Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Summary

Motivated Investment Banker with six years of finance expertise. Proven track record in portfolio growth, M&A strategies, and client management. Adept at financial modeling and market analysis.

Overview

1
1
Certification

Work History

Investment Banker

CapitalGrowth Advisors
1 2023 - 7 2025
  • Managed portfolios over $500M in assets
  • Achieved 15% client portfolio growth annually
  • Developed financial models for M&A opportunities

    Financial Analyst

    Dynamic Finance Group
    1 2020 - 12 2022
    • Conducted market research for investment decisions
    • Increased ROI by 10% through strategic insights
    • Prepared financial reports for senior management

      Junior Financial Consultant

      Riverside Financial
      1 2019 - 12 2019
      • Assisted in managing $200M client portfolio
      • Improved client satisfaction scores by 8%
      • Analyzed financial statements for performance

        Education

        Master of Business Administration - Finance

        Harvard Business School
        Cambridge, MA

        Bachelor of Science - Economics

        University of Chicago
        Chicago, IL

        Skills

        • Financial Analysis
        • Portfolio Management
        • Risk Management
        • Market Research
            • Mergers & Acquisitions
            • Investment Strategies
            • Financial Modeling
            • Client Relations

          Certification

          • Chartered Financial Analyst (CFA) - CFA Institute
          • Financial Risk Manager (FRM) - Global Association of Risk Professionals

          Languages

          Spanish
          Beginner (A1)
          French
          Beginner (A1)
          Mandarin
          Beginner (A1)

          Timeline

          Master of Business Administration - Finance

          Harvard Business School

          Bachelor of Science - Economics

          University of Chicago

          Investment Banker

          CapitalGrowth Advisors
          1 2023 - 7 2025

          Financial Analyst

          Dynamic Finance Group
          1 2020 - 12 2022

          Junior Financial Consultant

          Riverside Financial
          1 2019 - 12 2019