career objective                              

 

results-oriented finance professional with broad analytical investment banking background eager to contribute diversified experiences toward boosting bottom-line performance of progressive company

 

profile                                                

                                                                                

ø  offer proven analytical and market research abilities in variety of investment banking and financial services settings, including vast credit markets and merger and acquisitions exposure

ø  feature dynamic communication skills, effectively collaborating across all areas of operations, corporate levels and clientele to maximize results and optimize customer relations

ø  excel at fostering customer relations, quickly processing and researching all client needs and sufficiently resolving all requests and disputes

ø  expertise in planning, coordinating and managing administrative workflow and projects to efficiently meet critical deadlines and operational goal

ø  enthusiastic team player with excellent presentation skills and passion for community involvement

 

education                                           

 

colgate university, hamilton, ny

bachelor of arts, major: mathematical economics; minor: mathematics; 2008

(cumulative gpa: 3.52; dean s list 2006-2008)

 

colgate s honors london economics study program; spring 2007

 

columbia university, new york, ny

summer program, advanced mathematics: introduction to modern analysis ii; summer 2006

 

professional experience                

 

barclays capital, new york, ny                                                                           summer 2008-present

analyst/power team, investment banking

  effectively utilize series 7 and series 63 licensure, consistently exceeding team standards and goals

  excel at displaying variety of marketing skills, including compelling powerpoint presentations to thorough sales memos/spread comparables and updated financial models

  offer extensive and active exposure to m&a teams in london and dubai, quickly and efficiently researching and compiling presentations for private companies with limited disclosure

  skillfully synchronized lehman and barclays data systems with data management team

 

lehman brothers, london, uk                                                                                         summer 2007

analyst, credit

  showed strong research and writing abilities, drafting credit reviews for corporations based on annual reports, showcasing in-depth analysis of financial performance and evaluation of the industry s competitive landscape, company s management structure, and effects of recent or possible mergers

  displayed strong leadership role directing team s audit with german regulators

 

brimberg and co., new york, ny                                                                                   may/june 2007

intern

  conducted valuable market research on numerous companies, integrating bloomberg technology

  showed  noted initiative researching potential future company clients that led to new business

 

ubs investment bank, london, uk                                                                                     spring 2007

intern, equities compliance

  keenly monitored stockholding positions, promptly discovering and disclosing companies that have fluctuated in excess of breach points

 

coleman research group, new york, ny                                                                         summer 2006

intern

  regularly performed consultations between firm s clients, institutional investors and industry experts after successfully researching the industry and generating the applicable contacts and networks

 

morgan stanley, new york, ny                                                                                           winter 2005

intern, financial advisory

  demonstrated notable interpersonal and communication skills, reviewing lawsuits against morgan stanley and quickly summarizing volumes of documents for senior financial advisors to review

 

merrill lynch headquarters, new york, ny                                                                        summer 2005

intern, financial advisory

  actively worked one-on-one with advisors, attending meetings and communicating with clients

  excelled at attaining client confidence, dramatically increasing financial advisors client base through cold-calling; showcased particular emphasis on russian clients

 

activities                                            

 

treasurer/fundraiser, colgate university ballet company - dancer of eight years, performing on pointe and dancing in leading roles in the nutcracker and dancefest; fall 2004 - spring 2008

 

member, colgate university russian club c fluent russian speaker; resurrected the russian club with the help of the head of the russian department at colgate; fall 2004 c spring 2008

 

student volunteer, admissions greeter, colgate university c served as admissions department liaison, promoting colgate and answering various questions about the school; 2006 c spring 2008

 

goldman sachs, women s leadership conference; fall 2004