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Global Wealth Management Analyst Resume Example

Resume Score: 50%

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GLOBAL WEALTH MANAGEMENT ANALYST
Education
Bachelor of Arts: Economics and Political Science, 2017
Denison University - City, State
  • 3.26 GPA
Bachelor of Arts: Economics and Political Science, Fall 2015
Arcadia University: The College of Global Studies - City, State
  • 4.00 GPA
Employment History
Global Wealth Management Analyst, 07/2016 to Current
Company Name – City, State
  • Accepted three-year full-time position beginning July 2017
  • Received full-time offer based on performance during Summer Analyst program during Summer 2016
  • Required to pass the Series 7 and Series 63 Financial Industry Regulatory Authority (FINRA) exams
Global Wealth Management Summer Analyst, 06/2016 to Current
Company Name – City, State
  • Participated in active portfolio management for clients with $100M+ of assets under management
  • Aided in prospecting, client reporting, market research, and client meeting preparations
  • Collaborated with team of 3 interns to propose new reporting methods to better serve firm needs
Tour Guide, 03/2015 to Current
Company Name – City, State
  • Tour approximately 50 prospective students and representatives from other institutions around campus each semester
  • Market the benefits of an education at Denison University by sharing experiences and knowledge of the institution.
Intern, Legal Department, 09/2015 to 11/2015
Company Name – City, State
  • Facilitated the development of an electronic database to house ISDA documentation
  • Assisted the department in contract establishment between issues and investors for debt and equity sales
  • Reviewed and reconfigured insurance policies for Mizuho International and its affiliate, DIAM International
Leadership Experience

Kappa Sigma Fraternity – Granville, OH                                                                    September 2014 to Present

Grand Master, Gamma-Xi Chapter                                                                            January 2016 to Present

  • Serve as President of the chapter, overseeing the Executive Committee and advising chapter operations as a whole
  • Previously served as Grand Treasurer (2015), head of chapter finances, and Rush Chair (2014), head of recruitment

Denison University – Granville, OH

Student Member, Denison Investment Group                                                               August 2014 to Present

  • Investigated alleged infractions with other board members by interviewing witness, in addition to outside counsel 

Denison University – Granville, OH

Student Member, University Appeals Board                                                               May 2015 to August 2016

  • Appointed by the University President for exemplary work on the Student Conduct Board (SCB)
  • Utilize appellate jurisdiction to review decisions by the Student Conduct Board or the Academic Integrity Board

Denison University – Granville, OH

Student Leader, DenisonOutdoor Orientation                                                                August 2014 to August 2016

  • Lead a group of 50 first-year students on an annual backpacking trip in the Kentucky wilderness prior to the school year

Boy Scouts of America – Wooster, OH                                                                           March 2006 to March 2013

Eagle Scout, Troop 61                                                                                                  January 2013

  • Planned and executed a community service project for the City of Wooster totaling more than 200 service hours
Skills
  • Microsoft Office Suite
  • Adobe Creative Suite
  • Bloomberg Terminal
  • GoldenSource
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Resume Overview

School Attended

  • Denison University
  • Arcadia University: The College of Global Studies

Job Titles Held:

  • Global Wealth Management Analyst
  • Global Wealth Management Summer Analyst
  • Tour Guide
  • Intern, Legal Department

Degrees

  • Bachelor of Arts : Economics and Political Science , 2017
    Bachelor of Arts : Economics and Political Science , Fall 2015

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