Marcus Stewart
New York
Summary
Analytical and driven Ivy League graduate with a B.A. in Psychology and an A.A. in Business Administration, complemented by hands-on experience in equity research on Wall Street. Proven ability to distill complex data into actionable investment insights and produce high-quality financial models and reports. Skilled at navigating fast-paced, high-stakes environments with multinational finance teams. Combines a deep understanding of market behavior with strong communication and cross-functional collaboration skills. Passionate about leveraging behavioral insight to inform data-driven investment strategies.
Overview
4
4
years of professional experience
Work History
Equity Research Analyst
Bank of America
06.2023 - 01.2024
- Provided investors with detailed ratings based on overall earnings performance.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decisions.
- Conducted financial, statistical & industry due diligence through comparable analysis
Global Research Summer Analyst
Bank of America
06.2022 - 08.2022
- Studied fundamentals of industry sector covered by the team and researched sector trends, market valuations and management strategic deployments
- Assisted in writing primers on economies, markets and/or industries
- Created historical financial models utilizing SEC filings, company conference calls, and company press releases; presented findings & investment thesis to senior management at the conclusion of the internship & earned full-time return offer.
Strategy & Insights Summer Intern
NBCUniversal
04.2020 - 09.2020
- Researched and engaged technology to measure both conscious and non-conscious reactions to understand how consumers engage with media
- Collaborated with sales and production teams to translate audience insights into strategic content recommendations, supporting the development of data driven pitches and branded content solutions for high-profile advertising clients
Consumer Insights & Innovation Spring Intern
NBCUniversal
01.2020 - 04.2020
- Designed, implemented, and conducted analysis of market research studies to support NBC Universal’s entertainment content across brands such as NBC, Bravo, E!, USA, SYFY, and Oxygen
- Utilized existing biometric data sets and updated/created online tools designed to visualize biometric data
Education
Associate of Arts - Business Administration
Berkeley City College
Berkeley, CAPsychology
Columbia University
New York, NY05-2025
Skills
- Microsoft Excel
- Relationship building
- Fundamental analysis
- Qualitative analysis
Accomplishments
- Student Body President, President of Journalism & Broadcasting Club
- Co-Chair of Berkeley City College Website Committee
- Phi Theta Kappa Scholar
- Black Caucus Delegate, Washington D.C.
- Wall Street Journal feature
Timeline
Equity Research Analyst
Bank of America
06.2023 - 01.2024
Global Research Summer Analyst
Bank of America
06.2022 - 08.2022
Strategy & Insights Summer Intern
NBCUniversal
04.2020 - 09.2020
Consumer Insights & Innovation Spring Intern
NBCUniversal
01.2020 - 04.2020
Associate of Arts - Business Administration
Berkeley City College
Psychology
Columbia University
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