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yyyyyy x. yyyyyy                                         

0000 xxxxxx xxxx , xxxx , xxxxx 00000



career objective

cfa level i candidate and recent graduate with ms in finance services and banking eager to contribute professional and academic credentials as well as solid industry experience toward supporting objectives of a progressive organization in a financial analyst capacity


ø  offer strong academic background and practical experience in investment analysis and financial reporting

ø  provide outstanding customer service through efficient research and resolution of potential issues; superior analytical aptitude and keen eye for detail

ø  dynamic organization, prioritization, and time management skills; integrate emerging technologies into day-to-day operations to improve productivity

ø  proactive team player equally effective in independent and collaborative environments

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  sharp technical proficiencies including ms office (word, excel, powerpoint, access), wall street office and wso analytics, cdo suite, quickbooks, lotus notes, bloomberg, livewire, tracs, and sei


~ key achievements ~

  • played integral role in implementing key process improvements and cost controls for us bank, including the conversion to a paperless environment that eliminates the need to print and archive 3.4 million notices per year while increasing accuracy of processing
  • participate in specialized focus group that provides suggestions to senior management regarding how to enhance operations and employee satisfaction at us bank
  • assisted in major software upgrade resulting in improved investment reporting and quality of work


suffolk university c sawyer school of management, boston, ma                                                            2008

master of science in financial services and banking

  • gpa: 3.49                                                                   


biysk state university, biysk, russia                                                                                         insert year                         

bachelor of arts in economics and foreign languages          

  • gpa: 3.60        


~ professional development ~

cfa charter                                                                                                                              in progress

global financial markets seminar, london, england                                                                  2008

professional experience

u.s. bank                                                                                                                                 2007 c present

structured finance analyst, wealth & asset management division     

  • successfully manage multiple cdo portfolios with par values of up to $300m; actively monitor daily trading and investing activity, identify any issues, and report on performance
  • execute short term investments, trade settlements, and domestic and international wire transfers; document cash inflows/outflows, loan rollovers, and rate sets
  • expertly prepare month-end and year-end portfolio performance, including average rate of return and maturity; assist with account audits, research and resolve reconciliation issues, and recover outstanding payments
  • work closely with clients, portfolio managers, ratings agencies, custodian banks, and trade settlement and closing desks



yyyyyy x. yyyyyy                                                                                                                                                                   page 2


shaloh school                                                                                                                          2003 c 2007                 accounting manager (2005 c 2007)

  • in recognition of excellent performance, quickly progressed to attain position entrusted with preparing annual income and expense reports, month-end reports, financial statements, federal and state tax returns, and contracts and legal documents
  • contributed to budget planning and management, oversaw a/p and a/r, efficiently researched and resolved financial discrepancies, collected on past due payments; additionally provided administrative support

office manager / admissions coordinator (2003 c 2005)

  • served in an accounting capacity, including managing a/r, a/p, payroll, petty cash, banking functions, and cost controls
  • actively supported school in growing student population by establishing admissions policies and collaborating with scholarship committee in processing financial aid applications


alpha bank                                                                                                                              2001 c 2003                          


  • supported financial analysts with a range of duties, including preparation and review of annual budgets and monthly financial reports
  • produced powerpoint presentations for senior management; completed and distributed field reports


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