Equity Research Analyst

Jordan Linkowski

Address: *** ******** ****** ********* *** Rye, New York 10580

Phone: 412-***-****

Email: ***********@*****.***

RESEARCH ANALYST

Industry of Preference: Finance

Qualifications Profile

Analytical, multi-faceted, and results-driven professional with hands-on experience in initiating data gathering and analysis

functions as well as handling financial processes; coupled with sound academic background in managerial finance, macroeconomics, and

statistics.

Strategic-thinker, equipped with critical thinking aptitudes in resolving complex issues and identifying needs as well as utilizing

tools to produce algorithms and evaluations in creating data-driven decisions of businesses to optimize processes. Seasoned military

leader; utilize management skills to successfully supervise, guide, and inspire teams of professionals. Customer-oriented, with

first-rate communication and interpersonal skills to establish rapport to individuals of various backgrounds, essential in

delivering quality services. Currently hold active Department of Defense Secret Clearance.

Education and Credentials

Chartered Financial Analyst (CFA) Program, Level II Candidate

CFA Institute, Charlottesville, VA

Bachelor of Arts in Business Administration in Management: 2017

Saint Leo University, Saint Leo, FL

G.P.A.: 3.82

Relevant Coursework: Accounting Applied Decision Methods Business Ethics Managerial Finance

Business Information Systems and Analytics Business Law Calculus International Business

Macroeconomics Statistics Strategic Management

Coursework in Degree in Chemistry: 2012

Denison University, Granville, OH

Nationwide Mortgage Licensing System (NMLS)

Summary of Relevant Experience

Financial Administration Transaction Processes

Employed keen attention to detail in processing financial and banking transactions

Fulfilled various functions, such as deposits, withdraws, and debit card issuance

Discussed variety of loans and lines of credits to prospective accounts

Client Service and Relations Sales Functions

Took charge of opening and maintaining accounts as well as selling services and products to clients

Determined needs through constant client interactions

Guaranteed full client satisfaction by establishing relationships and providing top-notch services

Administered marketing and scheduling functions as well as met with prospective accounts to provide relevant products and services

Played an integral role in driving Webster Bank revenues, which led to the attainment of top 20% in sales results during first six

month of employment

Data Gathering and Analysis

Conducted comprehensive research activities to identify new procedures to boost processes in assessing aluminum samples

Demonstrated sound knowledge of various analytical techniques and methods while assisting in the evaluation of numerous laboratory

samples

Assumed full accountability in handling background screening services including research and validation of applicant references,

education, work and criminal history

Analyzed campus student population to assist marketing strategy development efforts, thus attaining Top 10 Buyer award

Operational Leadership Personnel Development and Support

Provided effective recommendations to the financial advisor at Webster Bank in identifying potential clients and developing

referrals to business partners

Rendered first-rate support in mentoring and qualifying staff to ensure compliance with set-forth security requirements

Served as the key person in overseeing and training three personnel in handling operations, which eventually earned promotion for

outstanding performance

Work Chronology

Webster Bank Rye, NY

Universal Banker 2016–Present

United States Navy Norfolk, VA

Work Center Supervisor 2015–2016

Gunners Mate Second Class 2013–2016

Alcoa, Alcoa Center Pittsburgh, PA

Analytical Chemist Intern 2012

Denison University Granville, OH

Athletic First Aider 2010–2012

Corporate Investigations, Inc. Pittsburgh, PA

Investigator 2012

Bellower Books Sharon Hill, PA

Buyer 2011

Deer Valley YMCA Camp Fort Hill, PA

Waterfront Staff Lifeguard 2010–2011

Professional Affiliations

CFA Institute Sigma Phi Epsilon American Legion

Awards and Honors

Navy Marine Corp Achievement Medal National Defense Service Medal Global War on Terrorism Service Medal

Navy Expert Pistol Marksmanship Medal Navy Expert Rifle Marksmanship Medal

Activities

Granville Fire Department, Former Member

Technical Skills

Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) Salesforce.com Social Media platforms

Webster programs (Sales and Service and OneTouch Teller) Alcoa analytical programs

Contact this candidate