Summer Analysts are basically assigned some key tasks by the company which can be financial analysis, accounting, valuation or investment banking. The major responsibilities that a Summer Analyst has to handle will be to gather and synthesize financial and operating data of the company, create and update financial models, gather market data and analyze the trends, assist the company in valuing and pricing transactions, draft presentations, memoranda and attend team discussions or client meetings.
The much-needed qualifications and skills for this post are strong analytical and numerical strength, excellent academic background, fluency to communicate in various languages and computer competencies. Most of the eligible Summer Analyst Resume highlight a degree in economics, accounting, politics, supply chain management, business administration or related field.
Summary : As a Summer Analyst, played an integral role in all of the firm’s merger and acquisition advisory activities. Analysts are expected to be active contributors during every phase of the deal process and are encouraged to handle a high level of responsibility on transaction teams.
Skills : Accounting, Word, Excel, Wordpress, Networking, Financial Modeling, Research, Social Networking.
Description :
Identified privately-owned companies that are for sale, analyzing the opportunity, matching it to qualified executives, and shopping the deals to private equity firms.
Led a vertical integration pitch to a PE firm.
Created a document explaining Blackmore structure, position in the marketplace, benefits to possible acquiring firm, using original research and knowledge.
Created a presentation and presented it to the leadership of the firm in question with the help of a teammate.
Accepted in the 6-figure per year range.
Assigned to two deals of privately-owned companies for sale.
Interacted with PE representatives concerning the deals, covering company structure, financial health, outlook, market positioning, and corporate strategy.
Experience
7-10 Years
Level
Management
Education
BS In Finance
Sr. Summer Analyst Resume
Summary : A detail-oriented and extremely motivated recent graduate of a highly accredited university with strong research and analytical skills, and a variety of experiences, currently looking for an opportunity to obtain a rewarding entry-level Financial Analyst position beginning as soon as possible.
Skills : Microsoft Office, Leadership Development, Bloomberg.
Description :
Worked directly with hedge funds, mutual funds, and more using a smart portfolio platform.
Able to work with the Alpha Theory team in a variety of different departments and projects.
Tasked with using data analytics to backtrack potential clients' performance without using Alpha Theory smart portfolio platform compared to the performance with Alpha Theory platform.
Allowed to hone excel skills as well as the use of data analytics with raw data.
Worked with the sales team.
Able to sit in on a variety of different calls with existing clients as well as potential clients.
Able to see how the product was pitched to potential clients and all the benefits that come with the product.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Arts
Summer Analyst/Counselor Resume
Headline : Managing the execution of client service activities such as initiating and monitoring account opening and asset transfers. Handling client inquiries, coordinating with specialists, and service centers to deliver an integrated service to the clients.
Skills : Sales, Summer Camp Counselor.
Description :
Completed and reviewed detailed financial models out laying equity structures, project budgets, investment timelines, project yield analyses, project cash flows, and many other aspects as to how developments are financed and structured.
Conducted market research and prepared research data to be presented to investors for equity and debt capital raising.
Prepared marketing materials for Transwestern's agency leasing team to be presented to potential tenants and brokers.
Met with development professionals as they talked about land acquisition, development financing, preleasing, and architecture and design.
Prepared a list of potential tenants who could prelease a proposed office tower development.
Charged of hospitality services of outside services at a premier golf club.
Directed hospitality events for numerous golf course operations.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Business
Summer Analyst Resume
Headline : As a Summer Analyst, Conducted research projects, on client accounts or to maintain department industry research and report information. Provided administrative coordination with trading, operations, and client service areas
Skills : Microsoft Powerpoint, Microsoft Word, Consulting, Minitab.
Description :
Performed market research and analysis to create research briefs and presentations which ultimately provided solutions for asset management firms.
Worked on 3 major projects while at Steward Partners.
Analyzed their abilities based on their cost, user experience, and portfolio management capabilities.
Used this analysis to create strategies for Financial Advisors to compete against Robo-Advisors and ultimately capture the business of Millenials.
Did this analysis to find a firm that could provide the appropriate metrics which would allow my client to prove their concept of consistent portfolio returns.
Identified these areas of the market as opportunities for Financial Advisors.
Managed funds in hopes of providing alpha over their corresponding benchmark returns.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Business
Credit Summer Analyst Resume
Headline : Responsible for Interpreting financial analyses prepared by target fund managers, including investment track records and financial statement analysis, and also Supporting Senior Research staff on sourcing and managing the inflow of investment opportunities.
Skills : <div>Accounting skills, Knowledge of industry, Computing skills.</div>
Description :
Able to work with the Alpha Theory team in a variety of different departments and projects.
Tasked with using data analytics to backtrack potential client performance without using Alpha Theory smart portfolio platform compared to the performance with Alpha Theory platform.
Allowed to hone excel skills as well as the use of data analytics with raw data.
Worked with the sales team.
Able to sit in on a variety of different calls with existing clients as well as potential clients.
Allowed to gain more insight into how the client is using the smart portfolio platform in their investment approach.
Able to see how the product was pitched to potential clients and all the benefits that come with the product.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Arts
Summer Analyst I Resume
Headline : As a Summer Analyst, responsible for Helping construct an argument regarding a decision to invest or not invest, and communicate that argument efficiently in written materials; be able to defend position in a team environment, including Investment Committee meetings.
Skills : Microsoft Office, Google Adwords.
Description :
Worked with managing partner in sourcing, evaluating, and executing transactions for private companies.
Performed market research, due diligence, and returns analysis on several publishing companies.
Analyzed financial statements and arrived at an asking price based on DCF analysis.
Activated in the negotiation process and participated in the finalization of the sale.
Sourced private equity firms, venture capitalist firms, and other investors in the retail sector.
Created a pitch book with company financials and industry trends for the client.
Examined the company's financials and helped nearly double their margin on two main products.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Summer Analyst/Executive Resume
Summary : Experience in developing strategies and quantitative models to manage one of the world's largest portfolios. Proficient in statistical, machine learning and financial modeling with R, MATLAB, C++.
Skills : Excel, SAS, R, SQL, STATA.
Description :
Covered market risk for equity trading desks in Tokyo and Hong Kong.
Issued daily reports of delta risk for the country and industry exposures.
Conducted preliminary research on risk management for Goldman Sachs Japan Real-Estate.
Used official land prices from government sources and different location profiles to construct a stress-test matrix for valuation.
Recommended cutting real estate exposure.
Contributed to a risk management study of distressed debt and private equity investments.
Focused on the cyclicality of South Korean distressed debt based on data from the Asian financial crisis.
Experience
7-10 Years
Level
Management
Education
Systems Engineering
Summer Analyst/Developer Resume
Summary : Building on current knowledge and experience in finance by obtaining a full-time position within a well respected company.
Utilized Excel to analyze waste management invoices of all 26 Akridge-owned properties and determine the most cost-effective waste management options.
Formed partnerships with 3 waste management suppliers who provided daily data, which allowed me to perform the study and meticulous analysis.
Analyzed the company's and individual properties' $3 million waste management budget.
Provided analysis updates to management at staff meetings.
Presented findings in PowerPoint and proposed recommendations to company and property managers.
Received a cash award for the work.
Created and maintained RIA and end client accounts on Envestnet, managing over 66 Financial Advisors and over $20 Billion in client assets.
Generated Unified Managed Account (UMA) Models according to Client Risk Tolerance.
Experience
7-10 Years
Level
Management
Education
BS In Finance
Summer Analyst Intern Resume
Headline : To obtain an entry-level position in finance where can apply analytical and research skills. Classes held throughout the summer teach the basic fundamentals of banking, with a specific focus on modeling and relevant analytical techniques.
Performed modeling in Excel for the underwriting of on-balance-sheet loans for multifamily and office space assets.
Updated credit comments by reviewing the status of loans and confirming borrowers' compliance with financial covenants.
Created guarantor analysis summaries from real estate schedules and financial statements of the client.
Assisted in the development of credit approval documents for prospective credit facilities.
Worked in the Commercial Sales team with major airlines as clients.
Developed aviation reports (fleet, backlog, lease expiries, forecasted aircraft net book values) and airline due diligence.
Provided financial analysis and modeling.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Arts
Summer Analyst Resume
Headline : Strategic problem solver with strong quantitative and analytical skills. A team-oriented, self-motivated Master of Management Studies candidate recognized for strong collaboration and inspiration.
Skills : Financial Analysis, Due Diligence, Market Research, Real Estate, Venture Capital, Investment Banking, Investment Management, Corporate Finance.
Description :
Worked closely with the Managing Partner to create a business plan to restructure a target company.
Wrote a detailed report about the business model and SWOT analysis of the top 15 biggest companies in the industry.
Conducted a thorough evaluation of current products in the market.
Recommended best-fit business models for the current Vietnam market.
Improved efficiency by 20% through directly processing and receiving orders for GEMS guides.
Achieved consistent inter-coder reliability score of 85% and above in all data sets.
Maintained databases and worked with developers to analyze trends and maintain consistency within data sets.
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