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resume samplefinance41 sample finance4
New S,Cell:240 123-4567,Charles Commons#999 3301 N.Charles St.Baltimore,MD 2121EDUCATIONThe Johns Hopkins UniversityBaltimore,MDBachelorof Arts in Economics,Minor in Entrepreneurship&ManagementMay 2016Overall GPA:3.8 SATM:720 V:750 W:700Relevant Courses:Econometrics,International Monetary Economics,Economic Forecasting,Statistical Analysis,Financial Markets&Institutions,Corporate Finance,Applied Economics&Finance,Real Estate Finance,FinancialEconomics,Managerial Economics&Business Strategy,Quantitative Research Practicum,Futures Market Research,FinancialStatement AnalysisEXPERIENCEWachovia SecuritiesMarlton,NJSummer Management&Marketing Analyst InternJune August 2015 Prospected potential clients with a minimum of$10 Million in annually invested assets culminating in a Tax-FreeInvestingseminar attended by40 potential clients Evaluated client portfolios relative to their investment objectives and risk tolerances using Goldman Sachs X-RaysoftwareCreated comprehensive retirement plans for current and potential clients usingWachovias Envision ProgramInitiated the branchs transition frompaper statements to E-statements savingthe branch$90,000 annuallyMorgan StanleyMt.Laurel,NJMarketing and Sales InternJune August 2014Researched potential client information to widen groups client baseConducted research for existing clients by usingSmith Barneys updated software applicationsOrganized,marketed and directed a retirement investment seminar for 75 potential clients Attended an Exchange Traded Funds seminar sponsored by Barclays,PowerShares,and Vanguard to improve andbroaden firms client servicesLeggMason Capital ManagementBaltimore,MDEquity ResearchInternAugust 2012 May 2013Increased research coverage of Private Placements investments valued at$200M by+15%Valued Ralph Lauren equity in original research report usingDCF and EVAmethodsReconciled Legg Mason share price estimates for private companies to those of sell-side analystsAnalyzed companyfundamentals and modeled future cashflows for senior researchanalystsLEADERSHIP&COMMUNITY SERVICEMarshal L.Salant Student Investment TeamBaltimore,MDCo-ChairMarch2014 presentCo-manage an endowment of$140k with profitsproviding scholarship funds Apply valuation techniques in the research and investment decision making process including discounted cash flows andkeyratio comparisons within sectorsJohns Hopkins Organization for Finance and InvestmentAugust 2013 presentPresidentPromote financial awareness and investment skills to student bodythrougheducational eventsCollaborate with students,faculty,staff,and alumni to bring4 speakers a year to campusSKILLSBloombergTerminal,SPSS,Microsoft Word,Excel,Outlook,Access,PowerPointMandarin-Native or bilingual proficiencyEnglish-Full professional proficiency

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