The Benchmark Company, LLCHead of Analytics
Oct. 2008 - Oct. 2012New York, NYMy primary responsibilities included creating and maintaining, valuation and industry Excel models, researching and assisting in writing Research Notes, and updating earnings models based on quarterly earnings and relevant company and industry news. As an Associate Analyst, I worked with the Director of Research (Mark Schappel) covering the small to mid-cap Enterprise Software Industry. Companies under coverage included ANSS, AZPN, GUID, SAAS, JDAS, MANH, N, OTEX, PEGA, PRGS, QADI, and SABA. As Benchmark is a boutique broker-dealer with a small research and investment banking arm, I had the opportunity to work on several ad-hoc projects which became part of my daily routine. These tasks included publishing all research department notes to the wire services on a daily basis. I took this opportunity to find additional platforms to publish on thereby increasing distribution by 30%. Additionally, I acted as the liaison between the research department and the traders, the research sales department and senior management at Benchmark creating and customizing reports for each department respectively. Management requested I leverage my previous Business Analyst experience to oversee Benchmark's transition from their research note writing and publishing system from Microsoft Office to the Jovus Publishing system. During my tenure at Benchmark, the Company expanded from a handful of offices on the East Coast to nearly 14 offices throughout the US, and I collaborated with the CEO and Senior Management in conceptualizing and executing marketing initiatives which included designing a new corporate website subject to FINRA standards, new marketing materials, a growing social media presence. The company decided to host an Investor Conference and I singlehandedly spearheaded the entire project. I also managed 4-5 undergraduate summer interns. I obtained my FINRA Series 7 and Series 63