Stefen M. Burns
Greenwich,CT
Summary
Senior at Indiana University's Kelley School of Business with experience in the prestigious I-Core Honors program. Expertise in financial analysis, equity research, and market strategy. Proven hands-on experience in advisory services, asset management, and investment products. Well-equipped to contribute to organizations seeking a skilled and knowledgeable professional in finance.
Overview
10
10
years of professional experience
Work History
Lead Caddy
Blind Brook Golf Club
06.2014 - Current
- Served as a caddy with seven years of experience, mentoring younger caddies
- Promoted a positive atmosphere within the golf community by exemplifying exceptional sportsmanship and professionalism.
- Leveraged local knowledge of the course layout to identify shortcuts or alternative routes that expedited travel between holes without compromising safety or enjoyment for players.
- Served as an ambassador for the golf club by upholding its values, policies, and dress code requirements while on duty.
- Maintained a smooth pace of play for golfers on the course.
- Enhanced golfer experience by providing accurate yardage information and club recommendations.
- Contributed to a positive club atmosphere by actively participating in caddy training programs, staff meetings, and social events.
- Assisted golfers in maintaining a steady pace of play, contributing to a more enjoyable round for all participants.
- Ensured golfer satisfaction by anticipating needs and proactively addressing inquiries or concerns.
Intern
Alvarez and Marsal Consulting
05.2023 - 08.2023
- Participated in a project that improved Intercreditor equity according to Common Framework guidelines.
- Conducted research on third-party fiduciary advisory processes to enhance project efficiency.
- Identified financial inefficiencies in multi-creditor loans, promoting sound fiscal management.
- Assisted in developing RFPs for the Sri Lankan Insurance Company (SLIC) privatization.
- Utilized Microsoft Office tools for efficient data management and reporting
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Sovereign Advisory Services Intern
Alvarez & Marsal
05.2023 - 08.2023
- Participated in a project focused on improving Intercreditor equity according to Common Framework guidelines
- Conducted research on third-party fiduciary advisory processes to enhance project efficiency
- Identified financial inefficiencies in multi-creditor loans, promoting sound fiscal management
- Assisted in developing RFPs for the privatization of the Sri Lankan Insurance Company (SLIC)
- Utilized Microsoft Office tools for efficient data management and reporting
Summer Analyst
Wallace Capital Management
05.2022 - 08.2022
- Reported to the CEO, assisting in company valuations and drafting investor letters
- Analyzed the semiconductor market to identify investment opportunities
- Conducted a company valuation of WD-40 for the final internship project
- Assisted in preparing detailed pitch books for potential clients, showcasing the firm's expertise and capabilities in targeted industries.
- Assisted in creating client presentations, highlighting key findings from financial analyses and research.
- Developed strong communication skills through regular collaboration with cross-functional teams.
- Strengthened analytical capabilities by assisting in developing detailed financial models for valuation purposes.
Head of Equity Research
Zero Altitude Investments
01.2021 - 01.2022
- Specialized in analyzing macroeconomic market trends
- Developed and implemented short and long-term derivative investment strategies
- Formulated hedging strategies for portfolios during industry rotations
Intern
First Trust Portfolios L.P
05.2021 - 08.2021
- Interned for the Vice President, overseeing sales of investment instruments, including ETFs, UITs, SMAs, and Mutual Funds
- Met directly with clients to better understand needs
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Stewardship Program Intern
Teatown Nature Preserve
06.2019 - 08.2019
- Maintained the safety of 20+ miles of walking trails and removed invasive plant species
Education
Bachelor of Science - Business, Finance
Indiana University, Kelley School of Business
Bloomington, IN05.2024
High School Diploma -
Greenwich High School
Greenwich, CT06.2020
Skills
- Microsoft Office
- Excel
- Word
- PowerPoint
- Social media platforms
Strong Communication Skills
Leadership Qualities
Strategic Thinking
Activities
- Wrestling Team, Greenwich High School, Varsity Captain, 10/18 to 02/20
- Golf Team, Greenwich High School, 10/15 to 05/20
- Financial Services Club, Indiana University, Member, 09/20 to Present
Languages
Korean
Limited Working
Timeline
Intern
Alvarez and Marsal Consulting
05.2023 - 08.2023
Sovereign Advisory Services Intern
Alvarez & Marsal
05.2023 - 08.2023
Summer Analyst
Wallace Capital Management
05.2022 - 08.2022
Intern
First Trust Portfolios L.P
05.2021 - 08.2021
Head of Equity Research
Zero Altitude Investments
01.2021 - 01.2022
Stewardship Program Intern
Teatown Nature Preserve
06.2019 - 08.2019
Lead Caddy
Blind Brook Golf Club
06.2014 - Current
Bachelor of Science - Business, Finance
Indiana University, Kelley School of Business
High School Diploma -
Greenwich High School
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