Summary
Work History
Education
Skills
Certification
Languages
Timeline
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Per de Jong

Per de Jong

Winter Park,FL

Summary

Competent and dedicated individual with a proven track record of taking on challenging assignments and achieving outstanding results. Possesses a strong work ethic, versatility, and exceptional communication skills that enable effective collaboration with colleagues and clients. Demonstrates the ability to adapt quickly to new environments and technologies, work effectively and independently, and acquire new skills efficiently. A valuable asset to any organization.

Work History

Equities Portfolio Management Intern

Quoniam Asset Management
Frankfurt, Hessen
2022 - 2022
  • Managed development of PowerPoint-generator tool for creating personalized investment presentations for clients, overseeing creation of roughly 30 slides, their configurations, stored procedures, and user stories.
  • Demonstrated exceptional collaboration skills by closely working with 4 different departments: equities, application development, fixed income, and SI teams to drive improvements for PowerPoint-generator tool and ensuring its effectiveness for all investment teams.
  • Successfully introduced tool and slides to 11 direct colleagues, 5 middle, and one upper management employee.
  • Efficiently onboarded and trained new work-student, providing comprehensive guidance on company procedures and software use.
  • Gained thorough understanding of Quoniam's investment strategy and participated in 2 sales calls with potential clients.

Investment Banking Intern

Ostsächsische Sparkasse Dresden
Dresden, Saxony
2021 - 2021
  • Worked across four key banking departments: Private Banking, Corporate Finance, Municipalities & Institutions, and Treasury.
  • Developed 7 custom investment portfolios and conducted thorough mutual fund research for clients utilizing industry-leading platforms such as Reuters/Refinitiv and Bloomberg.
    Partnered with 3 client advisors to understand client objectives and provide tailored investment solutions.
  • Represented company in 4 client meetings and negotiations, driving successful deals for investment plans, share offerings, and loan requests.
  • Demonstrated expertise by creating comprehensive presentation on cryptocurrencies, adding value to approximately 6 clients that had asked about them over one week timeframe.

In the Field of Investment

Portfolio Management
2017 - Current
  • Actively develops and implements personalized investment strategies for family members, friends, and colleagues.
  • Manages multiple investment portfolios, with account values ranging from 5,000 euros to 200,000 euros. Was able to perform with return of close to 15% from December 2021 till March of 2023. Majority of market indexes had negative returns during this time period.
  • Initially starting with smaller amounts in day and swing trading and currently focusing on speculative and long-term investment strategies with larger investment capital.

Project Manager and Co-Leader

Memorial Garden Project
Oeiras, Lisboa
2017 - 2019
  • Organized planning, design, and construction of memorial garden. Led group of more than 20 students that were involved in project.
  • Demonstrated persistence and commitment throughout project lasting over a year.
  • Successfully completed project and opened garden to public. Public opening was big success with more than 60 people showing up and word of mouth leading to people visiting garden long after opening and probably till this day.

Management Department Internship

Golfclub Dresden Ullersdorf e.V.
Dresden, Saxony
2015 - 2015
  • Assisted in planning and execution of annual charity golf tournament with more than 50 participants to ensure its success.
  • Managed various aspects of event, including budgeting, participant satisfaction, catering, and scheduling.
  • Registered all participants into Excel with their contact details and payment.
  • Drew personalized symbols on more than 100 golf balls for goodie bags to give participants when they arrived on tournament day.
  • Contributed to seamless and well-coordinated event experience for participants, raising hundreds of euros for charity.

Education

Bachelor - International Business Management

ESB Business School
Reutlingen, Baden-Württemberg
10.2023

Bachelor of Arts - International Business Management

Rollins College
Winter Park, Florida
05.2023

Skills

  • Skilled in Gmail and Google Drive, with advanced proficiency in organizing, scheduling, and managing emails and files
  • Experienced in Microsoft Office, including Excel, Word, and PowerPoint
  • Proficient in data analysis and management using SPSS, Python, and Microsoft SQL
  • Knowledgeable in financial data analysis platforms such as Reuters/Refinitiv and Bloomberg
  • Highly skilled in virtual communication and collaboration tools including Outlook, Zoom, Microsoft Teams, and Webex
  • Proven ability to work effectively in diverse and dynamic team environment
  • Demonstrated success in sales, leadership, and analyst roles, with a strong track record of delivering results
  • Adaptable to fast-paced environments and capable of working independently, with excellent organizational and time-management skills

Certification

  • Is well prepared to take the SIE Exam on the 9th of June.

Languages

German
Native or Bilingual
Dutch
Native or Bilingual
English
Full Professional

Timeline

Equities Portfolio Management Intern

Quoniam Asset Management
2022 - 2022

Investment Banking Intern

Ostsächsische Sparkasse Dresden
2021 - 2021

Project Manager and Co-Leader

Memorial Garden Project
2017 - 2019

In the Field of Investment

Portfolio Management
2017 - Current

Management Department Internship

Golfclub Dresden Ullersdorf e.V.
2015 - 2015

Bachelor - International Business Management

ESB Business School

Bachelor of Arts - International Business Management

Rollins College

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Per de Jong