Sentences with phrase «conducts portfolio analysis»

He conducts portfolio analysis and provides opinion work.

Not exact matches

Portfolio managers don't have time for such research, but they conduct similar independent analysis before making an investing decision.

In general, we employ professionals that enhance our core competencies — conducting research in security selection and market analysis, managing portfolio investments, and communicating with shareholders.

She helps conduct due diligence on new investments and assists with analyses for existing portfolio companies.

They conducted a detailed analysis of the academy's portfolio to determine their requirements, which resulted in a tailor - made solution in line with Education Funding Authority (EFA) requirements.

In 1996, with support from the Alfred P. Sloan Foundation, Dr. Bailey established the Community College Research Center (CCRC) at Teachers College, which conducts a large portfolio of qualitative and quantitative research based on fieldwork at community colleges and analysis of national - and state - level datasets.

As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.

Create detailed financial and operational models for current and potential portfolio companies to conduct intricate financial and valuation analyses.

(Note that some people try to overcome this limitation by conducting an analysis that uses multiple overlapping segments of historical risks and returns data and then identifying the optimal portfolio among all possible outcomes.

We help companies, investment banks and venture capitalists achieve their business goals and protect their intellectual property rights — both externally and internally — by conducting landscape analyses of competitors» patents, as well as clearance studies and patent portfolio audits.

He has experience conducting patent portfolio analysis and Freedom to Operate research, as well as patent searches and landscape analysis.

Intellectual Property Protection: drafts and prosecutes complex patent applications in US and foreign jurisdictions, drafts third party submissions and protests to challenge competitor applications, represents clients in appeals to the Patent Trial and Appeal Board, drafts supplemental examination requests, designs and analyzes patentability and freedom to operate searches, conducts due diligence analysis and provides general counseling regarding intellectual property portfolio management and patent prosecution strategy.

In the realm of litigation, the utilisation of patent analytics enables patent practitioners to conduct better pre-litigation and litigation analyses and achieve better outcomes by uncovering critical insights across patent portfolios containing large aggregates of data, including: identifying strengths and weaknesses subject to exploitation; pinpointing changes that occurred during prosecution; and invalidating asserted patents by uncovering difficult to find, but highly relevant, prior art references having alternative terminology with patent thesauri.

Conducted product demonstration of online services, performed navigation to trade confirms, market analysis, statements and portfolio analysis.

Researched and conducted due diligence on mutual funds, separately managed accounts, and alternative investments utilizing fundamental and technical analysis to produce an optimal investment portfolio.

Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance