Job: Investment research for firm’s flagship $1.3 billion mutual fund (recruited from Domini’s marketing and client service teams to join new research department)
Company: Domini Social Investments
Where: New York, NY
Challenge: Complete deadline-driven investment research reports annually on 400+ companies providing wide range of products, from healthcare and energy to retail and professional services.
Solution: Conducted definitive buy-sell research for firm’s $1.3 billion Domini Social Equity Fund (DSEFX) and related investment strategies, meeting quarterly deadlines.
Result: Over two years, researched 400+ companies while recommending investment selections and identifying key industry trends. Covered companies included: Apple, Chevron, Cisco, Del Monte, Estee Lauder, FedEx, GM, Google, McGraw-Hill, MetLife, Morgan Stanley, Nike, Norfolk Southern, Procter & Gamble, Starbucks, Time Warner, Verizon, Wachovia, WellPoint, and Wyeth.
My Role: Conducted investment research, specializing in North American equities. Maintained and upgraded firm’s in-house investment research database of 2,000+ companies, including training coworkers, running basic SQL queries, and implementing user interface (UI) and user experience (UX) improvements.
“Karl is a pleasure to work with. He is a problem-solver, and always takes the initiative to come up with solutions and streamline operations. He has an analytical mind and is an invaluable resource when it comes to troubleshooting and taking on challenging tasks.”
–Celine Suarez, Lead SRI Analyst, Domini Social Investments (via LinkedIn)