About Abbi K.
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Experience
Summer Analyst, US Portfolio Strategy
Jun, 2015 - Aug, 2015Goldman Sachs and Co.
Researched potential portfolio allocation implications of a shift in REIT equity classification using data aggregation, manipulation, and analysis techniques in Excel, SAS, Haver, and Bloomberg Designed and presented a synopsis of the findings and tradable conclusions to the Macro Research division as well as drafted a thematic report to be published and disseminated to firm clients
Analyst, Global Energy Strategy
Jun, 2016 - Jun, 2018Credit Suisse
Generated the most research client revenue across the Analyst and Associate level in 2017 (~30x the median), servicing clients by articulating investment commentary and responding to bespoke requests Design VBA algorithms to efficiently sanitize large online datasets and iteratively update historical and forecasted model components; cut the necessary time and Excel resources required in a quarter Craft proprietary models utilizing the Bloomberg VBA API to analyze historical implied volatility on options across the WTI futures curve, as well as create specialized datasets using web-scraping algorithms Develop marketing decks and publications used to promote energy group investment views to generalist and specialist salespeople and to equity, options, and futures-focused institutional investors
Education
BA, Mathematics
Aug, 2013 - May, 2016Yeshiva University
Certifications
Series 87
Jul, 2016FINRA
Series 63
Jul, 2016FINRA
Series 7
Jul, 2016FINRA
Series 86
Jul, 2016FINRA
Languages
Hebrew
Professional Proficiency
English
Native Proficiency
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