Global Investment Research Resume Sample
Omer Greenfelder
93497 Ambrose Squares,
New York,
NY
+1 (555) 377 3683
Work Experience
Human Capital Management Experienced Hire Recruiting Team Global Investment Research Coverage Associate
02/2018
-
PRESENT
Detroit, MI
- Developing relationships with internal and external clients including company
- Listen to and produce briefing notes on companies’ conference calls
- A proactive approach and the ability to meet aggressive deadlines
- “Clearance”: Identify all companies named in a report to check for any legal or policy restrictions, liaising with the firm’s Compliance officers as necessary
- Deliver recruitment solutions in line with the firm’s business principles, drive divisional diversity efforts and initiatives
- Maintenance of client data bases
- Assisting with the development of business plans for our core clients
Global Investment Research
07/2014
-
08/2017
Boston, MA
- Regular monitoring and reporting on analyst / client interactions
- Review and analysis of client feedback
- Monitoring and regular reporting on departments performance with a variety of key metrics (eg stock coverage)
- Assisting with management strategies/MIS projects and ad-hoc business administration
- Dealing with ad-hoc data requests from Management and other Divisions, and tracking of stock coverage versus targets
- Listen to and produce briefing notes on companies’ conference calls and analyst briefings
- PhD training in macroeconomic analysis, with a strong econometrics background
- Listen to and produce briefing notes on companies? conference calls and analyst briefings
- Manage the editing and production process from point of submission to point of distribution as well as work on ad hoc projects
Technology Gir Technology Global Investment Research Technology Web Front End Developer
12/2009
-
05/2014
Houston, TX
- Ensure that research adheres to both regulatory and firm requirements and meets the highest standard of quality of editorial/compliance procedures, writing, templates and publishing systems
- Engage with lead research analysts and their teams to improve the quality of published research
- Manage workflow, record production details and edit reports and comments using proprietary applications
- Develop strong industry and company knowledge
- Interpret data and perform analysis on market , economic, and industry trends
- Write reports/notes on companies under coverage
- Update and maintain monthly reports, marketing books, weekly reports, and valuation sheets
- Contribute to the generation and execution of investment ideas
Education
Silicon Valley University
2004 - 2009
Bachelor's Degree in Computer Science
Professional Skills
- Experience in accounting and/or financial analysis, strong preference for experience analyzing the financials sector
- Prior work experience in research-related roles; proven ability to publish original and thought-provoking research
- Excellent analytical skills - knowledge of accounting, finance, and valuation
- Excellent interpersonal and communication skills; ability to listen and synthesize the needs of end users and adapt training accordingly
- Advanced skills in Excel with VBA/Coding experience
- Highly organised with strong time management and interpersonal skills
- Strong writing, communication and presentation skills in both English and Japanese
How to write Global Investment Research Resume
Global Investment Research role is responsible for english, interpersonal, research, training, retail, finance, credit, securities, database, recruiting.
To write great resume for global investment research job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Global Investment Research Resume
The section contact information is important in your global investment research 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 Global Investment Research Resume
The section work experience is an essential part of your global investment research 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 global investment research responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular global investment research position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Global Investment Research resume experience can include:
- Good communication and interpersonal skills both verbal and written with internal and external clients
- Outstanding written and verbal communication skills (fluency in English language is vital)
- Experience with financial modelling, DCF valuations, financial statement consolidation, reporting required
- Provide guidance and coaching to junior team members to build technical and soft skills
- Teamwork: Gives evidence of being a strong team player and collaborates with others within and across teams
- Related experience in accounting and/or financial analysis, preference for sell side investment research experience in the Financials Sector
Education on a Global Investment Research Resume
Make sure to make education a priority on your global investment research resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your global investment research 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 Global Investment Research Resume
When listing skills on your global investment research 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 global investment research skills:
- Strong interpersonal and communication skills (written and verbal) and ability to
- Strong writing and communication skills in both English and Mandarin
- Strong verbal and written communication skills in Portuguese and English
- Strong communication and interpersonal skills - both verbal and written
- Excellent communication and interpersonal skills - both verbal and written
- Excellent communication (verbal and written) and interpersonal skills required
List of Typical Experience For a Global Investment Research Resume
1
Experience For Global Investment Research, Equity Research Resume
- Work both independently and to coordinate/interact effectively in team settings
- Experience in accounting and/or financial analysis, strong preference for sell side credit research
- Experience marketing to Asset allocation focused investors and other “go anywhere” funds that can invest across the capital
- Creating commercial, impactful product, showcasing the best of GS research, joining the dots between macro and micro themes
- Building and maintaining models and datasets using advanced Excel
- Providing daily market colour for external and internal client groups, leveraging Investment Research content
2
Experience For Human Capital Management Experienced Hire Recruiting Team Global Investment Research Coverage Associate Resume
- Developing strategies to maximise the impact of GS thought leading research amongst various stakeholders
- Developing relationships with internal and external clients including global sector teams
- Locating and organizing data for use in internal publications and presentations
- Writing thought leading research
- Generating unique, thematic written research
3
Experience For Technology Gir Technology Global Investment Research Technology Web Front End Developer Resume
- Curating Goldman Sachs Investment Research for use by a wide range of stakeholders
- Engaging with traders, equity salespeople and research analysts to maximise commercial impact of GS research
- Engaging with internal and external clients on GS global research content
- Auditing macro and industry data and statistics to draw cross-region and cross-sector investment trends
- Keeping on top of company results and updates to build thematic exposure baskets
- Administering the teams’ macroeconomic databases and forecasts
- Updating internal models and forecasts
- Preparing charts for GS research publications/presentations
- Handling client requests in a timely and efficient manner
4
Experience For Global Investment Research Portfolio Strategy Associate Resume
- Preparation and delivery of a wide variety of training including new hire, rollout-based training and on demand one on one sessions
- Develop software code supporting our growing client feed infrastructure
- Over time, assist in interpreting and commenting on economic data releases , and present economic/market views to internal and external clients
- Enthusiasm for research – challenging conventional wisdom and getting the right answer
- Work closely with the business and management to create and incorporate key business messaging into the learning curriculum
- Design, implement, and support the division’s business intelligence reporting interfaces
- Develop a deep understanding of our global client base and service platform via GIR?s proprietary data sets eg. broker votes and client interactions
- Design, implement, and support the division's business intelligence reporting interfaces
- Liaise with User Acceptance Testing team to test new features
5
Experience For Global Investment Research Commodities Economist Resume
- Perform data quality checks on pricing and corporate action events
- Work closely with global GIR offices to define and implement consistent workflow around the management and reporting of coverage data
- Support broker vote reporting for regular and ad-hoc requests from GIR Management teams
- Manage permissioning of clients to access GIR published research on various platforms
- Detailed audit of year-end Scorecard reports to ensure accuracy of metrics and to ensure that calculations and quartiles are functioning properly
- Interest in learning about a wide range of financial, regulatory and economic topics role
- Assist in preparation of publishing charts and reports
- Work with analysts to establish best practices for the authoring and distribution of research content
6
Experience For Global Investment Research Technology Resume
- Provide post-training support to ensure correct usage of systems/software
- Conduct user acceptance testing for new enhancements and products
- Provides administrative support in a complex team environment to a group of senior covering analysts and their teams
- Respond to bespoke requests and develop presentations for marketing meetings
- Judgement and Problem solving - Thinks ahead and finds alternative solutions and identifies clear objectives. Sees the big picture
- Respond to ad hoc requests from clients, sales, and traders
- Promote, sell and market the team’s research to Goldman Sachs’ core client list via regular telephone contact, face to face contact and road shows
- 1) To work closely with the Tactical Research team, the Directors of Research, the Investment Review Committee members and potentially other teams to develop tools
7
Experience For Global Investment Research Non-financials Equity Research Resume
- 3) To communicate the conclusions of your work to the team, and potentially clients
- Generate unique, thematic written research
- Develop quantitative models to forecast economic growth, inflation, and interest rates
- Fluency in Turkish and/or Arabic would be an advantage
- Be responsible for the specific analysis of individual companies and their equities within the Asian conglomerates and gaming sectors (publishing reports, initiating sales calls and marketing investment opinions)
- Produce regular reports summarizing findings and predictions, as well as responsible for the sector news flow and contributing to overall sector views/pieces
- Develop financial models and interpret data and analysis on market, economic and political events
- Manage and develop “Extract, Transform, Load” (ETL) processes for the division’s large data
8
Experience For Returnship Global Investment Research Resume
- Masters or PhD in Economics desirable
- Liaise with regional management counterparts and research analyst teams to ensure the quality and accuracy of client interactions
- Engage in opportunities to run case studies to provide recommendations that enhance analysts? relationships with our most important clients
- Manage and develop "Extract, Transform, Load" (ETL) processes for the division's large data sets
- Critically analyze divisional data to identify anomalies, trends, and ensure accuracy
- Work closely with division stakeholders to expose actionable and timely business metrics Infrastructure Development
- Work with Research Analysts to develop new financial metrics in the division's financial database
- Provide insights to build and automate workflows
- Work closely with the application development team to enhance GIR systems
9
Experience For Global Investment Research, Data Scientist Resume
- Be responsible for the specific analysis of individual companies and their equities within the Healthcare sector in Australia (publishing reports, initiating sales calls and marketing investment opinions)
- Train and develop Global Investment Research team members on overall editorial/compliance procedures, writing, templates and desktop publishing product-related systems
- Data entry and maintenance of GIR coverage information for equity securities and credit issuers, globally
- The collection, interpretation and entry of broker vote and client feedback data
- Ensure the data integrity and quality of the data that is entered into the Global Broker Vote system
- Maintain contact and interest details of our clients in smaRt, the GIR CRM database
- Assist in UAT/project management of year-end audit
10
Experience For Global Investment Research, Cross Resume
- Research and write on the interaction between capital markets, regulation and economic growth, principally the role of markets in supporting economic growth, the economic impact of financial regulation and the ongoing evolution of financial markets
- Work with teams across the division / firm on a variety of projects
- Think creatively, take on unstructured assignments, work on a wide range of topics concurrently and work well with teams across the division / firm
- Support senior analysts with data preparation and analysis
- Maintain and enhance analytical models
- Work with key stakeholders across the business and technology to create and maintain user guides
List of Typical Skills For a Global Investment Research Resume
1
Skills For Global Investment Research, Equity Research Resume
- Related experience in accounting and/or financial analysis, preference for sell side investment research experience
- Demonstrated interest or previous experience in the Life Insurance sector
- Demonstrated interest or previous experience in the Information Services sector
- Demonstrated interest or previous experience in the biotech sector
- Strong equity research experience required
- Coding experience in business intelligence platforms (i.e.Qlikview, Tableau)
- Experience analyzing, creating and marketing investment ideas [maybe make this a little more general]
- Experience with fundamental analysis as well as analyzing, creating and marketing investment ideas
2
Skills For Human Capital Management Experienced Hire Recruiting Team Global Investment Research Coverage Associate Resume
- Experience analyzing, creating and marketing investment ideas
- Experience and willingness to work in a fast-paced environment multitasking between user support, troubleshooting and training
- Related experience within investment research (sell side or buy side), investment banking, or management consulting, preferably in Utilities sector
- Related experience within credit sales or merchandising, trading, sell side investment research or asset management
- Related experience at a financial services firm in sales/trading, research, investment banking or capital markets
- Strong understanding of the internet and gaming sector and macro economy
- Strong understanding of the ANZ Mining sector and macro economy
- Related experience within sell side investment research, preferably in Homebuilders & Building Products sectors
3
Skills For Technology Gir Technology Global Investment Research Technology Web Front End Developer Resume
- Related experience in accounting and/or financial analysis, preference for sell
- Strong understanding of Australia Healthcare industries and macro economy
- Experience in equity research, investment banking, and/or the Chemicals industry
- Experience in equity research, investment banking, and/or the semiconductors industry
- Strong understanding of the China Commodities sector and macro economy
- In person and remote user training experience
- Strong understanding of the Chinese Autos sector and macro economy
4
Skills For Global Investment Research Portfolio Strategy Associate Resume
- Good understanding of the global biopharma industry
- Experience in excel and working with financial models an advantage
- Investment banking/financial services industry experience required
- PhD training in economics or Master’s in economics with extensive experience in macroeconomic research OR
- Experience in Equity Research or equivalent (i.e. Investment Banking)
- Related experience within sell side investment research, preferably in Utilities sector
- Experience in financial services, preferably within equity or credit research
5
Skills For Global Investment Research Commodities Economist Resume
- Experience in financial services or related fields
- An effective and open communicator
- Related experience within sell side investment research
- Experience in financial services, preferably within equity or credit research
- Previous experience as a Supervisory Analyst
- +5 years’ experience in single stock/index volatility or related areas (e.g. ETFs, systematic strategies)
6
Skills For Global Investment Research Technology Resume
- Demonstrated interest in the financial services sector
- Demonstrated interest in the automobiles sector
- Demonstrated interest in the TMT sector
- Demonstrated interest in the Consumer/Retail sector
- Related experience within sell side investment research
7
Skills For Global Investment Research Non-financials Equity Research Resume
- Demonstrated interest in the Healthcare sector
- Related experience within sell side investment research
- Demonstrated interest in the Insurance sector
- Demonstrated interest in the Retail sector
- Demonstrated interest in the Software sector
- Demonstrated interest in the Chemicals sector
- Demonstrated interest in the Semiconductors sector
- Proven ability to rapidly learn new software
8
Skills For Returnship Global Investment Research Resume
- A proactive approach and a high level of enthusiasm; strong team orientation
- Relevant work experience
- Previous experience as a Supervisory Analyst
- Strong understanding of the Chinese Internet sector and macro economy
- Experience in investment research, financial modelling and analysis
- Extensive experience within the cancer/oncology research field
9
Skills For Global Investment Research, Data Scientist Resume
- Develop strong relationships and have regular communications with the Equities sales force and traders, clients and companies' management
- Develop strong relationships and have regular communications with the Equities sales force and traders, investors, clients and companies' management
- Working with designers on information graphics, videos, packaging, slide-shows and other alternative ways of presenting and displaying information
- Assisting in compilation and writing of thematic sector and company research reports and investment recommendations for our clients –
- Working knowledge of accounting, finance and valuation
- Collaborating with Research analysts to write fundamentally driven options investment ideas using quantitative and qualitative analysis
10
Skills For Global Investment Research, Cross Resume
- Contributing to other members of a diverse team covering a wide range of derivatives and convertibles
- Supporting the Global Management team in strategic initiatives including the implementation of regulatory changes
- Developing actionable 'quantamental' research ideas and marketing those to our client
- Communicating with the derivatives/equities sales force, derivatives/equity traders and a wide range of clients
- Enjoys networking and developing and maintaining relationships across a wide range of divisions and desks within Goldman Sachs
- 2) To contribute through their analyses to writing and publishing research reports and presentations related to these themes
List of Typical Responsibilities For a Global Investment Research Resume
1
Responsibilities For Global Investment Research, Equity Research Resume
- Strong understanding of the Chinese Banking sector and macro economy
- Masters or PhD training in macroeconomic analysis, asset pricing, corporate finance, and/or econometrics
- High level of interest in analyzing the listed markets
- Familiarity with messaging technologies such as: AMQP, JMS, Rabbit MQ, Active MQ
- Deep understanding of China financial industries and macro economy
- Respond quickly to changing situations is a requirement
2
Responsibilities For Human Capital Management Experienced Hire Recruiting Team Global Investment Research Coverage Associate Resume
- Work both autonomously and in a close team setting
- High motivation ? we are looking for a self-starter with an entrepreneurial spirit and a genuine interest in business and the financial markets
- Proficiency in the use of external databases including Bloomberg, Reuters, Haver, CEIC
- CFA qualification, and/or Bachelors or Master's in technology or in /finance/ accounting
- Create a structured training program/curriculum
- Advanced knowledge of the following applications: MS Office (Outlook, Excel , Word, Power Point, SharePoint 2013)
3
Responsibilities For Technology Gir Technology Global Investment Research Technology Web Front End Developer Resume
- CFA qualification, and/or Bachelors or Master's in finance/ accounting
- Flexibility in our business and what it requires of us are constantly evolving; we seek individuals keen to adapt and thrive in an environment of change
- Work with users to troubleshoot common issues in MS Office and proprietary software
- Escalate and own production issues through to resolution
- Synthesis complex ideas in a concise, commercial written form
4
Responsibilities For Global Investment Research Portfolio Strategy Associate Resume
- Attend client meetings with their senior analysts
- Manage the translation/product review process as well as work on ad hoc projects
- Relevant financial qualifications advantageous (NYSE Series 16, CMA, CFA)
- Proficiency in use of Microsoft desktop software: Word, Excel, Outlook
- High motivation: a self-starter with an entrepreneurial spirit, a genuine interest in business and the financial markets, and the desire to broaden his or her skill base through study
- Ideally university graduate. Goldman Sachs is an equal opportunity employer
- Prepares and distributes correspondence, memos, letters, reports or other documents as requested
- Regular written commentary on interest rate markets
5
Responsibilities For Global Investment Research Commodities Economist Resume
- Two-year program with a focus on
- Provide integral support to single stock or thematic research teams
- The program with a focus on
- See the big picture, to look at the structure, arguments, and balance of a report and suggest practical ideas for enhancing the report’s commercial effectiveness
- Position has upside potential to stand alone stock coverage in time
- Professional and positive attitude to work
6
Responsibilities For Global Investment Research Technology Resume
- Multi-task and remain composed under pressure
- Facility with econometric analysis such as multiple regression, autoregressive models, vector autoregression, panel regression and principal component analysis
- Related experience at a financial services firm, preferably within investment research (sell or buy side), investment banking or financial accounting
- Fluency in Spanish would be an advantage
- Knowledge of Goldman Sachs’ businesses and systems
- High motivation - we are looking for a self-starter with an entrepreneurial spirit, a positive approach, and a genuine interest in business and the financial markets
- Demonstrated interest or previous experience in the Managed Care & Facilities sector
- Solid analytical ability with experience in Excel
7
Responsibilities For Global Investment Research Non-financials Equity Research Resume
- Experience in equity research, preferably within the LatAm Telecom & Technology sector
- Relevant application support experience
- Flexibility - our business and what it requires of us are constantly evolving; we seek individuals keen to adapt and thrive in an environment of change
- See the big picture - to look at the structure, arguments and balance of a report and suggest practical ideas for enhancing its commercial effectiveness
- Experience in investment research, financial modelling and analysis
8
Responsibilities For Returnship Global Investment Research Resume
- Additional training (e.g. Masters or PhD) in economics
- Knowledge of statistical software such as eViews /SAS / MatLab / R
- Fluency in Mandarin Chinese and/or other regional languagues
- Familiarity with digital platforms and ability to "think outside the box" about new ways to curate and deliver research to the Street
- Interest in markets and what moves them on a daily basis
- Work in a fast-paced high-energy environment
- Innate curiosity and interest in new technologies
9
Responsibilities For Global Investment Research, Data Scientist Resume
- A high level of proficiency in English and Japanese
- A self-starter with an entrepreneurial spirit and a genuine interest in business and the financial markets
- See the big picture to look at the structure, arguments and balance of a report and suggest practical ideas for enhancing its commercial effectiveness
- Willingness to consider sitting Series 7 and Series 4 (registered options principal) exams Goldman Sachs is an equal opportunity employer
- Be responsible for the specific analysis of individual companies and their equities within the Telecommunications sector in Australia (publishing reports, initiating sales calls and marketing investment opinions)
10
Responsibilities For Global Investment Research, Cross Resume
- Produce regular reports summarizing findings and predictions, as well as responsibility for the sector news flow and contributing to overall sector views/pieces
- Familiarity with deep-dive analysis, market/company analysis, financial/operational analysis, company/peer/industry benchmarking required
- Create and contribute to thematic cross sector and industry /cross-asset research pieces
- Leverage proprietary databases to draw investment conclusions from covered company data
- Conduct in depth analysis and interpret market events, data and trends
- Interact with the Securities Division and external clients
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