Sign in

Analyst Marketing

Tarrytown, New York, 10591, United States
May 24, 2010

Contact this candidate
Sponsored by:
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

****** L. ****

**** ******** *****, *********, *** York 10591 Mobile 347.***.****


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.





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


. 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.


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.


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.


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.


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


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.

Contact this candidate