eFinancialCareers

TIMOTHY WU, CFA
23 Dice Way #8H • New York, NY 10001 • 000-000-0000 • timothy.wu@efinancialcareers.com

Senior Equity Research Analyst with 8 years of sell-side experience in industrial and energy sectors

SUMMARY OF QUALIFICATIONS - Comprehensive understanding of finance and accounting, including valuation analysis.
- Adept at determining trends and risk factors by interpreting financial statements and performing quantitative financial analysis. Strong understanding of securities.
- Experience creating financial models, such as cash flows, balance sheets, and forecasts.
- Proven track record effectively managing staff.
- CFA certification with series 7, 63, 86, and 87 licenses.
- Superior written, communication, presentation, and interpersonal skills

PROFESSIONAL EXPERIENCE ABC COMPANY, NEW YORK, NY 2007 – Present
Senior Equity Research Analyst
- Perform research and analysis (R&A) of publicly-traded corporations in building-products sector with total market capitalization of $1.5 billion.
- Analyze financial data and conduct valuation and market analyses to identify current and long-term corporate and industry trends.
- Design and manage financial models and provide investment recommendations based on forecasts.
- Write detailed thematic and industry-based research reports for assigned companies.
- Develop and maintain strong relationships with market professionals.
- Manage 4 analysts, setting both day-to-day and long-term employee objectives.

DEF CORPORATION, NEW YORK, NY 2004 – 2007
Equity Research Analyst
- Conducted R&A of companies within Asia’s oil, gas, and petrochemical sectors.
- Generated corporate and industry reports on various companies for distribution to DEF Corporation’s sales team and clients.
- Maintained financial models, including balance sheets and forecasts.
- Updated and managed PowerPoint marketing presentations for Senior Equity Research Analysts.
- Interviewed management and external industry contacts to conduct published research.

HJK INVESTMENT BANK, NEW YORK, NY 2001 – 2004
Associate Research Analyst
- Analyzed forecasted income statements, balance sheets, and cash flows to determine trends and risk factors. Provided recommendations to senior analysts.
- Developed reports in Access to help evaluate investment strategies for energy sector. Conducted equity research and performed analysis.
- Researched competitive dynamics within industry to help identify emerging trends, underappreciated investment opportunities, and relative corporate positioning.
- Aided in due diligence, including industry analyses. Wrote notes and company/industry reports.

TECHNICAL SKILLS
Microsoft Office (Excel, PowerPoint, Word, Outlook), Access, Bloomberg Professional, DataStream

EDUCATION AND CERTIFICATIONS
New York University, New York, NY; Bachelor of Arts in Finance, Minor in Accounting (2001)
- CFA Charter; Awarded 2005
- Series 7, 63, 86, and 87 licenses

Keywords: securities analyst, securities research, equity analyst, risk analyst, equity quantitative analyst