEW YORK UNIVERSITY
1992 Leonard N. Stern School of Business
Bachelor of Science; GPA 3.7
Double Major: Finance, International Business
Beta Gamma Sigma; Awarded merit-based University scholarship
LICENSES FINRA Series 7 & 63 Registrations
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