ࡱ> ?A> bjbj:: 4,PP HH,,,8dD$,$'&&&&&&&,)+b&&K&KKKR&K&KKr!T"ypR"&&0$'",,K,,"K"&&K$',,H :   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 $54,000 net profit SKILLS, ACTIVITIES & INTERESTS Technical Skills: SunGard Investran Accounting, MS Office, Oracle Report Manager, CapIQ, Merger Market Certifications & Training: Series 65 Activities: Tau Sigma National Honors Society, Pi Kappa Alpha Fraternity, state school Finance Society, State school investment Fund Interests: Sport Fishing, Ice Fishing, Boating, Relic Metal Detecting, Golfing       *+5XYcdpw{úumbWKChiE7CJaJh mh5CJaJh mh^CJaJh mhLCJaJh6CJaJh mh J/CJaJh mhm0CJaJh mhL6CJaJh mh6CJaJh mh CJaJh mhfE5CJaJh,5CJaJh mho15CJaJh mhtCJaJh mhqCJaJh,CJaJh_ htCJ0aJ0h,CJ0aJ0 +5ds t * T ~  hgdD h&dPgdr>  `'(gdY & F hh^hgdO?gd J/  hh^hgd J/ & F hh^hgdYgd  &dPgd4$a$gdt- 5 A C Z r s ͹zqzfZffh mh J/6CJaJh mh J/CJaJh,5CJaJh mh]55CJaJh mhOK5CJaJh$$yCJaJh mCJaJh mhCJaJh mh5CJaJh mh J/5CJaJhiE7CJaJh mh@,CJaJh mh@,5CJaJht aht a5CJaJh+*CJaJht aCJaJ ) * F G S T r s t } ~  " - 7 8 w x y ƽƫwl`WNh N6CJaJh0e5CJaJhr>hr>6CJaJh Nhr>CJaJhSCJaJhCJaJhr>CJaJh qCJaJh mhr>CJaJhr>6CJaJh q6CJaJhr>5CJaJhS5CJaJhP5CJaJh mhO?5CJaJh mh J/5CJaJh mhY5CJaJh mh;5CJaJ~  x y k / z { .z & F hh^hgd 5 & F hh^hgd 5  hh^hgd% & F hh^hgdr> & F hh^hgd% hgdr> hgdD & F hh^hgdD & F hh^hgd q " 4 F R j k r s x   . / M q y z { (ۻۻóۻۻçۻvmbh mh]5CJaJh0e6CJaJh mhD6CJaJh mhDCJaJhS5CJaJhP5CJaJh_sCJaJh%h%5CJaJhtCJaJh*CJaJh6CJaJhwCJaJhdCJaJh%CJaJhr>CJaJh mhr>CJaJhr>6CJaJ&(z.124JUim %A\Ĺzqe]Uh"hjCJaJhCJaJh mhD6CJaJh N6CJaJhS5CJaJh@ 5CJaJh mhD5CJaJh mh>CJaJhPhDCJaJh mh.CJaJh mhRCJaJh mh]5CJaJh0ehDCJaJhSCJaJh mh_LCJaJh6CJaJh mhDCJaJ.%a&*,K]gd"0 h&dPgd4  hh^hgd _ & F hh^hgd"hj & F hh^hgdD hgdDgd> & F 88^8gdD%&W`a{ )*+,K\]z{Һڮuju_Wh#$CJaJh mh=CJaJh mhPCJaJh mh J/CJaJh mhgCJaJh mhFCJaJh mhF5CJaJh mh|5CJaJh mh"hj5CJaJh _h _5CJaJh"hjhs5CJaJhX fCJaJh"hjCJaJh mh.CJaJh mhDCJaJhwCJaJ"./7>W\]ghuֿwlaYaYalNh mh CJaJhCJaJh mhCJaJh mh=CJaJh mh 5CJaJhCJaJh mhsCJaJhSCJaJh mhm CJaJh mhgCJaJh mhDCJaJh mhD5CJaJh mhOCJaJh mh6666666666666666666666666666666666666666666666666hH6666666666666666666666666666666666666666666666666666666666666666666666666662 0@P`p2( 0@P`p 0@P`p 0@P`p 0@P`p 0@P`p 0@P`p8XV~PJ_HmH nH sH tH D`D AeNormalCJ_HaJmH nHsH tHDA D Default Paragraph FontRiR 0 Table Normal4 l4a (k ( 0No List 4@4 UJEHeader !4 4 UJEFooter !HOH 4Resume Align Right `'B'`!B 50Comment ReferenceCJaJ4@24 50 Comment TextBoAB 50Comment Text CharCJaJHj@12H 50Comment Subject5CJ\aJNoaN 50Comment Subject Char5CJ\aJD@rD 50 Balloon TextCJOJQJaJJoJ 50Balloon Text CharCJOJQJaJPK!pO[Content_Types].xmlj0Eжr(΢]yl#!MB;.n̨̽\A1&ҫ QWKvUbOX#&1`RT9<l#$>r `С-;c=1g~'}xPiB$IO1Êk9IcLHY<;*v7'aE\h>=^,*8q;^*4?Wq{nԉogAߤ>8f2*<")QHxK |]Zz)ӁMSm@\&>!7;wP3[EBU`1OC5VD Xa?p S4[NS28;Y[꫙,T1|n;+/ʕj\\,E:! t4.T̡ e1 }; 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