YVETTE L. ROSS
**** ******** *****, *********, *** York 10591 Mobile 347-***-****
abmrxg@r.postjobfree.com
An accomplished professional with broad-ranging experience within a leading
global financial-services organization, a former bulge bracket investment
bank, and a multi-billion dollar private family office. Proven record of
analyzing and marketing investment strategies while developing and
leveraging client relationships.
EXPERIENCE
FOSTER & FOSTER, L.L.C.
Westport,
CT
Research Analyst for a multi-billion dollar private family office
2005 - Present
. Conduct extensive company analysis and provide market intelligence across
various industry sectors.
. Execute financial statement analysis, create valuation models, and
generate earnings projections.
. Present time-sensitive investment recommendations and key ideas to the
Trust's Managing Members at meetings and through written daily summary
reports.
. Provide coverage of sell-side conferences, company press releases, and
quarterly/annual investor calls and meetings.
. Interview company managements, company customers, suppliers and
competitors. Develop independent contacts and maintain relationships
with brokers.
UBS INVESTMENT BANK
Stamford, CT
Senior Analyst - Business Planning & Strategy
2004 - 2005
. Managed budgeting, forecasting and monthly P&L reporting for 12 business
units totaling $600M in annual expenses.
. Analyzed spending trends, researched variances and prepared monthly
summaries of results for presentation to senior level management.
. Created and managed position for junior-level Analyst. Established and
executed key team deliverables.
. Proactively identified cost reduction opportunities and led discussions
with vendors to renegotiate external processing fees.
DIMENSIONAL FUND ADVISORS
Santa Monica, CA
Senior Client Services Associate - Global Institutional Client Services
1999 - 2002
. Managed client relationships, trading information, and performance
measurement for more than 40 institutional clients with gross investments
of over $5 billion.
. Led team of 3 during a robust growth period and restructured client
service organization to optimize processes.
. Worked with Senior Portfolio Managers to interpret, compose, and present
quarterly results to clients and consultants.
. Initiated effort to develop faster and more efficient reporting systems
that resulted in quarterly productivity increasing 50% within six months.
Consequently, the new system improved client satisfaction through faster
reporting turnaround and more detailed analysis of fund performance.
. Authored guide for clients that details firm's in-depth attribution
analysis, based on Fama and French's 3-Factor Analysis.
REED CONNER & BIRDWELL, L.L.C.
Los Angeles, CA
Marketing Analyst for a $3 billion investment advisor
1997 - 1999
. Initiated improvement of all firm marketing collateral, including
presentation books, fund facts sheets, and website.
. Maintained and enhanced network of relationships with consultants, high
net worth and institutional clients.
. Designed and implemented marketing material for two new product launches,
which increased product awareness and led to product inclusion on several
high net worth platforms.
. Completed RFPs and consultant questionnaires.
EDUCATON
UNIVERSITY OF ROCHESTER, William E. Simon Graduate School of Business
Rochester, NY
Master of Business Administration, Concentrations in Finance, Strategy and
International Management 2002 - 2004
. Completed one quarter abroad at Katholieke Universiteit, Graduate School
of Business, in Leuven, Belgium. Successfully completed PhD level
classes in Advanced International Trade Theory and Banking & Finance
. Vice President of Communications and Tutor, Simon Writing Center
. Summer 2003 MBA internship: Federal Reserve Bank of Boston (Boston, MA),
Financial Planning & Analysis
UNIVERSITY OF CALIFORNIA AT BERKELEY
Berkeley, CA
Bachelor of Arts in Economics and Minor in English
1992 - 1996
. Member of the U.C. Berkeley Cheerleading Team, 1993-1995
Proficient in MS Office products (Excel, Access, Powerpoint), Bloomberg,
Reuters, Morningstar, Eviews Statistical software. Enjoy traveling, piano,
and boating.