Sales Real Estate
Resume:
SPENCER KNIGHT
+951-***-**** ***************@*****.***
EDUCATION
CFA Level 1 Candidate, Expected Completion December 2014 Los Angeles, CA
o Enhance my investment analysis and portfolio management skills in order to advise proper investment strategies.
Graziadio School of Business & Management, Pepperdine University Malibu, CA
o MBA expected following Spring semester of 2016.
University of California, Los Angeles (UCLA) Los Angeles, CA
o B.A.: Economics, March 2012; GPA:3.38
EXPERIENCE
AXA Advisors, LLC Irvine, CA
Investment Analyst and Strategist February 2013-July 2014
o Use quantitative and Monte Carlo analysis for portfolio analysis. Use technical analysis for short term positions.
o Create and present complex financial models and portfolio analysis of equity and fixed income portfolios.
o Write weekly market commentary on the economy, real estate, equity or fixed income securities.
o Expert in SEC document (10K, 10Q, 8K, etc) analysis and Generally Accepted Accounting Principles (GAAP).
o Manage client assets using various equity and debt securities.
o Top Producer Awards: November 2013 and Q4 2013.
o Top 10 A-Class in production in the LAMC for 2013.
The Motley Fool Los Angeles, CA
Investment Strategist July 2012-July 2014
o Provided technical and fundamental research reports and recommendations on public equity and debt securities.
o Wrote weekly market commentary that sums up the previous week and projects the following week.
o My recommendations outperformed my benchmarks and I received positive feedback from my peers.
Seeking Alpha Corona, CA
March 2011–February 2013
Investment Writer
o Fundamentally analyse domestic fixed income markets and financial results (GAAP and IFRS) to interpret business strength .
o Technically analyse public equities markets to decipher common trading trends.
ACTIVITIES & HONORS
Editor’s Pick New York, NY
o August 11, 2011: How Bank of America Predicted this Crash
o September 28, 2011: Auto Stocks: Worth Buying Before a Recession?
o December 6, 2011: How to Position Your Portfolio for the Olympic Games
o February 21, 2012: Why Caterpillar is a Better Long Term Portfolio Choice Than AGCO Corp
o March 27, 2012: Could Russian iPhone Sales Potential Fuel Yandex Shares?
o November 30, 2012: Tesla Has All The Parts To Power Higher
o December 12, 2012: How to Build a House of Stocks
Seeking Alpha Certified Financial Contributor New York, NY
o Chosen by the Seeking Alpha staff based upon coherent contributions with sound fundamental and technical analysis.
Academic Awards
o Athletic Director’s Honor Roll: 5 times.
UCLA Athletics, UCLA Cross Country (4x), Track & Field (4x), Indoor Track (4x) Los Angeles, CA
o All PAC-10 Team (2008, 2009, 2010).
o NCAA Championships Qualifier (2008, 2010, 2011).
SKILLS & INTERESTS
o VBA, VLookup, Macro Views, Financial Modeling, Forecasting, Excel, Bloomberg, Performance attribution analysis.
o Financial Report Interpretation (GAAP and IFRS), Technical Analysis, MS Word, MS Excel, MS PowerPoint.
o Interests: Art, history, r unning, family, competition, sports, learning, beach, movies. Series 6, Series 63, Series 65.
Contact this candidate