Johnny Doe
123-456-7890 • [email protected]
EDUCATION
Non-Target University
Bachelor of Science in Business Administration; Business Analytics and Finance Class of 2017
• Business Finance Major GPA: 3.6
• Clubs: Portfolio Club, Investment Club
• CFA Level 1 Candidate December 2019
WORK EXPERIENCE
Summer Analyst
Boutique Investment Bank June 2016 - Aug 2016
• Analyzed and gathered market research to help identify potential market opportunities, researched and worked on international
market study reports, feasibility studies, economic impacts, and financial suitability reports to provide investment recommendations,
and applied analytical skills to finance and project models,
• Involved in evaluating various financial models, client-specific reports, population and demographic statistics, company supply,
statistical data, and proposals for various projects in New York, Mississippi, and Brazil
• Maintained and updated an internal database with gross revenue and financial ratios for various institutional corporations
PWM Intern
BB PWM Firm June 2015 - Aug 2015
• Analyzed and conducted research on mutual funds through BB PWM research platform to compare risk and performance
of various investment portfolios and provided these recommendations to the head of the advisory team
• Collaborated with financial advisory team managing more than $250M to provide financial planning and strategy consultation
for high net worth individuals
SEO Intern Manager
Finance Times Website July 2015 - Mar 2016
• Contributed to the database and website management of over 2000 web pages by organizing various forums into systematized
subcategories for ease of access to site authors and users of website
• Managed and supervised 15-20 interns to develop business partnerships with various companies and continually grow the
website’s network through media outreach
Business Development Analyst Intern
Private Manufacturing Company June 2015 - Aug 2015
• Achieved 3% increase to profit margin and 30% cost savings for the company shelving products by domestically sourcing
contracted goods, eliminating tariffs, and establishing partnerships with various companies in New York
• Acted as the secondary supervisor and analyst for over 10 production workers and improved the output and efficiency for the
production of shelving products by 200% over 2 months
Property Management Intern
Property Management Firm June 2014 - Aug 2014
• Supported the property management team by building relationships with prospects and clients, providing solutions to tenant issues,
and scheduling property showings
• Updated the property management database with property condition reports and resident maintenance assessments
FINANCE EXPERIENCE
Equities Trader
Personal Portfolio Management Aug 2017 - Present
• Actively manage $50K+ portfolio of stocks, mutual funds, and digital assets through application of value and technical analysis
EXTRACURRICULAR ACTIVITES
President
Investment Club Nov 2015 - May 2016
• Co-founded a student investment club to teach members about financial modeling, valuation techniques, and trading methods by
holding weekly meetings and hosting club events
• Directed a team of 15 individuals to plan events with school faculty and local entrepreneurs to create learning opportunities for
students to learn about trading and investment strategies
Analyst
Portfolio Club Jan 2017 - May 2017
• Collaborated with various investment research teams to invest a $200K portfolio into the equities market by diversifying value
and growth funds into several different sectors
ADDITIONAL INFORMATION
Languages: Fluent in German
Interests: Tennis, Golfing, NFL, NHL
