J A M E S NEE D S A J OB
NYC
@
RELEVANT PROFESSIONAL EXPERIENCE
XYZ
New York, NY
Analyst 12 month program…
Oct. 2013 –Oct. 2014
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Worked on a newly established platform, with a start-up business model, contributing to its growth alongside of two senior level executives responsible
for rationalizing the allocation of capital and liquidity.
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Prepared presentation materials, pitch books, and reports, which were used by the Latin America Finance, Portfolio Management, Project Finance, and
Global Energy and Commodities group.
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Analyzed, researched, and interpreted various economic indicators, and performed in-depth due diligence on Natixis’ portfolio companies utilizing
Bloomberg terminal.
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Involved in various aspects of transaction analysis and execution, including: financial modeling; underwriting transaction upsizes, refinancings, and
repricings that arose out of the portfolio; review of agreements; review and negotiation of financing documents; preparation of credit applications.
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Performed portfolio review and analysis by running liquidity, transferability, optimization, and internal return metrics based on bank’s capital
constraint model.
XYZ Washington, DC
Consultant
June –July 2013
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Audited and reviewed over 1,000 cases entailing financial documents of major consumer banks regulated by the Consumer Protection Bureau (CFPB)
for the Unfair, Deceptive or Abusive Acts and Practices (“UDAAP”) regarding a debt cancellation “add-on” product offered in connection with
unsecured consumer lending.
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Analyzed audit findings and prepared preliminary analysis in an efficient manner while maintaining effective communication with senior management.
XYZ Washington, DC
Consultant
Sept. 2012–Feb. 2013

Gained highly skilled insight into auditing complex financial securities and applying federal and state-specific legislation regarding judicial and nonjudicial requirements, bankruptcies, and loss-mitigation processes.

Interfaced with over 80 team members with diverse backgrounds to communicate, in an ever changing environment, new guidance and review
procedures in an efficient and orderly manner.

Engaged in several projects which required assisting senior managers in developing strategic plans and building complex forecasting financial models
in order to identify potential addressable markets and cost saving opportunities.
XYZ Cleveland, OH
Intern
March–May 2012

Assisted in managing client portfolios by utilizing various portfolio composition techniques and evaluating stocks based on fundamental analysis.
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Researched and analyzed various companies and developed reports on their financial health, marketing and stock trading.
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Participated in over 10 client meetings and relationship-building initiatives.
XYZ Cleveland, OH (remote)
Intern
Jan.-March 2012

Prepared reports, opinions, and recommendations, for use in the proprietary research that provides detailed and unbiased investment advice of
consumer driven publicly traded companies for institutional investors, while adhering to strict deadlines.

Gathered, analyzed, and synthesized data on companies followed by senior analysts.
XYZ Cleveland, OH
Co-Founder
Oct. 2010-Nov. 2011

Developed strategic plans and business development initiatives as an operational tool for ensuring strong customer-centric and value–driven investment
services.
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Directed the daily operations of the firm (capital raising, deal structuring, negotiation & closure, , relationship building & turnaround management).

Pitched to over 40 potential investors in United States and Europe successfully raising $100,000 and $200,000 in commitments between February 2011
and July 2011.
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Developed systematic, quantitative investment models that utilize pattern recognition methodologies with low correlation among various financial
instruments.

Performed company valuations, and comparable analysis utilizing multiples, profitability, solvency, and liquidity ratios.
XYZ Cleveland, OH
Intern
Aug.-Dec. 2009

Developed and authored a new strategic business model with the purpose of increasing sales and enhancing the company’s image through the use of
social media.
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Managed and assigned tasks to a team consisting of four people.

Assisted in remodeling and tweaking E-City’s website and automating customer service.
XYZ Cleveland, OH
Intern
May-July 2008
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Utilized EDGAR database for data mining.
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Researched various economic trends and fundamental factors that affected Cleveland’s industrial development. Created a series of linear regressions
related to economic growth and business development in Cleveland over the last three decades.

Performed in-depth financial statement analysis of Cleveland based companies, and used them to create a model forecasting the development and
economic growth of the city.
EDUCATION
XYZ
XYZ
Bachelor of Science in Management [Finance]
May 2012
Relevant Coursework: Corporate Finance / Financial Modeling / Financial Accounting/ Econometrics / Economics/ Operations Research/ Business Statistics/
Entrepreneurial Strategy/ Business Policy/ Information Systems
OTHER SKILLS, ACTIVITIES & INTERESTS
Language: English, Polish, some German and Japanese
Activities: Wharton Club of DC (2012-Present), CWRU Marketing Club (2007-2010), Lion’s Club (2007-2010), CWRU Consulting Group (2011), Volunteer &
Participant of fundraising and charity events (Lion’s Club, Rainbow Children’s Hospital totaling 138 hours, Cleveland Food bank, and Red Cross)
Interests: Kendo, Photography, Table Tennis: previously at a national level, Painting: received third place in a regional Fine Arts Comp., Trend Following (Richard
DenTechnology Summary: MS Office (Word, Excel, Power Point), STATA, Macromedia Products (Flash, Dreamweaver, Fireworks), Think or Swim Platform,
Bloomberg, HTML, VBA