Jeremy Cote

About Jeremy Cote

Successful investment professional with 22 years of multi-sector equity research and portfolio management experience, a verifiable track record, strong professional references and a history of performance driven promotions• Proven track record of collaborating with portfolio managers to generate positive alpha on core, GARP, growth, value, growth & income, small-cap, SMID, and global sector investment products across all market capitalizations and over varying business and market cycles• 22 years of experience covering the Consumer Discretionary, Information Technology, Media, Telecom & Internet sectors• Graduate degrees in both Finance (MSF) and Investment Management (MBA)• Chartered Financial Analyst (CFA) charterholder since Regular member of the CFA Society Boston and CFA InstituteGICS Sector Coverage Experience: Basic Materials, Communications Services, Consumer Discretionary, Consumer Staples, Energy, and Information TechnologySkills: Attribution Analysis, Building Stock Screening Models, ESG Integration, Financial Modeling, Financial Statement Analysis, Forensic Accounting Analysis, Governance Analysis, Industry Analysis, Initial Public Offering (IPO) Analysis, Portfolio Construction, Primary Research, Quantitative Analysis, Risk Management, Securities Analysis, Strategic Analysis, Valuation Models

Experience

1. Research Analyst

   Trillium Asset Management

   May 2014 — Present · Boston, MA, US

   Responsible for conducting fundamental research and formulating sector strategy for domestic and international equities in the Information Technology and Communications Services sectors across Trillium’s All Cap Core, Large Cap Core, SMID Cap Core, Growth & Income, Sustainable Opportunities, Fossil Fuel Free Core, and Global Equity portfolios ($6B AUM)• Integrate environmental, social and governance (ESG) factors into the investment research and valuation process through in-depth review of company filings, proprietary in-house research, third party rating agencies, management interviews, and collaborative discussions with Trillium\'s advocacy team members• Serve as a voting member of the investment management committee designated to analyze, review and approve prospective equity investments for inclusion on Trillium’s internal buy list• Utilize firm generated top-down macro insights in concert with my assessment of thematic industry trends to establish active sector weights and sub-industry positioning across my coverage universe• Prepare industry reviews that highlight the fundamentals, investment themes, ESG opportunities, risks and potential catalysts driving the performance of stocks in my coverage• Participate in Bloomberg portfolio optimization and modeling sessions by providing input and analysis on individual names in order to determine optimal active weights, sector tilts, and risk exposures• Engaged in business development support by providing insights into Trillium’s fundamental equity research and ESG integration capabilities in the Information Technology and Communications Services sectors to potential investors, existing clients and outside consultants

Education

• Plymouth State University

  Bachelor of Science (BS), Applied Economics

  1992 — 1996

• Boston College Carroll School of Management

  Master of Business Administration (MBA), Specialization: Asset Management

  2004 — 2009

• Boston College Carroll School of Management

  Master of Science in Finance (MSF), Finance and Financial Management Services

  2004 — 2009

Skills

• Valuation
• Financial Statement Analysis
• Portfolio Management
• Competitive Analysis
• Factset
• Asset Allocation
• Risk Management
• Equities
• Investments
• Financial Analysis
• Equity Research
• Bloomberg
• Finance
• Equity Valuation
• Financial Modeling
• Quantitative Analytics
• Economics