By Michael Walsh '20
On Monday, October 7, 2019, Jeff Morris P'15,'20, Head of North American Equities for Aberdeen Standard Investments, spoke before the Finance Academy at St. Sebastian's. Mr. Morris received his B.S. in Business Administration from Colorado State University. He also holds an M.S. in Finance from the University of Colorado at Denver. Mr. Morris began at Invesco as a fund accountant, and then became an analyst when a position within his company opened up. In 2010, Mr. Morris became the head of equities and now instead of managing stocks, he manages a group of 23 people located in Boston and Philadelphia.
After describing his background, Mr. Morris taught us a few key lessons for success in analytics: 1, Be willing to do the work that no one wants to do; 2, Take calculated risks; 3, Learn to code. He also described the tasks of an equity research analyst and gave examples of visiting places that he invests in such as Boeing. Some of the many responsibilities of research analysts are analyzing financial statements; studying industry trends; and building financial models.
Mr. Morris offered some final key lessons to the group. These included: Care about your colleagues not just as co-workers; Make hard decisions; Treat everyone below you as an equal; In six months, what will I wish I would have done right; Learn to excel in diverse teams; and faith over fear.
Mr. Morris taught us about the role that he has in analytics. Most importantly, he provided numerous valuable life lessons which could be applied to any career in business and beyond.