Summary
Overview
Work History
Education
Skills
Timeline
Generic

Connor Soos

Macungie,PA

Summary

Motivated college student at Saint Joseph’s University with a strong interest in finance, investment banking, and wealth management. Developing hands-on financial and analytical experience through involvement in the SJU Investment Fund and Investment Banking Readiness Program. Eager to apply strong problem-solving, teamwork, and communication skills while gaining professional experience in the financial services industry.

Overview

1
1
year of professional experience

Work History

SJU Investment Banking Readiness Program

Saint Joseph's University
Philadelphia, Pennsylvania
05.2026 - Current
  • Selected to participate in a competitive investment banking preparation program focused on developing the technical and professional skills required for careers in investment banking and corporate finance.
  • Developed proficiency in financial statement analysis, valuation methodologies, transaction analysis, and investment banking fundamentals through structured training and applied exercises.
  • Prepared for investment banking recruiting process through technical interview preparation, networking, resume development, and engagement with industry professionals and alumni.

SJU Investment Fund

Saint Joseph's University
Philadelphia, Pennsylvania
08.2025 - Current
  • Participate in a student-managed investment fund, gaining hands-on experience with equity research, portfolio management, and investment decision-making.
  • Analyzed publicly traded companies using financial statements, valuation metrics, industry trends, and economic conditions to evaluate potential investments.
  • Research stocks and develop investment recommendations, supporting conclusions with quantitative and qualitative analysis.

Fufillment Expert

Target
Macungie, Pennsylvania
05.2026 - 08.2026
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.

Education

Bachelor of Business - Finance

Saint Joseph's University
Philadelphia, PA
05-2029

Skills

  • Investment research
  • Portfolio management
  • Attention to detail
  • Time management
  • Team collaboration
  • Flexible and adaptable
  • Dependable and responsible
  • Customer support

Timeline

SJU Investment Banking Readiness Program

Saint Joseph's University
05.2026 - Current

Fufillment Expert

Target
05.2026 - 08.2026

SJU Investment Fund

Saint Joseph's University
08.2025 - Current

Bachelor of Business - Finance

Saint Joseph's University
Connor Soos