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Investment Analyst Resume
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| Desired Industry: Finance/Investment |
SpiderID: 5712 |
| Desired Job Location: Atlanta, Georgia |
Date Posted: 3/1/2006 |
| Type of Position: Full-Time Permanent |
Availability Date: 05/15/2006 |
| Desired Wage: |
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U.S. Work Authorization: |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: MBA |
Willing to Relocate: Yes |
Experience:
SEABRIDGE INVESTMENT ADVISORS
Summit, NJ
Equity Research Analyst May 2005-August 2005
•Analyzed global securities markets.
•Worked with portfolio managers to select securities.
•Conducted a research project to identify and select securities based on macro trends.
•Created reports to highlight a stock’s fundamentals and future prospects.
THE VANGUARD GROUP
Malvern, PA
Financial Administrator / Corporate Financial Services
May 2003-July 2004
•Coordinated and prepared a $90 million budget.
•Facilitated meetings with company executives to discuss business planning and initiatives.
•Managed all contingency activities and exercises for a team of 25 employees.
•Prepared weekly reporting for CEO and Managing Directors.
•Answered management queries about various topics including cash flow analysis, headcount, and variance explanations.
•Activity based costing and institutional pricing.
•Ad hoc analysis including "What if" scenarios and forecasting.
Junior Analyst Rotation / Portfolio Review Group
September 2002-May 2003
•Hand picked to participate in rotation to diversify skills.
•Participated in a special project to help identify suitable external portfolio managers.
•Prepared analyses of current Vanguard portfolios covering equity performance attributions, trading activity, and market indices.
•Responded in writing to requests from Institutional Sales and Client Services for the completion of client fund maps, gaps, and fund advice documents.
•Developed investment/fund analysis skills and client service skills.
Financial Associate / Fund Accounting
August 2000-September 2002
•Created an efficient “Long-Term Cash” procedure by automating the process.
•Presented several training sessions concerning cash reconciliation to management and co-workers.
•Performed the necessary calculations and functions needed to accurately compute the net asset values of Vanguard’s mutual funds.
•Identified and analyzed all basic fund accounting related issues and determine proper methods of resolution.
ALLMERICA FINANCIAL
Atlanta, GA
Intern
June 1999-August 1999
•Researched individual customer investment accounts.
•Learned aspects of financial investment through interaction with Financial Planners.
Education:
GEORGIA INSTITUTE OF TECHNOLOGY
Atlanta, GA
Master of Business Administration (MBA)May 2006
•Concentration: Finance
•PENNSYLVANIA STATE UNIVERSITY
State College, PA
Bachelor of Business Administration August 2000
•Major: Finance GPA: 3.78
Affiliations:
GT Financial Analysis Lab, Continuous Improvement Committee, Study Abroad Program – Germany, Investments Deans List, Golden Key National Honor Society, Financial Management Club, Indian Student AssociationCommittee, Financial Management and Investment Banking Club, Philanthropy Club, Six Sigma Training – Green Belt
Skills:
Bloomberg, FactSet, MorningStar Datalab, Microsoft Office Suite, Zephyr Style Analysis, Essbase
Candidate Contact Information:
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