New York, New York, United States
Investment strategist for BlackRock active systematic strategies for wealth and retirement. Content Intended for U.S. Audience. Disclosures: http:// bit.ly/ 2vmehgr
• Analyzed and tracked swaps, futures, and other securities for North America and EMEA legal entities and clients while reporting foreign exchange exposure and risk • Created monthly expense analysis reports using Excel and other data manipulation tools to ensure that proper detail was included in reporting packages • Applied metric analysis and data mining to report creation/ maintenance
• Participated in stock selection process by assisting the investment team in fundamental analysis • Participated in and took notes during conference calls, as well as company, analyst, and strategist meetings • Assisted in quarterly earnings analysis by monitoring consensus estimates and updating company models • Compiled and distributed notes on changes within portfolios, economic data releases, and stock specific news items • Updated and distributed daily portfolio models and maintained stock watch lists • Created financial models to be used in fundamental analysis
• Analyzed quantitative social media data and improved audience receptivity • Researched and completed due diligence • Prepared and presented presentation of analysis • Organized all components of previous and current projects undergone within the company • Revamped and implemented company’s social media presence