Analyst, Short-Term Interest Rate Finance Resumes in US-New York-New York City: Matt

Analyst, Short-Term Interest Rate Finance Resume

Contact Candidate

Name:

Matt

Location:

US-New York-New York City

Experience:

1-3 yrs

Willing to Relocate:

Willing to Travel:

Yes

Most Recent Job Title:

Analyst, Short-Term Interest Rate Finance

Personal Website:

Objective:

Attain a position as a research analyst, financial advisor, financial analyst, wealth manager, or as a broker

Resume Text:

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rts verifying appropriate payments and receivables and uploaded desk balance
sheet reflecting new account balances

Analyst, Corporate Audit July 2007 – Jan 2008
• Developed an understanding of corporate internal controls and their functions
• Reconciled Treasury Auction documents and confirmed procedures were executed accurately
• Examined the effect of Regulation SHO across aggregation units and trading platforms
• Ensured new and structured products were submitted to the proper committee if deemed covered
transactions by the Special Structured Products Committee

Intern, Global Wealth Management July 2006 - Aug 2006
• Initiated 2006 Consumer Banking Program giving clients a wider variety of financial services
• Assisted in the wealth management of over $400 million
• Researched individual equities within clients’ portfolios assessing strengths and weaknesses
• Prepared customized presentations for high net worth clients and prospects
• Conducted competitive analysis on long-term care proposals and home equity credit lines

Learning Resources Center - Staten Island, NY
Business, Mathematics Tutor Jan 2007 - May 2007
• Helped students having difficulty with finance, management, algebra, calculus, and statistics classes
• Selected by professors based on academic performance and personality

St. John’s University - Staten Island, NY
Analyst, Student Managed Endowment Fund Aug 2006 - Dec 2006
• Co-managed a portfolio of securities valued at $1.5 million
• Utilized technical, industry, and fundamental analysis with respect to market and economic
factors in creating an in-depth buy report on Rio Tinto plc (RTP)
• Produced a 100% annual gain on our above selection, increasing university’s endowment by $15,000

EDUCATION
St. John’s University, Tobin College of Business - Staten Island, NY
Bachelor of Science, magna cum laude May 2007
Concentration: Finance
Major GPA 3.93 / 4.00 Cumulative GPA 3.90 / 4.00

Salisbury University - Salisbury, MD (transferred with GPA 3.58) Aug 2003 - May 2005

HONORS
Who’s Who Among Students in American Universities & Colleges Mar 2007
Beta Alpha Psi Accounting Honor Society Inducted Sept 2006 Phi Beta Lambda – Future Business Leaders of America Inducted Sept 2006
University Transfer Scholarship ($20,000) July 2005
Dean’s List Dec 2003 - May 2007
Phi Eta Sigma Freshman National Honor Society Inducted Dec 2003

SKILLS & INTERESTS
• In the process of developing a website focused on investing
• Proficient using Microsoft Word, Excel, Power Point, and Outlook
• Reading financial statements, SEC filings

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