Anthony Evangelista
Port Jefferson
Summary
Dedicated college student with a passion for learning and commitment to academic excellence. Proficient in time management, collaboration, and problem-solving. Thrives in dynamic academic environments and eager to contribute skills and enthusiasm to diverse projects and opportunities.
Overview
2
2
years of professional experience
Work History
NJ Brokerage Operations Representative Intern
Fidelity Investments
Jersey City
06.2025 - 08.2025
- Adapted a proactive risk management mindset by continuously assessing operational, market, and data-related risks across security setups and pricing workflows, ensuring accuracy, compliance, and minimal exposure to potential errors.
- Developed a high-level understanding of security identifiers (CUSIPs, ISINs, SEDOLs) and core attributes across equity, fixed income, and structured products.
- Analyzed diverse asset classes to understand risk-return profiles and learned how accurate security data informs portfolio construction and decision-making.
- Analyzed valuation methods and data sources with the Pricing Team for daily NAV and end-of-day pricing feeds.
- Built and optimized SQL queries in Hue to extract and analyze setup volumes, product classifications, and trading activity for internal reporting.
- Created Power BI dashboards visualizing trends in security setups by source (manual/systemic/bulk) and product type to support internal JIRA projects OSGVRM-311 and OSGVRM-313.
Admin Financial Assistant
The Way Back Inc.
Port Jefferson
07.2024 - 01.2025
- Analyzed financial reports and data trends to identify discrepancies and provide actionable insights.
- Utilized accounting software (e.g., Excel) to manage financial records and generate reports.
- Communicated effectively with clients and team members to facilitate information exchange and support financial processes.
- Organizational Skills: Excellent time management and multitasking abilities.
- Basic Accounting Principles: Understanding of bookkeeping and financial statements.
BUAN-Marketing Internship
Scranton University
Scranton
05.2023 - 08.2023
- Analyzed consumer behavior and trends to inform strategic marketing decisions.
- Compiled reports and insights to support development of effective marketing strategies.
- Conducted competitor and industry research to identify market opportunities.
Education
Bachelor of Science - Finance
St. John’s University, Tobin School of Business
Queens, NY05-2026
Bachelor of Science - Finance, Business Analytics
The University of Scranton, Kania School of Business
Scranton, PASkills
- Financial analysis
- Risk management
- Excel
- SQL
- Power BI
- Data visualization
- Python
- Snowflake
Timeline
NJ Brokerage Operations Representative Intern
Fidelity Investments
06.2025 - 08.2025
Admin Financial Assistant
The Way Back Inc.
07.2024 - 01.2025
BUAN-Marketing Internship
Scranton University
05.2023 - 08.2023
Bachelor of Science - Finance
St. John’s University, Tobin School of Business
Bachelor of Science - Finance, Business Analytics
The University of Scranton, Kania School of Business