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Online Resumes with "Research Portfolio"

Health Policy Analyst

Scientific and health policy professional with more than 15 years experience in project management, managing research portfolios, technical writing, communications and team building.

Tags for this Online Resume: Government Relations, Health Policy Analyst, Nutrition Policy, Public Health

Research/Portfolio Analyst

I got my Finance MBA from Rice University and am currently a CFA level III candidate. I am seeking corporate finance or investment related positions in Houston area, such as financial analyst,treasury analyst, and investor relations analyst

Tags for this Online Resume: MBA, CFA, Financial Modeling , Financial analysis, Excel , Bloomberg

Client Service/Relationship Management Intern, New York

Pursuit of a longterm career in investment management with the goal of becoming a future portfolio manager. Interested in entry level roles with large exposure to investment research and portfolio analytics. Desire for a challenging position that is rewarded with increased responsibilities having proven ownership and initiative.

Tags for this Online Resume: Client Service/Relationship Management, Trading and Operations Assistant, Corporate Accounting

Featured Profile

Capital Markets and Financial Analyst with more than three years experience in financial modeling, investment analysis, market research, portfolio management and valuation analysis.

My career goal is to own and operate a Venture Capital/Private Equity firm. I want to work with high dollar investments in real estate, start-ups, M&A's and any venture I can make money on.

Ideal Companies: JPMorgan Chase & Co., Wells Fargo, Bank of America Securities, UBS, Paine Webber, Citi Bank, Goldman Sachs, Northrop Grumman, CBRE Group, CIM Group, Arenda Capital Management, Caltius Equity Partners, Clear Capital Advisors, Ocean Park Advisors, Ares Management, JUMP Investors, CREO Capital Advisors, Luminous Capital, Capital Group, Pacific Coast Capital Partners, Welshire Associates, Certera Financial Gourp, Intrepid Investment Bankers, Marina Capital Partners, Saybrook Capital and Tiger Group LLC

Tags for this Online Resume: Financial Modeling, Quantitative Analysis, Qualitative Analysis, Financial Valutaion, Expert in MS, Financial Analysis, Expert in MS Excel, Market Research, Portfolio Management, SQL, VBA

Translational research, portfolio management and communication specialist, nonprofit leader.

I am a scientist with a broad background in science and management. I have overseen a $40M per year research program that encompasses basic research through to clinical trials, developed strategic plans and business plans in the nonprofit arena, and developed market analysis and health economics tools. I have a passion for bringing therapeutics to patients who have an unmet need, and love helping those patients understand...

Investment Manager and Investor Relations Professional

Financial sector professional with over 4 years of experience and deep knowledge of the industry. Background includes working as a portfolio manager: managing more than 200M $ for private and business clients- stocks and bonds picking, analyzing micro and macro trends, specializing in daily trading in the Israeli market, NYSE, NASDAQ, writing a daily analysis and articles for the well-known financial website "Bizportal", re...

Tags for this Online Resume: New York, Investment Management, Investor Relations , Market Research , Strategic Planning , Financial Analysis , Portfolio Management , Investment Banking , Global Management , Public Relations , Data Analytics, Decision Making , Professional Journalism Writing , Communication Skills, Presentation Skills, Social Skills, Problem Solving, Wealth Management

Featured Profile

Senior Equityl Analyst - 15+ Years of Experience - Near 06830

Fundamental, bottom-up analyst with extensive financial market experience at both asset managers and hedge funds. Thorough understanding of the stock market, industry groups, and numerous analytic techniques. Detailed financial modeling experience as well as client interaction.

Ideal Companies: Lone Pine Capital, Morgan Stanley Asset Management, Fiduciary Trust, family office

Tags for this Online Resume: Equity Research, Fundamental Analysis, Excel, Bloomberg, Industrial, Consumer, Natural Resources, NYC Area

Financial Analyst - 2 Years of Experience - Near 02472

I am a Master of Science in Finance candidate, at Elkin B. McCallum Graduate School of Business. Before attending McCallum, I have worked in the financial services industry through summer internships with Deloitte & Touche and Bank for Investment and Development of Vietnam. I have a deep interest about finance and banking industry, and am always eager to look for employment opportunities in the industry to further my learn...

Tags for this Online Resume: Mergers and Acquisitions, Financial Services, Banking, Master of Science in Finance, Stock pitch, Equity Valuation, Alternative Investments

Sales Representative - 9 Years of Experience - Near 06897

Took Norwalk, CT. FactSet provides financial information and analytic software for investment professionals. 2014, FactSet's annual sales were $920 million. Institutional Sales Gathered new, growing existing and retaining key hedge fund clients for StreetAccount, while cross-selling into FactSet Research Systems opportunities. Demonstrated product capabilities via WebEx, conference call and on-site client meetings with Dire...

Tags for this Online Resume: outside sales, research sales, b2b sales, CT, Marketing Management, Sales, e-Commerce, Account Management, Billing, Business Development

Financial Analyst - 20 Years of Experience - Near 07928

PROFESSIONAL SUMMARY A highly motivated, results driven investor with experience spanning both the Buy-Side and Sell-Side Wall Street Equity Research to the working in the technology industry and project management. My skills include equity research, portfolio management, business development, technology project management, consulting, and business process improvement. * * U.S. Steel and Carnegie Pension Fund 2013 - Present...

Tags for this Online Resume: Equity Analyst, Consumer Discretionary, Retail Industry, Financial, Financial Services, Financials, Project Management, New York, Portfolio Manager

Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105

SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...

Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning

Featured Profile


Accomplished international partner collaboration project and program manager with over 30 years of experience directing and mentoring teams to exceed technical and business objectives. Solid track record of delivering complex research and development projects on-time and within budget. Strong analytical and strategic skills leveraged to develop and execute long-range plans across departments, organizations, and countries. S...

Ideal Companies: GE, NRG, Boeing, LockheedMartin

Tags for this Online Resume: Aerospace, Architect, Business Development, International Sales, Product Development, Sales, Training, Documentation, Management, Program Management, Research, Research Portfolio, systems engineering, space systems, requirements managemetn, stakeholder relationships, process improvement, integration, International Relations, Anthropometry, Ease of use