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Students

Analysts work within a specific market sector and undertake in depth research and company valuation associated with the study of potential investments using Bloomberg, CapIQ and Morningstar. Included in the research are; company analysis, competitive analysis, sector analysis, growth drivers, current valuation and future valuation / projections. Analysts and Sr. Analysts use a discounted cash flow model to determine fair market value and a recommended stock price entry level with projected growth. Analysts and Sr. Analysts prepare and deliver presentations to the fund’s Board of Managers, who are the investors in the fund. 

Senior Analysts are in their second term with the DGGF and are responsible for the review and analysis of the research done by the Analysts and the use of the collected data in financial models to identify investments that are correctly valued for consideration in the fund. Senior Analysts are also responsible for the on-going monitoring of investments already in the fund.

Team Leaders serve as Senior Analysts with the added responsibility of the management of a team and the oversight of the financial model process. Leaders assign and monitor the work of their respective Analysts and Senior Analysts and maintain the final approval of investments to be presented to the Board of Managers.

Senior Advisors have previously worked as a Senior Analyst and serve as a coach and instructor to a team, working to ensure all team members are proficient in the research and modeling processes and providing overall guidance in both the selection of properly valued companies and the development of the final presentation to the Board of Managers.

- Austin Vanderhoof, Analyst
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“As an analyst in the Dolphin Green & Gold Fund, I now know how to conduct extensive research on companies and make investment decisions. Because of this experience, I am prepared to pursue a career in Investment Banking and Wealth Management.”  â€‹
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