Kate Bergin
Equity Analysis / Investment Management/ Sustainable Investing
- Role
- Senior Equity Analyst - Healthcare, Consumer, Sustainability at Cibc Private Wealth Us
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Senior Equity Analyst - Healthcare, Consumer, Sustainability
Apr 2007 — Present · Chicago, IL, US
Senior Equity Analyst on both growth fund and sustainability fund. Conduct advanced financial, fundamental and sustainable research on equity holdings.Senior Healthcare and Consumer Analyst Identify companies poised for significant growth and have the potential to produce outsized financial returns. Provide sole analytical coverage on more than 40 stocks and recommend up to 20 new investment ideas annually. Interview C-level leadership at Fortune 500 companies to gain insight into industry trends, untapped business opportunities, risks, new product development, industry trends, and regulatory/industry data; author original research and perform financial modeling. Evaluate companies from a variety of perspectives including immediate and long-term strategic planning, quality of management team, growth objectives, mission, product quality, market traction, and the competitive landscape. Influence reallocation of investment capital to consumer sector holdings by presenting research and persuading other investment team members to invest in the sector based on recommendations. Participate in construction of multibillion-dollar portfolios to achieve risk/return profile objectives.
Education
University of Illinois Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Quinlan School of Business, Loyola University Chicago
Master of Business Administration (M.B.A.), Finance
1993 — 1995
Skills
- Verbal Communication
- Equity Research
- Financial Analysis
- Written Communication
- Shareholder Value Creation
- Risk Analysis
- Series 63
- Shareholder Value
- Family Office
- Qualitative Analysis
- Valuation
- Strategic Corporate Philanthropy
- Strategic Intent
- Global Impact Investing
- Performance Metrics
- Asset Management
- Financial Reporting
- Client Relations
- Due Diligence
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Investments
- Equities
- Global Regulatory Compliance
- Public and Private Investments
- Capital Markets
- Series 7
- Bloomberg
- Portfolio Management
- Regulatory Compliance
- Strategy Implementation
- Endowments
- Investment Strategy
- Fixed Income
- Investor Relations
- Strategy Development
- Investment Management
- Investment Strategies
- Alternative Investments
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