Summary
Overview
Work History
Education
Skills
Timeline
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Jordan Dotson

Burlington,NJ

Summary

Dynamic and goal-oriented Junior with strong interests in finance, politics, and real estate investing. Division I athlete at Harvard, equipped with exceptional leadership and teamwork skills. Passion for finance, especially trading. Committed to leveraging analytical mindset and competitive drive to pursue a career in finance.

Overview

4
4
years of professional experience

Work History

Retail Trader

03.2023 - Current
  • Execute day and swing trades primarily in S&P 500 futures, and occasionally gold and silver futures.
  • Occasionally trade individual stocks and options when high-probability opportunities arise.
  • Conduct detailed technical and fundamental analysis to guide trading decisions and risk management strategies.
  • Stay updated on macroeconomic trends, data releases, and geopolitical events to inform trading strategies.

Macro Trader Intern

Gelber Group
06.2024 - 08.2024
  • Conducted in-depth analysis of global macroeconomic trends, geopolitical events, and financial markets to identify trading opportunities
  • Assessed and managed risks associated with trades, including market, liquidity, and operational risks.
  • Executed trades across various asset classes, including currencies, equities, commodities, and fixed-income, based on economic data and market analysis.
  • Followed and discussed economic data releases, changes in central bank policy, global political and economic events, and other factors impacting financial markets to inform trading decisions.

Student Analyst

Make A Play Foundation - Morgan Stanley Case Comp.
04.2023 - 06.2023
  • Selected to participate in an invite-only case competition with Morgan Stanley's Fixed Income Division, developing an investment thesis for MD, Stephen Dance, to recommend the best asset for a client to invest in through ‘23 (i.e., treasuries, equities, investment grade credit)
  • Performed a general macroeconomic analysis using the P.E.S.T.E.L. framework to determine which asset class my team’s client should allocate their money into, assessing political, economic, sociological, technological, legal, and environmental factors affecting investments
  • Authored a 2-page recommendation report to propose different asset classes to my team given the economic climate and backdrop of 2023, introducing 5 possible resolutions that guided the team’s final recommendation presented to Morgan Stanley through a 12-page slide deck

Server

Stewart's Drive-In
07.2020 - 08.2022
  • Handled numerous transactions with accuracy and efficiency while serving customers in a fast-paced environment
  • Cultivated a strong ability to create meaningful relationships with customers through effective communication and a genuine interest in their needs and preferences, contributing to our loyal customer base and increased revenue for the restaurant
  • Resolved customer complaints promptly and professionally to maintain positive reputation.
  • Used slow periods to restock supplies, ice, trays, etc.

Education

Bachelor of Arts - Government

Harvard University
Cambridge, MA
02-2026

Skills

  • Trading
  • Technical & Fundamental Analysis
  • Financial Analysis
  • Excel Modeling
  • Policy Analysis
  • Economic Market Research
  • Real Estate Underwriting
  • Problem-Solving
  • Adaptability
  • Leadership
  • Creativity
  • Time Management

Timeline

Macro Trader Intern

Gelber Group
06.2024 - 08.2024

Student Analyst

Make A Play Foundation - Morgan Stanley Case Comp.
04.2023 - 06.2023

Retail Trader

03.2023 - Current

Server

Stewart's Drive-In
07.2020 - 08.2022

Bachelor of Arts - Government

Harvard University

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Jordan Dotson