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Business Analyst Resume

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Charlotte, NC

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Education

  • B.A., English & Economics
    Real World Markets / International Price Theory / International Finance
    CFA Level 1 Candidate (Dec 2011)

Professional Experience

Confidential, Charlotte, NC May 2011 - Present
Business Analyst - Market Surveillance/Monitoring

  • Investigative Research: GBAM, GWIM, & AM Associate Accounts
  • Reconciliation of Brokerage, IRA, 401k Associate Accounts
  • Analyzing & Indexing Statements
  • Interaction with Clients to Insure Compliance of FINRA Policies
  • Monitor Associates for Potential Trading on Non-Public Information (Insider Trading)
  • Trade Entry (Equities/Fixed Income/FX)
  • Experience with Bloomberg Terminal
  • Experience with AIM (Associate Investment Monitoring) System

Confidential, Baltimore, MD October 2010 - Jan 2011
Personal Banker

  • 401ks, IRAs, Money Market Accounts, DDA Accounts/Savings Accounts
  • Personal, Small Business, Retirement & Estate Solutions
  • Generated referrals to Financial Advisors

Confidential, Baltimore, MD May 2010 - September 2010
Marketing Analyst Intern

  • Compiled weekly reports for clients such as Comcast, Motorola, and Harvard Univ.
  • Marketing Campaigns in excess of $50,000
  • Used search algorithms to compile over 50 performance reports
  • Worked with Vlookups, Pivot Tables, Formulae, etc.
  • Sat in on over 20 conference calls with Chief Officers of Perk Street Financial & Comcast

Other Skills & Experience

Confidential

  • Exec. Board 2007 - 2010
  • Recruited All-Time Record of 29 Members in Fall 2009 as Recruitment Head
  • Founded 2 Philanthropy Programs

Financial Analysis Skillset

  • Basic Knowledge of Leverage/Liquidity/Performance Ratios
  • Basic Equity Analysis (DCF & CAPM Models)
  • Financial Statement Analysis
  • Manage P&L of Personal Portfolio (Equities & FX)

Computer Skillset

  • Microsoft Excel (Pivot Tables/VLookups/Data Manipulation)
  • Access/Office/Powerpoint/Frontpage (Intermediate - Advanced)
  • Hardware & Operating Systems (Advanced)
  • Bloomberg Terminal Experience

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