Jonathan McKenzie

• Generated Corporate Action Dept. daily reports ensuring adequate tracking of dividends and corporate actions (dividends duplication, late trade transactions…)
• Processed corporate actions events, depending on clients decisions, through the fund accounting software Multifonds (capital increase, merger, acquisition, spin off…)
• Ensured collection of documentation through multiple sources (Bloomberg, SIX Telekurs, Reuters…)

• Monitored the currency exposures of the fund and economic trends in the US and Europe
• Realized monthly and weekly reports summarizing economic data releases
• Offered advice to sector analysts concerning industry-specific economic risks

• Supervised the fund’s positions and monitored the sector on a daily basis
• Use of quantitative equity screening and bottom-up stock selection to pick possible investments
• Realized forecasts, DCF valuations and comparables analysis included in buy-side recommendations
• Presented buy recommendations to fund analysts before voting for inclusion or not in the fund

• Analyzed and graphed pricing trends of products of the Medical Diagnostics business of GE Healthcare on a weekly basis, using average selling price measures
• Generated summary excel spreadsheets used during monthly meetings between pricing managers, commercial managers and regional FP&A managers
• Implemented a database and excel spreadsheet to assist regional sales managers in calculating standard margins by contract