Analyst Assistant

A former Investment Analyst covering biotechnology stocks

listed in the United States exchanges with exposure in trading commodities, currencies and indices.

Analytical

Problem-solving

Numeracy

Quick learner

Fundamental and technical analysis

Option trading

Commodity trading

Bloomberg terminal

Microsoft Office Applications (Word, PowerPoint and Excel)

W O R K E X P E R I E N C E

INVESTMENT ANALYST

Berkeley Quantitative Research, Inc.

January 2019 - March 2020

Responsible for finding potential trades covering option contracts from biotechnology companies, mergers and acquisitions (M&A), and future option contracts from commodities, currencies and equity indices

Analyzed fundamental data and conducted technical analysis to create an in-depth presentation on identified trades highlighting catalysts, growth opportunities and risks in order to determine the most suitable trading technique to use

Entrusted with profit/loss calculations

Presented research and updates for security holdings

Monitored global news on macro-economics, geo-political events, and other market drivers

Key achievements

Improved the process of selecting potential trades from biotechnology stocks that resulted to identifying those that were rightly fit to the option trading strategy being utilized for the said sector

Produced winning bets from biotechnology stocks through careful analysis of both fundamental and technical exhibiting 95% win rate

Created trading methodology for currencies future option contracts

Developed risk/reward calculation for trading commodities and currencies future option contracts through an excel model

J O E B E L B A J O

South Cembo, Makati City

**********@*****.***

092*-***-****

W O R K E X P E R I E N C E

W O R K E X P E R I E N C E

E D U C A T I O N A L B A C K G R O U N D

Technological Institute of the Philippines

Years attended: 2014 - 2018

C H A R A C T E R R E F E R E N C E S

Micah Kesiya Manalo

Former Investment Analyst, Berkeley Quantitative Research, Inc. 091*-***-****

Jennia Nadine Patio

Former Investment Analyst, Berkeley Quantitative Research, Inc. 090*-***-****

Carmina Paola Asilo

Assistant to the Education Attache, Taipei Economic and Cultural Office 096*-***-****

Bachelor's degree, Business Administration Major in Financial and Management Accounting

C O R E S K I L L S

C A R E E R S U M M A R Y

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