Global Finance Corporate Finance Securities Analysis Portfolio Management Project Planning

 

 

Recent MBA in Global Finance with professional and academic experience looking to move career to next level while contributing to corporate success and growth.

 

 

       Masters in Global Finance. Served as Graduate TA in Corporate Finance and peer tutor.

       Earned Outstanding Graduate Student in Business and completed internship at General Electric.

       Carried out Equity Research, Portfolio Analysis, Report Preparation, and Strategy Development at GE.

       Hold Series 7 and 63 licenses, and Bloomberg Product Certification (Fixed Income, Equity).

       Previous experience at Wells Fargo Investments and Xxxxxx Housing Finance Corporation.

 

 

Master of Global Finance, Xxxxxx Pacific University (2008)

       2007 Outstanding Graduate Student C Business; GPA 3.94.

       Graduate TA in Corporate Finance; Tutor in Statistics, Investments, Simulation & Modeling, and Economics.

       Student Manager for $250,000 Student Equity Fund. Carried out investments.

 

BBA in Finance, Economics minor, University of Xxxxxx Xxxxxx (2004)

       Graduated Magna Cum Laude; GPA 3.97. Chancellor s List and Dean s List student.

       Recipient of 2004/2005 William Seward Chair Finance Award (Most Outstanding Graduating Student, Finance), Phi Kappa Phi (highest academic honor, limited to Top 10% of graduating class), and Beta Gamma Sigma (highest academic honor, limited to Top 10% of graduating class, Business).

 

 

GENERAL ELECTRIC, Stamford, CT 2008

Asset Management Intern, XXXXXX Permanent Fund Internship Program

Conducted research and completed special projects for Domestic MidCap Equity Portfolio Group, working directly with Portfolio Manager. Training areas included equity research, portfolio analytics, valuation spreadsheets, Bloomberg/API, Baseline, financial template creation, investment opportunity identification, trend analysis, and strategy development. Participated in strategy and company management meetings.

       Earned 21-day internship extension due to performance excellence.

       Performed top-down/bottom-up fundamental analysis of Contract Research Organization industry. Analyzed macroeconomic environment, outsourcing issues, revenue models, market opportunities, solution design, risks, margins, costs, cash positions, ratios, financial brexxxxxxouts, joint ventures, and capacity capabilities. Prepared and delivered presentation to upper-level portfolio managers.

       Prepared research packets and reports on various companies and securities for use in conferences and meetings with sell-side analysts, company representatives and senior executives.

       Conducted research on pending changes to Russell Indices relating to annual rebalancing and reconstitution. Provided data for Portfolio Manager to use in executing changes in portfolio holdings.

       Researched and screened companies and securities in alternative energy industry, and created investment universe for portfolio candidates. Created spreadsheets with summaries, revenue percentages, stock prices, EBITDA, income growth, revenue, and other metrics. All data updated to the minute via Bloomberg.

       Carried out portfolio valuation. Designed spreadsheet for GE MidCap Portfolio that allowed Portfolio Manager to obtain up-to-date overviews of value and investment holdings.

       Attended macroeconomic briefing by Nobel prize-winning economist.

       Participated in quarterly earnings calls and prepared summary reports.

 

 

 

 

WELLS FARGO INVESTMENTS, Xxxxxx, XXXXXX 2005 - 2006

Registered Investment Sales Associate

Executed unsolicited trade orders, including fixed income, equities, mutual funds, and options, and non-market trades such as stop, limit, and timed trade orders. Obtained compliance documents. Communicated with clients regarding potential issues. Set up client accounts. Processed transaction requests. Monitored account activity. Assisted Financial Consultants in identifying and resolving action items.

       Served as Assistant to the Regional Sales Manager. Tracked outgoing assets, performed forecasting, calculated Financial Consultants production, and tracked results to goals.

       Recognized for maintaining superior levels of accuracy and customer satisfaction.

 

XXXXXX HOUSING FINANCE CORP., Xxxxxx, XXXXXX 2000 - 2003

Budget Assistant

Performed budget management and revision, GL reclassification, and payroll reclassification, and maintained salary distribution logs. Conducted training on Creative Computer Solutions (CCS) program. Mentored program managers, grant administrators, and other support staff on report analyses and budget coding policies/procedures. Maintained capital budget and grant spreadsheets. Monitored expenditures. Edited and updated manuals. Ensured compliance with regulations. Maintained intranet site.

       Authored procedures and training documents on CCS General Ledger Transaction Journal program.

       Analyzed and performed research and reviews of budget changes. Recommended approvals and processing to Budget Manager and Budget Director.

       Identified and implemented procedures to improve accuracy of budget submissions.

 

 

 

DEPARTMENT OF ADMINISTRATION, Juneau, XXXXXX 1999 - 2000

Administrative Assistant, Y2K Project Office

 

Office of the Governor-Division of Constituent Relations, Juneau, XXXXXX 1997 - 1999

Executive Secretary / Executive Assistant

 

Department of Education, Juneau, XXXXXX 1997

Administrative Clerk / Secretary II, Commissioner s Office

 

 

 

Series 7 & 63 SEC licenses

Bloomberg Certified User

 

 

 

MS Office, Bloomberg, API, Baseline, various proprietary and industry applications

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in the Finance industry and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include:

 

       Earning my Masters in Global Finance and ranking as the Outstanding Graduate Student in Business.

       Completing a highly competitive internship at General Electric, where I conducted research and carried out special projects for the Domestic MidCap Equity Portfolio Group.

       Professional training and experience in research, portfolio analytics, valuation spreadsheets, financial template creation, investment opportunity identification, trend analysis, and strategy development.

       Holding my Bloomberg Product Certification and my Series 7 and 63 licenses.

       Conducting research and preparing reports in areas such as business analysis, securities, corporate performance, Russell Indices, portfolio valuation, and more.

 

My particular areas of interest/expertise include financial statement analysis, portfolio management, corporate finance, project planning, and compliance.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

 

Yyyyyy x. yyyyyy