Page 57 - Carlson School GBCC Career Guide

MS in Finance
RESUMES
JOHN SMITH
55 Oak Street SE • Minneapolis, MN 55555 • 612-111-5555 • johnsmith@gmail.com
EDUCATION
UNIVERSITY OF MINNESOTA, Minneapolis, MN Carlson School of Management
Master of Science in Finance
Bachelor of Business Administration, Finance
EXPERIENCE
THRIVENT CAPITAL MANAGEMENT, INC. Minneapolis, MN
Research Analyst
May 2020 May 2018
August 2019-Present
• Conducted equity research evaluating 10Ks, 10-Qs, earnings calls, and public documents
• Collaborate with experts at firm by providing investigation reports and presentations of litigation outcomes in
significant FINRA and fiduciary violation cases
• Constructed financial models to assess various company and competitor metrics and provided visual
representations to complex financial concepts for retail investors
CARLSON FINANCE AND INVESTMENT CONSULTING LAB, Minneapolis, MN
Financial Analyst December 2019 - May 2020 Client: VÄRDE PARTNERS
• Designated team leader in Analyzing distressed real estate investment opportunities for a $1 billion fund
• Conducted market analysis using financial modelling techniques and data sourcing, and develop specific
investment thesis to find uncommon opportunities in distressed retail
• Researched the attributes and composition of different CMBS deals, including the CMBX Series 6 Index • Presented analysis and summary to senior management
SAP ADVISORS, San Francisco, CA
Business Analyst June 2018– October 2018 Boutique investment bank focused on the technology startups
• Contributed in all stages of the equity financing process, drafted engagement letters, attended conference calls,
maintained financial models, and created executive summaries
• Conducted company research and establish potential deal database product of 100+ companies in robotic, self-
driving car and VR industries to provide investment recommendation for customers
• Developed an in-depth understanding of market and industry, prepared DCF valuation and presentation
documents for a $300M Series B equity financing project
CARLSON FUND ENTERPRISE, Minneapolis, MN
Equity Research Analyst-- Financial Sector May 2018-August 2018
• Conducted fundamental equity research on companies, and provide buy/sell recommendations on individual
stocks by analyzing financial statements, stock market trends and industry features combined with
macroeconomic situations
• Monitored the fund’s existing holdings and research asset classes to make buy/sell recommendations according
to investment guidelines.
• Oversaw all operational aspects of the respective fund, including portfolio management, marketing, client
relations media relations and performance reporting
• Presented portfolio recommendations to the investment oversight committee, a panel of industry professionals
and faculty advisors
LEADERSHIP & AWARDS
• Representative Team of ACG Cup, Carlson School of Management, Minneapolis, MN January 2020 – February 2020 • Carlson MS Programs Ambassador, Carlson School of Management, Minneapolis, MN January 2020 – May 2020
◦ Personally met with prospective masters students one-on-one and spoke at campus information sessions • $18,000 of Merit-based scholarship
CERTIFICATION & TECHNICAL SKILLS
• Technical: Bloomberg, Advanced Microsoft Excel (VBA), Python and MATLAB • Languages: English (Professional Proficiency), Spanish (Native)
• Passed CFA Level I; CFA Level II Candidate
55 Carlson School of Management