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wealth management intern resume example with 6+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Aspiring for a career in the financial services industry and passionate for both the quantitative analysis and personal client connection. Have been a part of a large number of successful teams and projects (College of Idaho Men's Basketball Team, Chartered Financial Analyst Research Challenge, Student Athletes Advisory Committee and Yote's Student Enterprise). Have held 3 Summer internship positions, two of which are directly related to finance or investment management (RBC WM Intern, U of Wyo Business Office Intern).

Currently a CFA level 1 candidate and registered to sit for the exam in May of 2022.

Education
BBA: Finance Specialization, Expected in 05/2022
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The College of Idaho - Caldwell, Idaho,
GPA:
Status -
  • Minors - Math, Political Economy and Spanish
  • Member of Student Athletes Advisory Committee
  • Dean's List 2019, 2020, 2021
Work History
Wealth Management Intern, 04/2021 - 08/2022
Mountain American Credit Union Meridian, ID,
  • Developed skills and knowledge relating to wealth and investment management by completing projects and presentations in the following areas:

1. Asset management (dividend, growth & international equities);

2. Wealth management (planning, liability management & trust/estate);

3. Fixed income and retirement accounts (IRA, 401-K, etc.); and

4. Alternative investments (private equity, hedge funds, RE, etc.).

Business Office Intern, 05/2020 - 08/2021
University Of Wyoming Athletic Department City, STATE,
  • Performed office-related support tasks and clerical functions.
  • Helped transfer to and begin accounting operations in QuickBooks.
  • Supported the CFO in numerous daily activities of a $40M operation including, but not limited to, expense reports, individual department financials, personnel, benefits and salaries.
Media & Public Relations Intern, 05/2020 - 08/2020
University Of Wyoming Athletic Department City, STATE,
  • Worked with social media analytics and website management. Assisted the department in digital creation, distribution and analysis.
  • Worked closely with communications and marketing staff to develop ideas, conduct research and support content creation.
  • Aided in the specific promotion of UW athletic summer camps.
Cofounder & Landscaper, 05/2016 - 08/2020
Champs Landscaping City, STATE,
  • Grew revenue by more than 600% through direct sales and a focus on marketing and brand exposure within the community. This includes door to door, digital media and promotional items.
  • Helped expand the business model from individual household landscaping to commercial properties (apartments/local business).
Accomplishments
  • College of Idaho Men’s Basketball Team (2018 – present). During my four years our cumulative record is 86-21.
  • NAIA Scholar Athlete - 2020-21.
  • Academic All-Conference Basketball (Cascade Collegiate Conference) - 2019, 2020, 2021
  • CFA Institute Research Challenge. Created a “buy, sell, hold” valuation of a publicly traded company through deep research, financial models, and rationale. Was nominated and selected to be part of the five-person team that presented a formal presentation, documentation, and a subsequent question and answer segment. Won the Spokane-local competition and competed in the sub-regional competition.
  • Yote's Student Enterprise. Spearheaded the successful application of a student-led, food tent at College of Idaho football games. Led our team’s supply and inventory division, working directly with large distributors. Headed weekly (all-divisions) meetings, fostering communication and collaboration between departments.
Skills
    • Financials Analysis
    • Investment Analysis
    • Financial Plan Development
    • Microsoft Excel, Word, Powerpoint, Onenote
    • Verbal and Written Communication
    • Attention to Detail
    • Critical Thinking and Problem Solving
Languages
Spanish :
Limited Working:
Negotiated :
:

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Resume Overview

School Attended

  • The College of Idaho

Job Titles Held:

  • Wealth Management Intern
  • Business Office Intern
  • Media & Public Relations Intern
  • Cofounder & Landscaper

Degrees

  • BBA

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