Www.wallstreetoasis.com
Joe Smith
NYC New York
Contact Information
EDUCATION
State School non-target/semi-target North East
Bachelor of Science in Finance Expected Graduation: May 2014
• Major GPA: 3.8 / 4.0; Cumulative GPA: 3.7 / 4.0
• Relevant Coursework: Company Valuation; Security Analysis & Investment Valuation; Financial Services; Financial & Managerial Accounting; Real Estate Investments
Bryant University (Transferred to State School) Smithfield, Rhode Island
Bachelor of Science in Financial Services Attended: 2010-2011
• GPA: 3.8 / 4.0
WORK & LEADERSHIP EXPERIENCE
State School Investment Fund State School
Investment Analyst August 2013 – May 2014
• Selected as one of ten students to manage a $1.3 million portfolio of the state school Endowment Fund during the 2013-2014 academic school year
• Long only portfolio focusing on companies free cash flow, return on invested capital and return on equity
MM IBD (40 man shop) New York City, New York
Investment Banking Summer Analyst June 2013 – August 2013
• Supported senior analyst in the healthcare group in completing industry research, company profiles, pitch books and valuation analyses
• Staffed on a sell side M&A transaction for a medical device company and completed a pitch book which included potential buyers, comparable companies, precedent transactions and industry research
• Weekly training consisting of valuation techniques, accounting and finance
Large Insurance company F500 CT
Investment Accounting and Reporting Summer Analyst May 2012 – August 2012
• Completed SOX testing, operations support for the Private Equity / Large Case Pensions Groups and GAAP footnotes for the SEC reporting team for the quarter ending June 2012
• Oversaw the transition of investment accounting for Insurance company Employee Pension Account to JP Morgan
• Mergers and Acquisitions team finance project
▪ Led a group of four students to develop a discounted cash flow and financial analysis and won the 2012 finance M&A team project award
Investment Management & Real Estate Management home town
Personal Investing Experience December 2007 – Present
• Manage a personal long only investment portfolio of $25,000
• Developed specialized background on technology and healthcare sectors after completing thorough due diligence on relative price multiples and understanding several challenges these industries face
• Duplex Investment Property in Marathon, Florida bought at $179K with 20% equity and a 15-year fixed rate mortgage
• Estimated sale in five years with house appreciation at 3% per year: 6.5% capitalization rate; 18% IRR; $88,000 reversion and $54,000 net profit
SKILLS, ACTIVITIES & INTERESTS
Technical Skills: SunGard Investran Accounting, MS Office, Oracle Report Manager, CapIQ, Merger Market
Certifications & Training: Series 65
Activities: Tau Sigma National Honors Society, Pi Kappa Alpha Fraternity, state school Finance Society, State school investment Fund
Interests: Sport Fishing, Ice Fishing, Boating, Relic Metal Detecting, Golfing
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