Apply Buddy
support@applybuddy.ai | (123) 456-7899 | Silicon Valley, CA
Professional Summary
Investment analyst and CFA Level II candidate supporting portfolio decisions through rigorous equity research, valuation modeling, and attribution. Detail-oriented and disciplined about risk and process.
Professional Experience
- Built DCF and comparable-company models across a 40-name equity coverage universe for the PM.
- Produced monthly performance attribution isolating allocation, selection, and currency effects.
- Leveraged Bloomberg and FactSet to automate a weekly exposure and risk dashboard.
Skills
Equity Research, DCF & Valuation, Financial Modeling, Bloomberg / FactSet, Attribution Analysis, Risk Analysis, Asset Allocation Support, Excel / VBA
Education
Certifications
- CFA Level II Candidate
- SIE - Securities Industry Essentials
- Series 65 (Investment Adviser Representative)