monica shterenberg

u.s funds analyst

About

Associate at J.P. Morgan Asset Management Real Estate Americas

Country

united states

City

new york

Industry

financial services

Skill

powerpoint, microsoft excel, microsoft word, management, teamwork, team leadership, marketing strategy, research, public speaking, microsoft office, russian, training, wordpress, social networking, social media, italian, microsoft powerpoint, customer service, leadership, social media marketing

Experience

corporate news and earnings analyst for the market analysis group

penn state finance society

2013-1 - 2013-5 · 5 mos

Reporting and constructing details and commentary on specific company news or earnings for the weekly Market Analysis Report, a comprehensive weekly financial market report sent to educate members of Smeal

u.s funds management - summer analyst

j.p. morgan asset management

2014-5 - 2014-8 · 4 mos

Worked for J.P. Morgan's 529 college savings plan team on strategic and marketing initiatives -Utilized the large company network and frequent training sessions to familiarize myself with J.P. Morgan’s mutual fund business and products

u.s funds analyst

j.p. morgan asset management

2015-7 - Present · 11 yrs 3 mos

participant

wall street boot camp

2013-9 - 2013-12 · 4 mos

Selected from hundreds of applicants as one of 40 students chosen to engage in a semester-long training program aimed to preparing its members for the rigorous and competitive culture of a career on Wall Street. -Explored new career opportunities by leveraging insight offered by professionals coming from multiple levels of expertise in top banks and expanded my network in the industry.

business development intern

surge business development

2012-1 - 2013-5 · 1 yr 5 mos

Lead a team of six on a project developing a ticket-donating website that specializes in distributing tickets from charitable donors to organizations that work with underprivileged children -Developed marketing strategies and business models for multiple projects currently executed by Surge Business Development

financial services intern

nationwide planning associates, inc.

2013-5 - 2013-8 · 4 mos

Assisted financial advisor with client relationship management of new clients, incorporating each client into the CRM database and overseeing crucial paperwork for 401(k), IRA, and 529 plans. -Completed research using Morningstar ratings and other performance measurements for 401K Retirement Partners, LLC. that included: 1. Fundamental and technical analysis on growth and value equity funds of small, mid, and large cap classes 2. Fundamental and technical analysis on specialty mutual funds in the healthcare, real estate, technology, and commodities sectors -Created spreadsheet using research on funds to help optimize 401(k) investment options for clients -Compiled client portfolio analyses and compared each client's relative performance to the S&P 500