Manager Management
Resume:
DAVID KOHN
New York, N.Y. 10010
Tel: 646-***-****
E-mail: *********@*****.***
Experience: BANC OF AMERICA SECURITIES New York, NY
Equity Research Associate - Machinery
2/06 - 4/09
Equity Research Associate - Multi-industry
8/04 - 2/06
. Launched and maintained research coverage on more than 20
Industrial companies, including manufacturers of agricultural
equipment, truck engines, and aerospace equipment. Multi-
Industry team achieved runner-up Institutional Investor team
ranking.
. Built and maintained detailed excel models, including income
statement, balance sheet and cash flow statements; formulated
stock recommendations based on fundamental analysis of
company data, industry trends and macro-economic factors.
. Wrote company and industry reports, adding insight through in-
depth primary research, management discussions, analyst
events and trade shows; report topics included earnings
outlook, capital spending, company pensions, and industry
updates.
. Prepared marketing presentations for pitches to the sales
force and investor meetings.
. Enhanced teams by actively cultivating deep relationships
with corporate management, industry contacts, and
internal/external clients; examples include non-deal road
shows, client conference calls, investor trips, and due-
diligence meetings.
. Evaluated investment banking transactions, advising on
appropriate valuation metrics.
. Provided leadership and guidance to three junior team
members, including assistance with financial modeling and
analysis, client communications, and industry comprehension;
continually discussed progress with senior analyst.
BERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT New York, NY
Senior Associate Portfolio Manager - Pension Group
7/01 - 7/02
. Invested and maintained large-cap pension portfolios with
total assets in excess of $8 billion; approved large-cap buy
and sell orders for market open.
. Collaborated with research analysts daily to implement an
investment strategy for Bernstein's small-cap product.
. Managed five associates responsible for proxy voting of all
shares held by Bernstein's clients; spearheaded effort to
integrate proxy voting policies of Bernstein and Alliance
Capital following merger.
. Provided detailed product and account analysis for senior
portfolio managers within the department.
Senior Associate Portfolio Manager - Private Client Group
7/98 - 7/01
. Managed more than 2000 private investment accounts on a daily
basis.
. Implemented investment strategies based on tax needs of
individual clients.
. Provided analysis on existing portfolios of prospective
clients.
. Analyzed firm-wide trading and account management errors,
offering solutions to senior management and executing
correction plan.
. Assisted in training of new portfolio managers.
. Worked with a team to create new growth product following
merger with Alliance Capital.
Education: NEW YORK UNIVERSITY New York, NY
Leonard N. Stern School of Business
8/02 - 5/04
Master of Business Administration, 2004
Emphasis in Finance
EMORY UNIVERSITY Atlanta, GA
Goizueta Business School 8/94 -
5/98
Bachelor in Business Administration, 1998
Emphasis in Finance
Additional: ( NASD Series 7, 63, 86, and 87 Registered
Representative
( 1996 Olympic Games - Concession Stand Supervisor
( Robert Kohn Memorial Scholarship Fund - Founder and
Trustee
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