Functional Skills
Market Research
Financial Modeling
Financial Planning & Analysis (FP&A)
Primary Research
Secondary Research
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Aerospace & Defense
Financial Services
Media & Entertainment
Technology
Telecom
Experience
JMP Group Inc.
Finance
Equity Research Associate,
3/2019 - 10/2019
Supported the senior analyst and worked in conjunction with the other 2 team members to cover Internet stocks like Google, Facebook, etc. I built 3 statement models from scratch, performed market research, spoke with clients and salespeople, and did ad-hoc projects.
Canaccord Genuity
Finance
Equity Research Associate
9/2013 - 2/2015
Supported the senior analyst and covered A&D stocks like Boeing, PCP, and Rockwell Collins. I built 3 statement models from scratch, performed market research, spoke with clients and salespeople, and did ad-hoc projects.