Pat Smith
New York, New York
Financial Analyst
New York Consulting Group

Assessing marketing trends and internally developing reports and identifying investment opportunities positioned for above-market growth
Preparing reports of the best investment opportunities for use by clients looking to expand profiles
Leading meetings with clients to go over performance of portfolios, discuss any alterations to goals for the portfolios and explain options for changing portfolios to accomplish new goals
Working alongside junior staff to facilitate the development of new hires through example setting and one-on-one meetings to discuss junior analyst performance
Junior Financial Analyst
Wilson Kent

Compiled market-trend data gathered through personal research and research of others on the analyst team into reports for senior analysts
Provided lists of recommended investment opportunities to be vetted and implemented at the discretion of senior analysis staff
Met with clients alongside a senior analyst, serving in an assisting role during meetings, providing necessary visual aids or reports and also observing senior analyst as a learning aide
Assisted accounting department in the development of monthly statements and analyzed documented spending for areas of unnecessary expenditure to lower operating costs
Finance Department Intern
Washington Financial

Shadowed financial staff and observed their daily activities, including meeting with clients to discuss investment options and executing financial plans
Contacted clients by email and telephone to establish updated records for everyone in the system
Performed record-keeping tasks such as data entry, record filing and typing out notes following department meetings
Worked with accounting department to compile reports on internal spending to identify areas for improvement
Tested potential software platforms and offered opinions on functionality of each to assist in selection of new OS
  • Market analysis
  • Strategic planning with a team
  • Financial modeling
  • Decision-making and problem-solving ability
  • Strong verbal communication skills
Bachelor of Science in Finance
Seton Hall University
  • English: Conversational