Equity Analyst Resume Sample
Newton Stamm
7272 Mattie Flats,
San Francisco,
CA
+1 (555) 736 3609
Work Experience
Senior Equity Analyst
09/2017
-
PRESENT
Los Angeles, CA
- Drive data accuracy and process improvement to ensure execution excellence in the delivery of executive compensation programs in collaboration with Payroll, Finance, Legal, HRIS etc
- Maintain equity administration system (E TRADE) integrity and ensure accuracy of record keeping of equity data, including related communications, reporting, agreements and analytics
- Enhance and improve executive compensation processes including equity grants, exercises, vesting and related taxes to ensure accuracy through a keen attention to detail
- Drive these executive questions to resolution promptly and clearly
- Support the grant process for annual and off-cycle (e.g., promotion, retention, recognition) equity grants for eligible participants, including supporting proposals for unique employee circumstances
- In coordination with the Director, Compensation, work closely with the internal Legal, Finance, Accounting and Payroll teams to manage executive compensation transactions to ensure payments, reporting and analytics are efficient, highly quality and error-free
- Drive overall quarterly process with collaboration with cross functional teams related to quarterly offering periods under Employee Stock Purchase Plan, including related payroll and reporting
Equity Analyst
04/2013
-
04/2017
Phoenix, AZ
- Guide and interface with each country to ensure all participation requirements are met by new enrollees and existing participants as required by local legislation
- Maintain global ESPP participation data (i.e., enrollment, contribution percentage, and withdrawals) and communicate changes to global Human Resources Business Partners (“HRBPs”), local payroll groups, and employees and reconcile all changes in payroll contribution reports
- Manage the exchange of information between the Company and its external equity plan administrator, which includes reviewing, reconciling, and updating employee account data to ensure accuracy and integrity of the equity database
- Facilitate the introduction and rollout of the ESPP to new markets, which includes developing and reviewing communication materials and serving as the primary contact for local Human Resources and Payroll teams
- Act as point person for local Payroll departments to establish standards and processes for employee deductions, including assessing and defining ESPP-eligible earnings
- Provide recommendations for enhancements to programs, processes, datasets, methods and practices
- Create and maintain process documents for ESPP administration
Equity Analyst Intern
06/2010
-
03/2013
Chicago, IL
- Maintain process documentation to ensure internal compliance and interface with external/internal auditors as required
- Develop and maintain executive compensation plan metrics to support strategy execution including Compensation Committee matters (e.g., shares granted, reserve, burn rate, ISS considerations etc.)
- Develop and maintain documentation related to incentive pay programs in use throughout the organization Support data required for public-company securities law filings, including proxy statements
- Possess a sense of humor, have an ability to work independently while being a self-starter committed to delivering at the highest levels of performance and execution
- Thrive in a fast-paced and dynamic environment, with the ability to tackle challenging and unique compensation issues, with a practical and collaborative approach and positive attitude
- Summarize and communicate technical topics in a clear and accurate manner to executives
- Manage the bi-annual ESPP enrollment process, which includes developing and updating communication materials for each participating country, reviewing and updating the E TRADE ESPP enrollment site, preparing eligible employee files for review by local Human Resources teams and uploading those files to E TRADE
Education
Webster University - Orlando Campus
2004 - 2009
Bachelor's Degree in Finance
Professional Skills
- Good communication skills with an emphasis on strong writing skills and attention to detail
- Excellent team attitude, strong interpersonal and communication skills, as well as experience dealing at all levels of a large organization
- Strong fundamental research skills with particular strength in financial analysis and experience within European banking and / or insurance sectors
- Strong organizational, problem solving, and interpersonal skills
- Demonstrates the highest quality commercial research and effective marketing skills
- Strong fundamental skills in financial modelling
- Excellent research knowledge, analysis and decision making skills
How to write Equity Analyst Resume
Equity Analyst role is responsible for modeling, advanced, financial, research, analytical, excel, interpersonal, valuation, cash, analysis.
To write great resume for equity analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Equity Analyst Resume
The section contact information is important in your equity analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Equity Analyst Resume
The section work experience is an essential part of your equity analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equity analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Equity Analyst resume experience can include:
- Excellent verbal, written and interpersonal communication skills.
- Advanced computer skills (Windows, Microsoft Word, Excel, Powerpoint) and strong attention to detail
- Possess independence, critical thinking skills, and a passion for investing, with a bias toward long-term fundamental research
- At least three to five years of experience in sell- or buy-side equity research or investment banking; experience analyzing firms in a specific sector
- Advanced financial modeling and valuation skills
- Advanced Computer knowledge to effectively use various computer software applications, including database systems, electronic E-Mail, etc
Education on an Equity Analyst Resume
Make sure to make education a priority on your equity analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equity analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Equity Analyst Resume
When listing skills on your equity analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical equity analyst skills:
- Strong verbal and written communication skills, including the ability to present ideas and suggestions clearly and effectively to all levels of employees
- Excellent written and spoken communication skills, including an ability to speak comfortably with company managers and institutional investors
- Demonstrated financial, accounting and strategic analysis skills
- Solid analytical and decision-making skills
- Excellent research knowledge, analytical process, and decision making skills
- Strong modeling and equity valuation skills
List of Typical Experience For an Equity Analyst Resume
1
Experience For Senior Equity Analyst Resume
- Good understanding of Private Equity market – what it is, how deals work – and ability to communicate with PE customers in their own language
- Contribute to MSIM’s collaborative investment process by attending weekly research meetings and sharing ideas
- Prepare standard and ad hoc equity-related reports requested by the Human Resources, Accounting, Finance and Tax departments
- Sound judgment and willingness to take appropriate risk within equity investing
- Provide data and writing support for Morningstar’s Ultimate Stock Pickers’ publication
- Regularly publish reports and in-depth research pieces, including the qualitative and quantitative analyses of your coverage’s Economic Moats
- Develop and update global ESPP participation statistics
- Provide high quality customer service to all employees and global HRBPs for ESPP-related inquiries
- Assist with the program administration of other Company equity plans
2
Experience For Associate Equity Analyst Resume
- Assist with annual plan audits conducted by internal and external teams
- Perform ad hoc project work
- Equity Research of Japanese stocks in Machinery Sector
- Be additive to MSIM’s reputation and presence in the marketplace, overall success and profitability
- Research coverage and new idea generation and consideration for the four discretionary equity strategies that the team manages
- Meetings with company managements, attendance at investor conferences, quantitative screening for new ideas (including use of 3D analytics), and obtaining information through publications, brokerage firm analysts and research reports, the internet, and independent research organizations are part of the day-to-day research function
- Strong grasp of financial statements, ability to analyse financial data to support pursuits (e.g., financial ratios, listed company metrics etc.)
- Active participant in investment discussions
- A flexible self-starter, able to deliver to tight deadlines and cope with dynamic and changing requests in a fast paced corporate finance team. Strong project management skills are essential
3
Experience For Infrastructure Private Equity Analyst Resume
- Strong numerical and analytical ability
- Equity research experience
- Investment-related experience
- Strong team orientation and willingness to collaborate, take guidance from other team members and share insights
- Consistently strong alpha generator with a demonstrable track record
- Intellectual curiosity and rigorous attention to quality and detail are crucial
- Write well and clearly communicate data and insights in a structured fashion
- Expert user of Word, PowerPoint and Excel
- Become an expert in Morningstar’s Economic Moat research methodology
4
Experience For European Equity Analyst Resume
- Act with independence and an ‘investors first’ attitude at all times
- A bright, motivated individual with the desire to succeed in an intellectually-intense environment. Possess intellectual curiosity, a passion for creative analysis, and attention to detail
- One to three years of experience in sell side or buy side equity research. Alternatively, one to three years of financial services industry experience combined with a proven interest in equity research
- As an alternative, three or more years of relevant experience in the oil and gas industry is also acceptable, if in a financial and/or investor relations capacity
- Proven ability to make decisions under tight deadlines, at times with incomplete information
- Buy-side investment-related experience
- Prior healthcare sector coverage
- Authorized to work within the U.S. without a sponsorship agreement
5
Experience For Equity Analyst, Liberty Mutual Investments Resume
- As an alternative, three or more years of relevant experience in the Technology, Telecom or Cable industries is also acceptable, combined with a proven interest in equity research
- Regularly publish reports, detailed discounted cash flow models that focus on the key drivers of the business, and in-depth research pieces, including the qualitative and quantitative analyses of your coverage’s Economic Moats
- Sound financial modeling skills and knowledge of business valuation techniques
- Experience in international stock administration (or extreme want to learn)
- Demonstrated ability to manage vendor relationship(s)
- Ensure that policies and procedures are being exercised and applied in the relevant service area
- Comprehensive understanding of stock plan administration practices and procedures within an international context
- Knowledge of stock-related accounting, legal, payroll, and tax issues
6
Experience For ICP Senior Equity Analyst Resume
- Show a constant interest in pushing Morningstar’s research methodology and business forward
- CFA or actively pursuing CFA designation consistent with department policy
- Support the Equity Team in managing the equity portfolio to satisfy the investment needs of the MetLife general account as well as third party clients
- Problem and Issue Management
- Researches, gathers and exchanges information regarding business trends, company developments and the economic climate as it relates to the team’s current and potential holdings
- Provide quantitative support for equity factor models
7
Experience For Senior Buy-side Equity Analyst Emerging Markets Resume
- Analyze relevant research for portfolio companies and for potential new
- Assists in preparation and filing of all SEC Form 3, Form 4, and Form 5 filings for Section 16 Officers\Directors and review of equity and stock compensation footnote preparation for the Company’s 10-Q and 10-K filings
- Rigorous grasp of the fundamental tools necessary to develop long-term supply & demand forecasts for various commodities
- Analyst Series 86/87 required or attainable within six months of hire
- Contribute to research material on your team’s coverage lists
- Assist in the preparation and review of business plans, property operating budgets, leasing proposals, appraisals/valuations, capital budgets, income reprojections and compliance
- Be an integral part of the dispositions team on selected assets; Prepare reports and documents for review by senior management and third-party clients
8
Experience For Senior Australasian Equity Analyst Resume
- Analyzes publicly available information, earnings reports, alongside internally-generated data to create investment mosaic. Estimate fair values for about 20 REITs and commercial real estate services companies. Companies include: JLL, and Ventas
- Gather and analyze industry data to develop a long-term industry vision, and write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage
- Three to five years of experience in sell side or buy side equity research; Alternatively, three to five years of real estate industry experience combined with a proven interest in equity research
- Create ongoing documentation for the fair value of the Company’s stock-based awards
- Prepare journal entries with respect to stock-based compensation activity
9
Experience For Global Financials Equity Analyst Resume
- Maintain documentation of quality control for all fair value calculations and award modifications
- Support the Managing Director of Financial Reporting in maintaining the Company’s financial reporting systems and policies with respect to stock-based compensation
- Work experience
- Able to think clearly and reach well-founded conclusions and articulate ideas crisply and concisely
- Analyze publicly available information, develop industry-relevant contacts and build internally-generated data to create investment mosaic, often with incomplete information
- Each role requires the analyst to estimate fair values for about 20 Technology companies
- Gather and analyze industry data to develop a long-term industry vision and write notes for a sophisticated and demanding client base in a timely, accurate, insightful manner. Analyze implications of fundamental industry developments for coverage
- Collaborate with colleagues by lending your financial, industry and investment expertise, including reviews of written research, financial models, moat presentations and other items as requested by your Director
- Three to five years of experience in sell side or buy side equity research; Alternatively, three to five years of technology industry experience combined with a proven interest in equity research
10
Experience For EYK Assistant Manager Private Equity Analyst Resume
- Summarize broker’s actionable recommendations and highlight relevant information
- Generate high conviction investment ideas for a variety of strategies across the risk spectrum. Contribute to the team’s discussions of individual ideas and the team’s overall portfolio strategies. And above all, generate alpha in the team’s portfolios
- Three to five years of experience in sell side or buy side equity research; alternatively, three to five years of industry experience combined with a proven interest in equity research
- Interface with Reward Operations, Total Rewards Center of Expertise (COE) and Corporate Governance & Securities to identify and implement administrative support to equity programs
- Administration and understanding of equity component of Long-Term Incentive (LTI) Program: manage calculation and processing of long-term incentive grants, amounts, and payouts, including, administering accruals/payments, driving the LTI nomination process, communicating with managers on LTI programs and guidelines
- Provide annual/cyclical configuration as needed in accordance with product IDs, grants, termination logic, international tax rates, agreements, plans, brochures, etc. and perform the necessary testing to ensure accuracy and success
- Advance computer skills and strong attention to detail
- Alternatively, three to seven years of Telecom, Cable or Technology industry experience combined with a proven interest in equity research
List of Typical Skills For an Equity Analyst Resume
1
Skills For Senior Equity Analyst Resume
- Advanced analytical skills and strong attention to detail
- Strong interpersonal skills – able to efficiently communicate with team, management teams & clients
- Strong quantitative skills with an attention to detail
- Possess independence, critical thinking skills, and a passion for investing, with a bias toward long-term fundamental research and investing
- Understands market sentiment and can demonstrate a track record of monetizing this experience
- Experience in analyzing several equity sectors, with preference to some exposure to Technology and/or Capital Goods
- Superior written and verbal communication skills, including the ability to speak professionally with company managers and institutional investors
- Exceptional financial modelling and valuation skills
- Exceptional communication, interpersonal, and analytical skills required
2
Skills For Associate Equity Analyst Resume
- Work effectively and comfortably in a team oriented, fast paced environment both within the department and across departments
- Prior work experience in the field of education, particularly urban public education
- Prior work experience in the public sector
- Results oriented team player. Emphasis on communication skills (both oral and written) and ability to handle multiple tasks
- Participating in group’s efforts to develop and prioritize the research agenda
- Demonstrates creative thinking resulting in market-leading research and perspectives
- Experience working with current BMS HR enabling systems: ServiceNow, Cisco telephony
- It is important that the person be a self-starter, capable of prioritizing tasks and following tasks through to completion without much oversight
- Knowledge of AddVantage trading system, Bloomberg, Morningstar, and/or FactSet is beneficial; good working knowledge of Microsoft Office is required
3
Skills For Infrastructure Private Equity Analyst Resume
- Experience in financial modelling of companies from working on the buy/sell side or from an accountancy background
- Has experience of building and maintaining team-based client service models
- Experience covering and investing in the international (non-U.S.) financials sector
- Demonstrable experience in building and using financial / valuation models
- Independent thinking coupled with a proven ability to work with - and make an impact in - an established team
- Proficiency in Excel. Programming or database experience helpful but not required
- Experience in investment banking or private equity
4
Skills For European Equity Analyst Resume
- Solid understanding of mezzanine/equity transactions
- Have an awareness of differences in the tax, legal and accounting rules of the various jurisdictions in which his/her customers operate
- Working experience at a well established securities company
- Strong excel financial modeling capabilities
- Demonstrates an understanding of Citi’s clients and has a clear proposal for how to meet their requirements
- Employment experience involving equity analysis
- Demonstrated aptitude in fundamental analysis and financial modeling
5
Skills For Equity Analyst, Liberty Mutual Investments Resume
- Demonstrates aptitude in fundamental analysis and financial modeling
- Strong working knowledge of equity plan administration rules and regulations
- Proven track record of success in generating alpha
- Demonstrated understanding of securities analysis, valuation methods, qualitative and quantitative techniques
- Excellent stock-picking ability
- Public or private financial services-related experience
6
Skills For ICP Senior Equity Analyst Resume
- Demonstrated ability in financial analysis, risk assessment and credit judgment
- Administrative and/or equity-related experience required
- Exhibit strong initiative, maintain attention to detail and follow up
- Exposure to or experience in global corporate environments highly desirable
- Strong attention to detail and ability to coordinate multiple projects simultaneously
- Demonstrate a high level of initiative and be very motivated
7
Skills For Senior Buy-side Equity Analyst Emerging Markets Resume
- Strong ability to think independently
- Demonstrates leadership and an ability to work collaboratively at both a regional and international level
- Experience of US share plan administration
- Understanding of advanced investment concepts and business writing is essential
- Maintaining and/or setting up relationships with international institutional clients and company board level
8
Skills For Senior Australasian Equity Analyst Resume
- Interacting with the senior management of ASX100 companies
- Coordinating with brokers, transfer agent and payroll
- Seeking a Senior Equity Analyst to join a long only large cap equity team based in Charlotte, NC
- Writing in-depth research reports on Benelux listed companies
- Assist with and deliver training, including taking the lead role in training for line staff and students
- Prepare options trades and other asset protection strategies for clients, communicate orders to executing brokers, and monitor prices during holding periods
- Ability and willingness to reflect on and improve on own performance, including continually developing cultural competence
- Work in an environment that is fast paced, changing and demanding
9
Skills For Global Financials Equity Analyst Resume
- Superior understanding of securities analysis, accounting, valuation methods, qualitative and quantitative techniques
- Assist in implementing new procedures for managing valuation data and produce documentation on new procedures
- Support the asset management team as needed in any asset dispositions, including coordinating sale effort with outside brokers
- Serve as office manager, including overseeing the Office budget
- Work in a growing and changing environment
- Work with PM’s including interviewing of Management Teams
10
Skills For EYK Assistant Manager Private Equity Analyst Resume
- Comprehensive knowledge and understanding of products and related policies and knowledge of operations
- Completion of or working towards completion of the CFA Institute’s Chartered Financial Analyst (CFA) designation
- Undergraduate Degrees in Geophysical Engineering
- Works well in a team setting and receptive to feedback
- Advanced knowledge of Google and/or Microsoft Office products, including Word, Excel, and PowerPoint, and Google Mail, Docs, Sheets, Slides, and Drive
- Provide detailed company and financial analysis of publically traded real estate companies and related firms (e.g., homebuilders, building materials)
List of Typical Responsibilities For an Equity Analyst Resume
1
Responsibilities For Senior Equity Analyst Resume
- Strong project management skills and the ability to work independently
- Supports coordination and execution of annual upgrade, design, integration and end-to-end testing of the systems for delivering the equity program(s)
- Ensure the indicative demographic and tax files to be used in processing are timely and accurate
- Act as point of contact for escalation and resolution of Tier 2 queries, issues as well as interpretation of policies relating to the equity program
- Generates on-going management and legal reports in the equity administration space as required
2
Responsibilities For Associate Equity Analyst Resume
- Confirm that tax information used in the processing of equity is current and accurate
- Act as a liaison between Mobility and Fidelity in the accurate and timely processing of awards for mobile employees
- Hard working with high level of integrity and ambition
- Responsible for tools and procedure to run equity operations not supported by systems
- Maintains the policy and procedure documentation
3
Responsibilities For Infrastructure Private Equity Analyst Resume
- Supports in-depth evaluation and analysis of country proposals for new equity plans and/or changes to existing plans and assesses the implications from an operations perspective
- Coordinates with HR, Payroll and other departments to communicate changes as and when they occur
- Audits eligibility and ensures compliance with the required regulations
- Maintains documentation/records of equity payouts in compliance with the defined legal and organizational requirements
- Calculates pro-rata restricted stock shares for employees upon the request of HRBPs, COE, or Management
- Support the monthly and quarterly equity, financial reconciliation process
- Manages day-to-day vendor and third party relationships to support the equity program
- Develop expertise in navigating/reporting within the Fidelity system for equity and understanding the integration to the other US components of benefits which include pension, savings and HSA (Healthcare Savings Account) if applicable
- Become an expert in the equity system: Fidelity
4
Responsibilities For European Equity Analyst Resume
- Work independently as well as collaboratively within internal and external team environments
- Experience with public company equity and compensation program, including regulatory filings, with experience collaborating regularly with internal Finance and Tax
- Able to multitask, meet deadlines, and bring creativity to the role
- Advanced skills with analytic tools, especially MS Excel, with proficiency in formula-based functions such as VLOOKUPS, macros, data manipulation and pivot tables
- Strong follow-up skills; ability to organize applicable department timelines and follow-up with internal and external customer needs
- Able to maintain focus on data accuracy and detail orientation
- Able to maintain the utmost vigilance in the protection of confidential data and sensitive information
- Initiate and sustain high-level and differentiated fundamental equity analysis of publicly traded companies within the health care sector
5
Responsibilities For Equity Analyst, Liberty Mutual Investments Resume
- Energetically pursue diligent equity research through various sources of information
- Create comprehensive financial models and valuation analysis
- Generate and vigorously communicate value-added buy, sell and hold recommendations on individual securities as well as views on the attractiveness of industries
- Superior understanding of securities analysis, valuation methods, qualitative and quantitative techniques
- Proactively participate in all research meetings with portfolio managers
- Work well independently and as a member of a team which includes the ability to be flexible and adaptable
- Investigate merits of individual securities (equities, mutual funds, ETFs) for potential inclusion in client portfolios
6
Responsibilities For ICP Senior Equity Analyst Resume
- Lead management of Wealth Accumulation portfolio investment management process
- Report and defend investment recommendations to the Investment Team
- Analyze publicly available information, develops industry-relevant contacts and builds internally-generated data to create investment mosaic, often with incomplete information
- AT&T, Verizon, Sprint, T-Mobile, Comcast, DISH Network, American Tower, Crown Castle International, SBA Communications, and CenturyLink
- Gather and analyze industry data to develop a long-term industry vision, and write notes for a sophisticated and demanding client base in a timely, accurate, insightful manner. Analyze implications of fundamental industry developments for coverage
- 15 – 25 years of relevant experience with at least 10 years covering Financials on the buy side
7
Responsibilities For Senior Buy-side Equity Analyst Emerging Markets Resume
- REIT or real estate investment experience
- Strong knowledge of the financial markets
- Idea generation based on deep fundamental analysis, including valuation using our proprietary EVA model
- Stay current on portfolio holdings within coverage area of all US equity funds
- Research, understand and communicate key drivers, whether macro or micro, of coverage industries
- Write research reports on new ideas
- Write research notes on important management meetings, company news and insights for stocks we own
- Exceptional knowledge of the financial sector and the constituent companies
- Work independently with the context of a global sector team
8
Responsibilities For Senior Australasian Equity Analyst Resume
- Assist with fundamental research across the utility and resource/commodity sectors in Europe
- Work closely with the lead analyst to generate high conviction investment ideas for a variety of strategies across the risk spectrum
- Contribute to the team’s discussions on individual ideas and the team’s overall portfolio strategies, and above all, generate alpha in the team’s portfolios
- Strong fundamental analytical skills
- Strong quantitative and analytical skills developed ideally in a corporate or professional services firm
- Experience but there is flexibility in the scope of the role to suit more experienced candidates
- Accountancy qualifications or experience highly desirable
- Exercises good judgment coupled with the ability to make decisions quickly
- Relevant International Consumer Staples research experience at buy-side or sell-side firms
9
Responsibilities For Global Financials Equity Analyst Resume
- Equity research experience
- Seasoned and proven judgment and thought process in the field of research
- Consistent and strong investment performance
- Integrity, an inquisitive mind and evidence of a clear interest in investment markets
- Assisting in the development of company valuations
- Assisting in the presentation of investment recommendations to team
- Conducting written company research and financial analysis including financial modelling
- A passion for the markets and investing
10
Responsibilities For EYK Assistant Manager Private Equity Analyst Resume
- Possesses an affinity for intelligent risk taking
- Original and independent thinker, able to work in a team environment
- Analyze publicly available information, earnings reports, and internally generated data to create an investment mosaic. Estimate fair values for approximately 20 diversified industrial companies
- Actively marketing research reports toward institutional investors in Europe and North America
- Participate in ECM pitches and IPO projects
- Lead equity surveillance and monitoring activities to ensure proper monitoring of corporate actions, mergers, and notable market events impacting all UIT portfolios and ensure timely and effective communication to Portfolio Managers
- Contribute and research new ideas through both independent and management directed research projects as part of the portfolio construction and new product development process
- Support investment activities related to UIT equity portfolios, including performance reporting and attribution, assisting with marketing initiatives, strategic planning, and portfolio commentary
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