Alexander Goldman

Analyst at Capital Advisors Group, Inc.
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Contact Information
Location
Wellesley, Massachusetts, United States, US

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Credentials

  • Bloomberg Certification
    Bloomberg LP
    Oct, 2019
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jul 2021 - Present
    • United States
    • Higher Education
    • 700 & Above Employee
    • Portfolio Manager
      • Jan 2020 - Nov 2020

      - Manage equities in the Information Technology sector of a $2.2 million portfolio - Produce monthly investment reports and assess the risk of the fund - Create financial models to evaluate equity valuations of current and potential holdings - Manage equities in the Information Technology sector of a $2.2 million portfolio - Produce monthly investment reports and assess the risk of the fund - Create financial models to evaluate equity valuations of current and potential holdings

    • United States
    • Business Consulting and Services
    • Financial Planning and Analysis Consultant
      • Aug 2020 - Aug 2020
    • United States
    • Pharmaceutical Manufacturing
    • 200 - 300 Employee
    • Finance Intern
      • Jan 2018 - Aug 2019

      Finance - Analyzed clinical sites budgets and corrected errors to ensure the accuracy of payments for clinical trial visits - Maintained the Finance Department’s purchase order database of 1,000 POs totaling over $200 million - Updated the global site startup tracker with budget status to help the activation of sites to enroll patients Health Economics and Outcomes Research - Established a weighted survey based on validated PRO-CTCAE data - Analyzed data on patient symptoms and well-being to be presented to executives in Clinical Operations - Review and analyze patient reported outcomes - Researched the validation of healthcare utilization Show less

Education

  • Bryant University
    Bachelor of Science in Business Adminstration, Finance
    2017 - 2021

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