Semi-Target School

Name Here
(123) 456-5432 | name.here@school.edu 753 Main Street
Animal House Hall, Room 258 Central Suburbs, CT
North Springfield, NE 49326-4821 (860) 321-9876
EDUCATION
Semi-Target University, School of Business Northeast, NE
Bachelor of Science in Management; Concentrations in Finance and Economics; Minor in History May 2012
 Honors Program; Cumulative GPA: 3.54/4.00. SAT I: 750 Math, 720 Verbal. SAT II: 770 U.S. History
 Relevant Coursework: Corporate Finance, Investments, Basic Finance, Business Forecasting, Financial Accounting
EXPERIENCE
F100 Insurance Company, Retirement Plan Strategies Hartford, CT
Investment Strategy Intern, New Business Group June ‘10 – August ‘10
 Crafted fund lineups for RFPs from clients with at least $20mm in 401(k) or pension plans
Mapped the investment portfolio by updating their asset allocation to replace insufficient funds
Endorsed proprietary rather than traditional products, such as manager of manager funds for mutual funds,
(redacted) for target date funds, and (redacted) for annuities to maximize revenue
Used Morningstar to research contracted mutual funds’ performance, income, and expense ratios, portfolio
manager, and core philosophy; identified investment options that offer the best cost-benefit balance for the client
and the firm
 Evaluated the viability of over 70 MoM funds, using fundamental and technical analysis
Recommendation resulted in the placement of 3 funds on the watch list and the replacement of 1 fund
Further investigated watch list funds by listening to portfolio manager quarterly conference calls and reading
commentary, so to determine the extenuating circumstances, if any, for the insufficient fund performance
 Facilitated the development of a new product and revenue-stream for the company by assisting an existing plan sponsor
replace their independent advisor; created questions, sent RFPs to major consultants, and scored responses
 Compared multiple RFP responses and determined the investment preferences of the major consulting firms; created a
database in order to identify trends and facilitate greater efficiency in future mappings
Hotel Management Company 1, Residence Inn by Marriott Central, CT
Guest Services Agent June ‘08 – August ‘09
 Performed internal audits and reviewed front-desk transactions, so to maintain a fixed cash balance
 Researched over 25 corporate targets in travel-intensive industries in the (redacted) area, and consolidated list to 12
businesses without long-term hospitality contracts; analysis and recommendation resulted in the acquisition of 4 clients
 Augmented interpersonal and problem-solving abilities by resolving guest issues as the primary client-serving associate
 Provided operational and administrative support to the hotel sales department through the formation of a client database
Hotel Management Company 2., Fairfield Inn & Suites by Marriott Central, MA
Night Auditor, Guest Services Agent January ‘07 – June ‘08
 Facilitated 2007 increases of 8% in guest satisfaction score and 15% in gross room revenue
 Analyzed the accuracy of the accounting controls by conducting weekly reconciliations of operating cash deposits
 Preserved optimal hotel inventory levels in order to maximize selling potential and overall room occupancy percentage
 Trained 5 front-desk employees on franchise standards, hotel-specific operations, and the property management system
LEADERSHIP
Deloitte & Touche
Participant - Deloitte National Leadership Conference - Scottsdale July ‘10
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Participant – C.A.M.P. Deloitte – New York July ‘09
 Selected as 1 of 40 students nationwide for the 3 day pilot Deloitte Career Action Map Program
 Led team of 5 students in the presentation of 3 audit, tax, and consulting case studies relative to the Deloitte Client
Experience; team performance resulted in 2nd place finish overall among 8 groups in judging by a panel of partners
ACTIVITIES
School Finance Academy, Officer April ‘10 – Present Ethics Class, Teaching Assistant April ‘10 – Present
School Investment Club, Member September ‘08 – Present School Honors Program, Member August ‘08 – Present
High School Basketball, Manager November ‘06 – March ‘08 School Service Program, Volunteer September ‘08, ’09
SKILLS & INTERESTS
Technical: Morningstar Principia, Access, Excel, SPSS, Stata, Matlab, Lotus Notes, Marriott FOSSE PMS
Language: Gujarati (conversational proficiency), Spanish (intermediate proficiency), Hindi (basic proficiency)
Interests: NBA Salary Cap Analysis, School Basketball Recruiting, Intramural Soccer, Traveling, Investing ($32,000 portfolio)