Eric Bulvid

About Me

2.5 years of Investment Research experience -- Master’s in Finance from Villanova University -- Proficient with Excel, VBA, & Python

Location

New York City, NY
Holmdel Township, NJ
Education
    Villanova University
    June 2017 - May 2018
    degree
    Master's
    major
    Finance
    coursework
    Portfolio Theory
    Investment Banking
    Derivatives
    Quantitative Finance
    Alternative Investments
    Financial Markets & Institutions
    Advanced Accounting
    Risk Management
    Fixed Income Markets
    Valuations
    Corporate Finance
    Financial Statements
    University Of Delaware
    August 2013 - May 2017
Work Experience
    Bank of America Merrill Lynch
    Global Research Analyst
    Villanova, PA, United States
    May 2015 - February 2017
    company
    Bank of America Merrill Lynch
    title
    Global Research Analyst
    overview
    Conducted financial, statistical, and industry analysis to present buy and sell recommendations to Senior Portfolio Managers. Assembled equity valuations and financial models and wrote detailed reports to support the team’s investment strategies. • • Delivered actionable recommendations for client portfolios yielding positive returns by building 50+ financial models in Excel using VBA for public equities and fixed income securities. • Proactively assumed responsibility for monitoring, researching, and analyzing 158 client portfolios worth between $250K and $1MM (totaling $65MM) to increase diversification, hedge for risk, and boost portfolio growth. • Honed both top-down and bottom-up analysis of stocks and in-depth evaluation of funds by conducting macro/micro research, examining competitors, and gaining a comprehensive view to determine viability
    Bank of America Merrill Lynch
    Global Advisory Intern
    Summit, NJ, United States
    May 2014 - May 2015
Fun Fact

I've won the ETF Global Portfolio Investment Competition two times Both times I placed in the top 25 out of thousands of competitors from over 400 universities across the globe

Passion

I want to continue learning. I want to use my skills to bring value to a major investment firm. I want to make a name for myself.

Skills
Technical skills
BloombergEquity ResearchExcelFinancial ModelingFinancial Statement AnalysisMarket/Macro-analysisPythonQuantitative StrategySASValuationVBA
Gigs / Freelance
    Joules to Jewels
    Founder & Co-Owner
    November 2017 - present
    Bulvestments
    President
    May 2016 - present
Leadership
    Haley Large Cap Student Managed Endowment Fund
    President
    September 2017 - May 2018
    UD Cryptocurrency Club
    President & Co-Founder
    September 2014 - May 2017
    Theta Chi Fraternity
    Treasurer
    December 2014 - December 2015