Andrew "Andy" Hoffman
New York,NY
Summary
Versatile Researcher enthusiastic about contributing to the global knowledge base. Passionate and driven professional with remarkable analytical and problem solving skills. Hardworking and reliable team-player with strong ability to follow the markets. Organized and motivated seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Research Associate - Industrials, Materials, and Energy
Third Bridge
New York, NY
08.2022 - 11.2023
- Conduct research for global packaging, manufacturing, oil and gas, aerospace and defense, airlines, national home builders, raw materials, and commodities
- Find suitable individuals (former C-level executives) to host in 1:1 consultations for private research
- Work with sector analysts and members of the production, technology, operations, legal, compliance, and members of management to execute and improve corporate strategies as a member of the frontline innovation team.
Equity Surveilance Analyst
Nasdaq
New York, NY
06.2022 - 07.2022
- Compiled statistical data points to develop reports for client review.
- Maintained accurate records of all executed block trades including details such as price, quantity, time of execution.
Portfolio Management Team Summer Associate
Pacer ETFs
Pennsylvania, Malvern
07.2020 - 08.2020
- Screened, tracked, and assisted in rebalancing underlying assets of exchange-traded funds with Morningstar and Bloomberg, facilitating the production of fund-related analyses, comparisons, and financial reporting
- Maintained financial models of funds, ensuring accuracy of information, including historical and projected risk/returns, asset cash flows, investor contributions/distributions, and fund-level expenses.
Rotational Investment Banking Summer Analyst
SVS Securities Plc
United Kingdom, London
05.2019 - 07.2019
- Research Team: modeled DCF valuations for analyst reports on General Electric, Carnival Cruise Lines, and small-cap securities on the LSE Alternative Investment Market
- Finance Team: evaluated financial reporting systems, accounting and collection procedures to provide recommendations for changes to operating systems and budgets.
ESG ETF Research Analyst
Progressive Investors Network (Previously Progressive Asset Management)
MA, Wellesley
01.2019 - 05.2019
- Evaluated and recommended various exchange-traded funds and mutual funds by calculating exposure to ESG factors, future impact on portfolio performance, risk and return
- Collaborated with marketing staff to integrate and complement marketing strategies across multiple sales channels to generate reports for current and prospective clients on general economic trends, emerging technology, and political developments that could impact the firm's investments.
Private Equity Funding and Project Finance Summer Intern
Evolution Africa Capital
South Africa, Cape Town
07.2018 - 08.2018
- Modeled investment proposals for various renewable energy projects across the African continent including what would become one of the largest utility-scale solar farms within the African continent
- South African REIPPP initiative Proposal: 5MW, Estimated project size $275MM
Education
Master of Arts - International Finance And Economics
Brandeis International Business School
Waltham, MA05-2022
Bachelor of Arts - Business
Brandeis University
Waltham, MA05-2021
Certification
- Excel Essential Training
- Bloomberg Market Concepts
- DataCamp Introduction to R
- DataCamp Correlation and Regression
- DataCamp Foundations of Inference
Accomplishments
Winner of Golden Thread Stock Pitch Competition South Africa 2018
Winner of Wolfram|One award (Best Tech Hack) for Brandeis Hackathon 2020
Global Scholars Merit Scholarship, Dean’s Award Merit Scholarship, Alumni Merit Scholarship
Timeline
Research Associate - Industrials, Materials, and Energy
Third Bridge
08.2022 - 11.2023
Equity Surveilance Analyst
Nasdaq
06.2022 - 07.2022
Portfolio Management Team Summer Associate
Pacer ETFs
07.2020 - 08.2020
Rotational Investment Banking Summer Analyst
SVS Securities Plc
05.2019 - 07.2019
ESG ETF Research Analyst
Progressive Investors Network (Previously Progressive Asset Management)
01.2019 - 05.2019
Private Equity Funding and Project Finance Summer Intern
Evolution Africa Capital
07.2018 - 08.2018
Master of Arts - International Finance And Economics
Brandeis International Business School
Bachelor of Arts - Business
Brandeis University