Вы находитесь на странице: 1из 2

Jill Yael Peer-Weiner

415 Terhune Road Princeton, New Jersey 08540 (609)921-3985 ypipano@gmail.com SUMMARY New York University Business School Graduate with specialized analytical and communication skills relating to all facets of the investment process in investment consulting and management. Areas of expertise are risk/performance of investment portfolios, SEC compliance, client communication, and individual company research and analysis. WORK HISTORY 2002-2006 Research Associate - Hedge Fund Candlewood Capital Management, LLC Princeton, NJ Researched themes, industries and ideas for security selection using trade journals, company and industry websites, and discussions with company management, competitors, customers and suppliers. Established relationships with companies in the telecommunications, entertainment, agricultural, glass/packaging, paper, metals, mining and energy sectors, as well as created models and matrices for companies within the portfolio to analyze various sensitivities/scenarios and quantify risk. Utilized balance sheet and income statement analysis along with quarterly conference calls and models prepared by various analysts to evaluate future earnings and target share prices. Prepared valuation, cash flow and short interest reports on holdings using Baseline information and tracked EBITDA changes. Customized company stock price charts with trade details and the value added by trading calls. Developed and conducted risk and performance analysis for internal review and client communications, including: - Daily snapshot of portfolio exposure (delta and beta adjusted), performance of long/short positions and their return on capital, risk adjusted returns and analysis of top contributors/detractors over various time periods for hedge fund managers (Classic US Equity Long/Short). - Weekly review of portfolios liquidity profile, market capitalization structure, largest holdings, industry exposure trends and most volatile holdings. - Enhanced firms risk and performance analysis methodologies by interfacing with fund managers and prime brokerage. - Prepared Monthly client materials such as capital balance and statistical portfolio reviews covering long/short exposure, top holdings, sector distribution, contribution to return and relative performance analysis. - Detailed responses to client/prospect questionnaires and due diligence requests. Completed quarterly SEC filings (13F, 13G) and coordinated corporate action activities. Coordinated meetings with clients, CEOs and investor relations department heads of companies researched and research analysts. 1995-2000 Senior Financial Analyst Hamilton & Company Princeton, NJ Created client specific investment objectives and guidelines, implemented investment strategies, and compiled data for investment manager searches. Monitored external investment managers for pension, endowment, foundation and trust clients. Conducted in-depth analysis of equity, fixed income, and international holdings, cash equivalents, real estate, and insurance contracts. Identified key determinants of clients performance results, which detailed performance attribution analyses for stock and bond holdings, and industry sector analysis for equity holdings. 1992-1994 Senior Financial Analyst The Segal Company (Segal Advisors) New York, NY In a supervisory capacity, evaluated the investment performance of investment managers for US and Canadian pension fund clients. Evaluated junior analysts for senior management reviews. Conducted manager searches and asset allocation studies. In addition to supervised accounts, prepared monthly, quarterly, and annual performance reports for 15 clients with assets in excess of $5.0 billion.

1992 Senior Investment Performance Analyst Dean Witter Reynolds, Inc. New York, NY Trained and presented to regional top account executives on the resources/services Dean Witters Investment Consulting Services (ICS) group, and on ways to improve existing client relationships. Prepared investment performance reports and asset allocation studies (using Russell) for individual and institutional clients. Created requests for proposal responses and marketing materials. 1989-1992 Financial Analyst The Segal Company (Segal Advisors) New York, NY Prepared performance evaluation reports, manager searches, and cash flow analysis for pension fund clients. Prepared comparative statistics for real estate companies. 1987-1989 Portfolio Accountant The Bank of New York New York, NY Prepared bid pricing and periodic reports for Merrill Lynchs GNMA and SBA loans. Monitored each loans status on a monthly basis. EDUCATION B.S., Finance & International Business double major, NYU School of Business. Completed The Segal Companys training program covering performance evaluation, investment strategy, manager search and selection, legal issues, consulting skills, and marketing & product development. Completed one third of the MBA Program at NYU Graduate School of Business. Passed Series 7 Examination. Passed the Level I & II of the Chartered Financial Analyst Examination. Member of 100 Women in Hedge Funds, a global association of more than 8,000 professional women, contributing to the investment industry and community with unique educational programming, professional development initiatives and philanthropy. SKILLS Baseline, Bloomberg, Value Line, Goldman Sachs and Morgan Stanley Prime Brokerage Systems, Russell, Advent, Excel and macros programming, Microsoft Word, and Harvard Graphics. Fluent in English and Hebrew and working knowledge of French.

Вам также может понравиться