Financial Analyst Program: The Analysts
The Analysts
Jack Parker - Portfolio Manager & Public Relations
Accounting Major
The Portfolio Manager attempts to reduce the risk of the portfolio through the diversification of securities. The Portfolio Manager ensures that stocks add diversity to the fund by either adding exposure to new industries or by trying to lower the overall beta of the fund.
The Public Relations Officer creates weekly agendas, provides email reminders, updates the brochure and constitution, and plans any recreational activities for the group. The Public Relations Officer also promotes the Financial Analyst Program to juniors interested in applying.
Jack Parker - Economist
Economics Major
The duties of the Economist include monitoring macroeconomic reports, and reporting any changes in the U.S. economy. Also, the Economist should follow general predictions for the U.S. economy and keep the Financial Analyst Program updated on Federal actions.
Kristyna Uhles - Accountant
Accounting Major
The Accountant maintains updated monthly records/spreadsheets of the portfolio standing. Each month, upon receiving the monthly statement, the Accountant must update the spreadsheet for purchases and sales that have occurred in that month, while accounting for interest, commissions, etc.
Stephen Montes - Market Technician
Business Major
The duties of the Market Technician include the study of current and past performances of major market indicators and portfolio holdings, and to forecast future price direction. The technician is also responsible for the timing of purchases and sells in correlation to what he forecasts and keeping other members of the Financial Analyst Program aware of current market trends.
Edward Williams - Trader
Business Major
The primary responsibility of the Trader is to act as a liaison between the Financial Analyst Program and the Business Office. The Trader secures transaction authorizations and turns them into the Business Office. The Trader must also keep track of buy/sell points assigned to each stock and make sure those trades happen in an appropriate amount of time.
Jonathon Klonower - Statistician & Secretary
Business Major
The Statisticians analyze the statistical information within the research databases. The Statistican must inform the group of any fluctuations in their statistical analysis on a monthly basis.
The Secretary takes minutes during our weekly meetings. Other duties for the Secretary include e-mailing out the weekly minutes and keeping the Financial Analyst Program office organized.
