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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 908-692-1461 abc@xyz.com
Summary of Qualifications
Analytical finance and economics professional with strong research, data analysis and data mining skills.
Excellent listening, verbal communication and interpersonal skills to work well with clients and colleagues.
Proficient with Microsoft Office and SQL.
Fluent in English and Guajarati.
Professional Experience
Financial Analyst, Bloomberg L.P. Skillman, NJ Dec. 2014-Present
Initially started working with the Mortgages Department, reviewing company filings and prospectuses to ensure they were adhering to the Dodd Frank Act, specifically the Volcker Rule.
Collaborated with a team to verify what types of assets each company could invest in, and whether it was covered or synthetic bonds or funds.
Provided clients with most recent shareholding information on domestic and international companies.
Researched SEC filings to gather more information on each company.
Helped new employees understand how the Bloomberg Terminal works.
Transferred to the Global Data Management Department/Stakeholders Team, analyzing annual reports, quarterly s, Form 4 s, and other documents of publicly-traded companies based in the U.S. or abroad.
Secured information on shareholders investing in each company to see if they were directors or insiders within that firm or from different holding companies, banks or corporations.
Updated the Bloomberg Terminal based on findings to provide investors with the most up-to-date information regards shares at a specific company.
Collaborated with team members to help the London office with a mapping project that helped investors get a better sense of a particular company s holdings and investments.
Analyzed large institutional investment managers and the makeup of their portfolios, which companies they are investing in through their portfolios and how much.
Assessed corporate filings such as 10K s, Form 4s, annual and quarterly reports and SEC fillings.
Helped launch a new function within the Bloomberg Terminal to make it easier for investors to obtain stakeholding information.
Monitored if shareholdings were part of the float depending on their institution type, which enabled clients to see if shares were held short-term or long-term.
Processed annual reports, quarterly reports, Form 4 s, 13F and various other company filings, including gathering portfolio information from 13F institutional investment filers to compile a history of holdings.
Canvasser, Democratic National Committee New Brunswick, NJ Nov. 2012-Nov. 2013
Political Caller, Eagleton Institute of Politics, New Brunswick, NJ Nov. 2012-Mar. 2013
Education and Honors
BA, Economics, with minors in Psychology and Human Resource Management; earned May 2014
Rutgers University New Brunswick, NJ
Awarded Dean s List honors.
Coursework: Health Economics; Financial Economics; Econometrics; Computer Applications; Money & Banking; Financial Accounting; Statistics; and Corporate Governance.
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