Equity Research

OHSUNG KWON

**** ***** **. ***** ******, NJ *****

201-***-**** *******@*****.***

EXPERIENCE

UBS New York, NY

Equity Research Associate - Industrials September 2013 – Present

Cover machinery, engineering & construction, and railcar equities, and track companies’ performance and their stock prices

Build and update financial models to conduct valuation analysis of the companies, and ultimately set price targets and ratings based on the analysis

Follow and publish reports on industry data, such as ABI, non-residential construction, truck sales, tractor sales, corn prices, etc., to gain better sentiment on the industry trend and help clients make better investment decisions

Analyze companies’ quarterly earnings reports to evaluate the performance during the quarter and review/update our forecasts

Implement top-down analysis and look for correlations between data points to assess how industry trends will impact the companies and their stock prices

Lead analyst was ranked No. 1 stock picker in StarMine Analyst Awards for 2014 in the U.S. engineering & construction sector

Interact with other industry experts to discuss and gain better understanding of the industries

Provide value-add to clients by following up on ad hoc requests and generating new ideas to the market T3 TRADING GROUP, LLC New York, NY

Equity Trader July 2012 – April 2013

Conducted fundamental analysis to assess the value of companies using valuation models, and determined if stocks are over- or undervalued

Capitalized on the speculation of stock movement based on technical analysis for the current supply and demand of the specific stock

Followed sector rotation of the market to capitalize on the sectors that are in-play

Utilized hedging strategies to protect against volatility in the market

Implemented thorough market research to assess general market condition and find trading setups using technical analysis

SAMSUNG CONSTRUCTION & TRADING AMERICA Ridgefield Park, NJ Accounting Senior Associate February 2011 – June 2012

Took charge of managerial accounting of the company that generates $1.6 billion annual sales

Completed monthly managerial accounting closings, including internal income statement and balance sheet, and performed in-depth analysis on the financial performance

Forecasted accurate annual pro forma financial statements, which allowed the company to successfully plan and budget its account for the subsequent years

Reported the financial results and the analysis directly to the controller

Built a rating system for each team that ultimately determines compensation and bonus for the employees

Presented PowerPoint presentation materials for monthly management meetings EDUCATION

PASSED ALL THREE LEVELS OF THE CFA PROGRAM June 2015 PURDUE UNIVERSITY West Lafayette, IN

Bachelor of Science in Management September 2006 – May 2010

GPA: 3.7/4.0

Major: Accounting Minor: Finance

Semester Honors and Dean’s List

ADDITIONAL INFORMATION

Database: Bloomberg, FactSet, Thomson Reuters Eikon

Software: SAP, Lightspeed

Award: National Society of Collegiate Scholars – Top 20 percent of the class

Language: Fluent English and Korean

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