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

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download