DUC TRINH
65 Seamans Road Apt. 2, New London, New Hampshire 03257
E-Portfolio: ductrinh.weebly.com
718-708-3877
duc.trinh@my.colby-sawyer.edu
EDUCATION
Passed CFA Level 1 Exam
Colby-Sawyer College
B.S. in B.A. – Accounting and Finance concentration; Minor in Mathematics
Cumulative G.P.A.: 3.69
Honors/Awards: Alpha Chi, Sigma Beta Delta, Dean’s List, Founders Scholarship
06/2015
Expected 05/2016
New London, NH
EXPERIENCE
10/2015 – Present
Jersey City, NJ
JW Capital Advisors LLC
Business Valuation Intern
 Investigate the industrial manufacturing industry and narrow down potential buyers
 Build valuation model using trading multiples, precedent transactions, pro forma financial statements and DCF,
showing enterprise value in $5 million - $7 million range
Financial Services – Colby-Sawyer College
Accounting Assistant
01/2015 – Present
New London, NH
 Perform monthly varsity and library accounts reconciliation to design Microsoft Excel reports
 Initiate biweekly timesheet approval process for approximately 350 employees and student workers
Student Managed Investment Fund – Colby-Sawyer College
Equity Research Analyst | Portfolio Consultant
09/2014 – 05/2015
New London, NH
 Administered the portfolio worth $450,000 surpassing the S&P 500 Index three-month return by alpha of 1%
 Utilized top-down investing approach and monitored trends in the global energy sector
 Applied fundamental analysis and DCF model to appropriately strategize sell, buy or hold decisions
06/2014 – 08/2014
Deloitte Vietnam Advisory Co., Ltd
Hanoi, Vietnam
Transaction Services Intern
 Decomposed and examined offering materials; utilized DCF, debt and equity financing, risk and cash flows
analyses to prepare client presentations
 Conducted financial due diligence directly with target company’s CFO and financial department on an overseas
$50 million buy-side M&A deal (retail industry)
 Supported key members of Financial Advisory Services function of Deloitte Vietnam and Singapore on financial
due diligence of two other sell-side M&A deals (insurance and telecommunication services industry)
 Diagnosed the Vietnam banking industry and classified 40 potential acquisition candidates
LEADERSHIP
09/2015 – 12/2015
CFA Institute Research Challenge Boston, MA
 Create the first opportunity for the college; lead the team of four students competing against ten other universities
 Conduct in-depth research, business analysis, modeling and valuation on TJX Companies, Inc. (NYSE: TJX)
ENGAGE 2015 – Investment Conference / Competition Detroit, MI
02/2015 – 03/2015
 Led the team of four students pitching Seadrill Limited (NYSE: SDRL)
 Selected to be interviewed by CNBC to share personal investment strategy and opinion on the stock market
10/2014 – 11/2014
 Collaborated with three colleagues to analyze the U.S. economy and to develop a monetary recommendation
 Represented the college to compete against other universities at the Federal Reserve Bank of Boston
College Fed Challenge Boston, MA
ACTIVITIES
 Member of the CFA Society of Boston
 Intramural Soccer, Basketball, Billiards
 Student Government Association
 Community Council
 Orientation Leader
 Dance Club
SKILLS
Technical: Microsoft Excel and Access, Great Plains, QuickBooks, SPSS, Python, JavaScript, FactSet
Language: Fluent Vietnamese and Elementary Chinese Mandarin