Sales Analyst

Location:

7302

Posted:

April 12, 2010

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Resume:

MARTIN SCHUTZ, CFA

* ****** **., ***. ***

Jersey City, NJ 07032

Cell: 201-***-****

email: *********@*******.***

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PROFESSIONAL EXPERIENCE:

CHARTERED FINANCIAL ANALYST

. All three examination levels successfully completed and charter awarded

1999.

Hochfeld Independent Research Group New York, NY 2004-Present

Equity Research Analyst- Enterprise Software & Networking

. Originate initiation-of-coverage reports, earnings and other event-driven

update notes, and morning communications regarding enterprise software

vendors as well as companies in several other technology markets.

. Create industry overviews that include statistical analyses and relative

valuation assessments; customize and maintain financial models for

earnings projections and valuation.

. Participate in domestic and international analyst briefings and industry

conferences, both to assess our coverage space and to expand our client

base.

. Provide investment advice directly to institutional clients and interface

with managements of companies under coverage.

. Extended our analytical expertise to a real estate development venture

based in India, and prepared the initial offering plan.

Montauk Financial Group New York, NY 2002-2004

Associate Equity Research Analyst- Enterprise Software & Networking

. Prepared initiation-of-coverage, quarterly, and event-driven reports and

morning commentary on enterprise software firms.

. Formulated industry summaries that included statistical analyses and

relative valuation assessments; created and maintained financial models

for earnings projections and valuation.

. Attended analyst briefings, took part in industry meetings, and performed

due diligence work in support of a Managing Director; provided

institutional sales trading backup.

. Conveyed investment opinions to sales staff and institutional clients via

morning meeting presentations and direct contacts.

Josephthal & Co. (acquired by Fahnestock & Co. in late 2001) New

York, NY 2000-2002

Associate Equity Research Analyst- Enterprise Software & Networking

. Drafted initiation-of-coverage reports, First Call Notes, morning meeting

notes, and technology industry analyses.

. Developed and maintained financial models for earnings projections and

valuation; performed due diligence tasks.

. Related investment opinions to institutional and retail sales executives

as well as to institutional clients.

Mirronex Technologies - Financial Analyst Princeton, NJ 1999-

2000

. Responsible for financial projections, strategic analysis, market

research, and budgeting.

. Handled Requests for Proposals (RFPs), a critical element in the process

of winning clients for the firm's e-commerce solution.

. Conducted cost-benefit analyses of the firm's e-commerce solution for

both suppliers and consumers of services delivered via Mirronex's e-

commerce marketplace.

. Prepared financial presentations as well as due diligence work for

prospective investors and M&A opportunities.

Merrill Lynch Asset Management - Senior Fund Accountant Princeton, NJ

1991-1999

. Responsible for all fund accounting requirements including net asset

value determination, bank reconciliations, income and cash projections,

trade processing, pricing, and shareholder reports.

. Coordinated and developed custom accounting procedures for MLAM's first

index funds.

. Acquired extensive securities experience with domestic and foreign

equities, bonds, mortgage-backed securities, derivatives, swaps, and

arbitrage trading; interacted closely with key portfolio managers and

traders.

. Received MLAM's Accounting Excellence Award for superior performance and

leadership.

Point of Purchase Sales Corporation - Accountant Philadelphia, PA 1990-

1991

. Responsible for full range of daily and monthly accounting duties for a

small manufacturing company.

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IBM Corp. - Accounting Intern Tarrytown, NY, 1988-1989

. Responsible for international relocation and travel expense accounting as

well as problem research and resolution; developed and implemented a

superior protocol for batch expense accounting, receiving a citation and

bonus for outstanding performance.

Office of the Inspector General, Dept. of Health & Human Services -

Audit Intern Philadelphia, PA, 1987-1987

. Performed comprehensive audits of government agencies and external

contractors.

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EDUCATION: Drexel University

. B.S. in Business Administration awarded in 1990; dual major in Finance

and Accounting; Dean's List.

. Fraternity President, Treasurer, as well as leader of several renovation

and service projects; Treasurer of Alumni Board and leader in planning

reunion events.

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PERSONAL: Interests include long distance running, weight lifting,

sculpting, drawing, photography, and reading.

Contact this candidate