FIRST NAME LAST NAME
City, ST XXXXX
Phone | Email
OBJECTIVE
To pursue a full-time position in the Investment or Financial Services industry
SUMMARY OF QUALIFICATIONS
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Bachelor of Science, Finance undergraduate student ; relevant coursework includes Financial Markets and
Institutions, Business Capital, Investment Portfolio Management, Introduction to Commodities, Financial and
Commodity Derivatives, and Accounting
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Financial modeling experience and advanced Excel skills that include Pivot Tables; Goal Seek and Solver;
LOOKUP; and IF Function; knowledge of various trading and investment analysis technologies including
Bloomberg, CQG, and Morningstar
Academic project experience includes the analysis of the factors leading to the 2008 downturn and the resulting
market corrections; analyst experience in the CU Denver Portfolio Management Club
Successful team and project management skills in academic environments; strong customer service skills
developed in a call center organization
Technical experience with Microsoft Office Suite, MS Project, MS Access, CQG, Morningstar, and Bloomberg
EDUCATION
University of Colorado Denver, Business School, Denver, CO
Bachelor of Science, Business Administration, Finance emphasis; Expected graduation May 20XX; 3.4 GPA
PROFESSIONAL EXPERIENCE
Company, City, ST, Month 20XX – Month 20XX
Title
 Conducted financial modeling, business plan analysis, and performed due diligence on investments with firm
valuations between $5M and $10M
 Wrote internal and external reports and attended client meetings
 Analyzed market and industry trends, capital formation, and exit strategies for healthcare companies
Company, City, ST, Month 20XX – Month 20XX
Title
 Responsible for data entry, data coding and analysis, research, and database query in the Business
Intelligence program
 Assisted the professor in project research, report compilation, and distribution
Company, City, ST, Month 20XX – Month 20XX
Title
 Provided customer service to consumers in a call center organization; handled over 50 inbound calls per day
LEADERSHIP AND COMMUNITY SERVICE ACTIVITIES
University of Colorado Denver, Business School, Denver, CO, Month 20XX – Present
Portfolio Management Club, Volunteer, Month 20XX – Present
CME Group Commodities Trading Challenge, Month 20XX – Month 20XX
 Member of a five-person team in an international trading competition representing CU Denver; the team had
$100K worth of equity available to make trades in commodity markets such as Crude Oil, Gold and Corn
futures contracts
 Executed minimum of five trades per day using the CQG; used the trading platform to apply major technical
analysis studies
Habitat for Humanity, City, ST, Volunteer, Month 20XX – Present