Equity Strategist Resume

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Charles Blunt

4463 Poplar Lane

Hialeah, FL 33012



Job Objective To obtain a position as Equity Strategist in a well known firm where my past experience and skills will become an asset.

Highlights of Qualifications:

  • Extensive experience in managing equity strategy
  • Sound knowledge of equity market indicators and FX Strategies
  • Exceptional knowledge of APAC currencies
  • Skilled in assessing equity markets
  • Proficient with PeopleSoft, SharePoint and SAP
  • Ability to maintain positive working relationships with clients
  • Ability to handle multiple tasks to meet deadlines
  • Ability to assist in marketing operations
  • Superior data analytical skills and numerical statistical skills

Professional Experience:

Equity Strategist

WMX Group Holdings, Inc, Hialeah, FL

August 2007 – Present

  • Developed equity investment strategies according to business objectives.
  • Proposed trade ideas in coordination with company management.
  • Performed market, sector and stock analysis.
  • Performed asset allocation for emerging markets.
  • Identified key trends in financial markets.
  • Managed financial research projects and documented research findings.
  • Contributed to research publications.

Equity Strategist

The Leverage Group, Hialeah, FL

May 2004 – July 2007

  • Identified key factors of equity markets.
  • Developed equity index valuation models.
  • Worked directly with Equity Sector Analysts.
  • Performed research and analysis on equity strategy.
  • Maintained global and regional equity strategy framework.
  • Evaluated investment environment and executed investment cases for equity markets.


Bachelor’s Degree in Business Administration

Lake Superior College, Duluth, MN

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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