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Donald Jobs
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(+86) 138-0000-0000
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No.67, Lane123 Job Road,, Job District, Shanghai, 200070
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service@55.la
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Objective: Financial Analyst
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SUMMARY
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Bachelor of Commerce, Finance and Economics (Spring 2009); with future plans to pursue MBA
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Two years experience at TDCT as part-time assistant to Financial Adviser; completed CSC
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Directed Commerce Society Finance events, established Investment Club on campus
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Advanced proficiency in modeling gained through course projects and assignments
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EDUCATION
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June 2014
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Bachelor of Commerce, Finance and Economics
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University of Toronto Mississauga
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GPA: 3.8
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2014
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Canadian Securities Course (Honours)
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RELEVANT EXPERIENCE
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2012 - Present
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Assistant to Financial Adviser
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TD Canada Trust (part-time)
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Reviews client files to evaluate alignment of investments with profile; identifies required action for Financial Advisor; drafted three proposals which were accepted
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Commended for ability to maintain customer focus while meeting deadlines
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2012 - Present
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Vice-President of Finance
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UTM Undergraduate Commerce Society
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Analyzed needs, negotiated sponsorships and presented at five special events featuring industry speakers
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Increased level of Finance student participation by more than 20%
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Jan 12 - Mar 12
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Valuation Project, UTM Finance Course
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Analyzed fictitious, publicly traded company; valued securities and intangible assets; recommended opportunities that would structure capital so as to maximize value. Showcased recommendations in advanced PowerPoint presentation
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Awarded A+, including special recognition for efficient teamwork
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Nov 11 - Dec 11
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Marketing Assignment, UTM Finance Course
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Analyzed distribution alternatives, including detailed market-share study. Required advanced proficiency in modeling using Excel
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Awarded A+
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2010 - 2011
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Charter member
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UTM Investment Club
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Researched other student clubs and collaborated with business professor to draft charter. Researches market sectors and presents appropriate investment recommendations at club meetings
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Average annual rate of return on portfolio: 14%
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