Sofia Dickinson
Investment Research Manager @Burkenroad Reports
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WORK HISTORY
Investment Research Manager @Burkenroad Reports
New Orleans, LA, US
Lead and mentor a team of 7 student analysts, overseeing financial modeling, valuation, and equity research report development.· Review and refine research reports for accuracy, clarity, and investor relevance while ensuring alignment with Burkenroad standards. · Coach student analysts in fundamental analysis, DCF modeling, and comparable company valuation techniques, improving deliverable quality.· Engage directly with company executives during site visit to incorporate primary insights into research coverage and inform investment recommendations.
EDUCATION
Tulane University - A.B. Freeman School of Business
Bachelor of Science , Finance and Environmental Sciences
ABOUT SOFIA DICKINSON
I am a Senior Finance and Environmental Studies student at Tulane University with…
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