Daniel McCreesh
Hoboken,New Jersey
Summary
Hardworking Associate stays on top of fast-paced performance demands with thoughtful prioritization and stringent time management. Resourceful problem-solver with excellent communication and business acumen. Meets individual targets with attention to detail and quick-learning nature.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Fundamental Equity Associate
Goldman Sachs
12.2022 - Current
- Conduct client meetings to educate high-net worth clients on fund performance and various financial market updates
- Lead a team of two analysts to meet client deadlines and create highly informative product and market thought leadership materials to be distributed externally
- Helped raise over $1B in 2023 in our International Equity Franchise
- Understand clients' current asset allocation position and recommend potential investments with regards to styles, market cap and future market outlook.
Fundamental Equity Analyst
Goldman Sachs
08.2019 - 12.2022
- Supported Client Portfolio Managers with client meeting materials
- Wrote performance commentary on single-name stocks to be published on the Goldman Sachs website, leveraging latest company news and earnings reports
- Assisted with ESG research and marketing of our ESG aligned products
- Provided in-depth product and market information to Private Wealth, Third Part, and Institutional sales teams.
Equity Analysis Intern
Systematic Financial Management
05.2016 - 08.2017
- Completed research reports on assigned stocks (micro-large cap), along with buy, sell, or hold suggestions
- Concentrated on industries such as software services, consumer discretionary, and renewable energy
- Utilized sell-side analysts to evaluate different companies and learn any unknown business information
- Created stock screenings through FactSet using various criteria
- Participated in conference calls with portfolio managers discussing companies.
Education
Bachelor of Science (B.S.) - Finance -
University of Maryland
05.2019
Skills
- Factset
- Bloomberg
- Market analysis
- Financial modeling
- Microsoft Office
Certification
- CFA
- CFA level 3 Candidate
Hobbies and Interests
- Golf
- Fishing
- Market research
Interests
Golf, Fishing, Market anallysis
Additional Information
CFA Level 3 Candidate
Timeline
Fundamental Equity Associate
Goldman Sachs
12.2022 - Current
Fundamental Equity Analyst
Goldman Sachs
08.2019 - 12.2022
Equity Analysis Intern
Systematic Financial Management
05.2016 - 08.2017
Bachelor of Science (B.S.) - Finance -
University of Maryland
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