LAUREN MCANANY
Darien
Summary
Reliable business professional with over 9 years experience in various roles within investment bank. Unique set of skills and experiences that help contribute to a valuable knowledge base. Excellent work ethic, communication skills, time management, ability to multitask, and ability succeed in a highly sensitive, high pressure environment. Seeking to leverage unique experience and skills into a new role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Supervisory Analyst, VP
Credit Suisse
07.2012 - 04.2015
- Reviewed research reports for compliance with FINRA regulations, content quality, and internal research style and policies
- Worked closely with research analyst teams, editorial team, and compliance department to provide regulatory approval for research documents for investors
- Provided approvals for analyst teams in a fast-paced environment, while dealing with sensitive information under tight deadline pressure
- Monitored equity research employee trading and communications for compliance
- Reviewed and edited research documents for analyst sector initiations
Research Associate
Credit Suisse
05.2010 - 07.2012
- Drafted various research reports for the US Small/Mid Cap Strategy team, ensuring quality standards and regulatory approval
- Gathered and analyzed data across all US indices and sector groups, providing a top-down analysis on market outlook, trends, and forecasts, with a concentration on small/mid cap indices and sector recommendations
- Assisted senior analyst with client requests and attended client meetings
- Coordinated annual Small/Mid Cap conference event.
Research Assistant
Citibank
06.2007 - 05.2010
- Assisted in the production of research reports for the US Equity Strategy team, including editing and data mining
- Supported senior analyst in the initiation of Small/Mid Cap strategy coverage.
Bank Teller
Amsouth Bank
03.2005 - 05.2006
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Reconciled cash drawer and resolved discrepancies.
- Monitored and reported suspicious activity in line with bank security policies.
Education
BA - Economics
University of South Florida
05.2006
Skills
- Regulatory Compliance
- Team Collaboration and Leadership
- Deadline Adherence
- Critical Thinking
- Industry Knowledge
- Attention to Detail
- Market Research
- Report Writing
- Professionalism
- Proficient in Microsoft Office
- Time management abilities
Certification
- Series 7, 16, 86, 87, 63 (active through 2015)
Timeline
Supervisory Analyst, VP
Credit Suisse
07.2012 - 04.2015
Research Associate
Credit Suisse
05.2010 - 07.2012
Research Assistant
Citibank
06.2007 - 05.2010
Bank Teller
Amsouth Bank
03.2005 - 05.2006
BA - Economics
University of South Florida
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