Student Managed Investment Fund Resume Samples

A Student Managed Investment Fund provides students the opportunity to manage and administer the investment portfolio. The students get hands-on experience in the field of finance by allowing them to manage a portfolio of investments rather than running simulations. A well-drafted Student Managed Investment Fund Resume mentions the following duties – working in small groups conducting research, and analysis, presenting formal investment recommendations to the faculty advisor, and senior officers; and managing all aspects of the investment fund, research, investment management, client services, and administration.

Those seeking this job role must be able to denote on the resume the following skills – investment expertise, client service skills, familiarity with financial regulations, excellent relationship-builders and feel comfortable with networking to stay informed about industry trends, and strong negotiation skills. Just as the name suggests, the investment fund is owned and managed by students pursuing their coursework in subjects such as finance or even a CFA.

Student Managed Investment Fund Resume example

Student Managed Investment Fund Resume

Objective : Student Managed Investment Fund is Developing proper public accounting and financing skills while enhancing my knowledge of business practices by working diligently with honesty and integrity. Performing market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of property types. Interpreting financial analyses prepared by operating fund managers, including investment track records, financial statement analysis and fund models.

Skills : Microsoft Office Suite, Data Entry.

Description :

    1. Managed a sum of 150,000 dollars to be invested in equities and securities.
    2. Established and performed investment screens.
    3. Performed fundamental research in the consumer staples and discretionary sector.
    4. Evaluated new investments.
    5. Documented, in writing, the basis for a trade.
    6. Drawn charts and graphs, using computer spreadsheets, to illustrate technical reports.
    7. Evaluated and compared the relative quality of various securities in a given industry.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Student Managed Investment Fund Resume

Objective : To secure full-time employment in the finance field with a purposeful company that embraces challenge, in order to further knowledge, mastery, and passion in finance. Open to any location in the U.S. Create & follow processes while maintaining an improvement focused mindset. Managing your individual and team responsibilities through relationships and metrics. Engaging consultatively with clients, investment teams and peers.

Skills : Communications, Critical Thinking, Planning And Organizing, System Knowledge, Accounting.

Description :

    1. Assisted in managing a $150,000 investments portfolio.
    2. Researched and analyzed equity statements/reports to support investment decisions.
    3. Performed statistical analysis of securities for proposal and revision purposes.
    4. Valued equities through a self-made Equity Valuation Model.
    5. Presented, bi-annually, overall portfolio performance to the Barry University Investment Committee and Advisory Board.
    6. Used Interpersonal, cognitive, and analytical.
    7. Co-lead Analyst of Energy Sector, performing due diligence, quantitative & qualitative analysis on firms, utilizing excel models, discounted cash flow analysis and several other valuation metrics.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's


Student Managed Investment Fund Resume

Objective : Recently graduated from the Robin School of Business, University of Richmond, which is regarded as one of the nation's top undergraduate business schools. I graduated with the Bachelor Degree in Business Administration with major in Accounting and concentration in Finance. Having studied in United World College, Norway, I have developed an excellent skill in cross-cultural communication and working with wide variety of clients.

Skills : Matlab, VBA, Financial Analysis.

Description :

    1. Managed the portfolio consisting of stocks, ETFs and bonds, valued at over $2.0 million.
    2. Monitored and analyzed the macro economic indicator, industry situation.
    3. Researched financial data using FactSet and Bloomberg software on various equities and mutual funds.
    4. Conducted a variety of analyses and forecasts based on different financial models of UNH stock within a team of three students.
    5. Completed analytical report and presented research to the Investments Committee at St.
    6. Co-led Analyst of Energy Sector, performing due diligence, quantitative & qualitative analysis on firms, utilizing excel models, discounted cash flow analysis and several other valuation metrics.
    7. Made recommendations to invest and divest.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration

Student Managed Investment Fund Resume

Summary : To obtain a challenging intern Student Managed Investment Fund position to utilize and further develop my financial and leadership skills within a company. Assuming ownership and accountability for the production and final delivery of monthly or quarterly fund performance reports using firm datasets and excel utilities. Working with colleagues to maintain balanced firm coverage assignments and responsibilities. Engaging in dynamic project teams that support the productivity of the entire team.

Skills : Microsoft Office, Advanced Excel, Bloomberg, Financial Analysis, Financial Statements.

Description :

    1. Actively managed a half million dollar student endowment fund making stock recommendations and providing monthly written .
    2. Staffed service points as scheduled.
    3. Assisted patrons.
    4. Processed resource requests.
    5. Maintained equipment.
    6. Assisted with on-going and special projects.
    7. Opened and/or closed on weekends as needed.

                Years of Experience
                Experience
                7-10 Years
                Experience Level
                Level
                Management
                Education
                Education
                Bachelor Of Economics

                Student Managed Investment Fund Resume

                Headline : Finance professional with over a year of post-college work experience at leading banks. Blends knowledge gained from schoolwork and independent study with work experiences efficiently. Possessing strong work ethic and high integrity as well as excellent analytical and critical thinking skills. Grasping new concepts and technologies quickly and easily.

                Skills : Excel, Python, C++, Java, SQL, Access.

                Description :

                  1. Conducted rigorous, research-based fundamental analyses of current portfolio holdings.
                  2. Performed extensive economic, industry, and political research along with analysis of public equities.
                  3. Participated in decision teams to determine optimum investment strategy.
                  4. Made sector allocation decisions.
                  5. Carried out oral and written instructions.
                  6. Dealed with the public and fellow employees.
                  7. Created a space to build community as a network of student advocates.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Management
                  Education
                  Education
                  Bachelor Of Economics

                  Student Managed Investment Fund Resume

                  Objective : Student Managed Investment Fund with 5 years of experience in Maintaining data integrity through extensive quality checking procedures including documentation confirmation. Researching additional information to classify investment products in alignment with CAs Standards and Investment Managers expectations.

                  Skills : Managing, Investment Assistant.

                  Description :

                    1. Engaged in issue briefings on education equity issues.
                    2. Engaged in skill-building training on legislative advocacy, communications and media training.
                    3. Developed their own campaign goals for influencing budget decisions (campus-specific, locally, or at the statewide level).
                    4. Collaborated on a shared project that uplifts their recommendations (such as hosting a webinar together, writing a blog series, etc.).
                    5. Identified higher education institutions that are working to implement their recommendations.
                    6. Participated in a feedback session to inform ETW’s policy priorities and work plan.
                    7. Loaded and transported scaffolds, equipment and materials and transports to work site. 
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Bachelor Of Economics

                  Student Managed Investment Fund Resume

                  Headline : Student Managed Investment Fund is Actively maintaining an assigned portfolio of firms by keeping data up to date and accurately recorded in our database. Maintaining relationships with internal and external investment managers by supporting and fulfilling time-sensitive data requests, completing outreach when required. Collecting and analyzing fund offering documents such as financial statements, performance reports, investor letters, commentaries, factsheets, etc. Interpreting documents to track information of interest in our database.

                  Skills : Tracking, Interpersonal Skills.

                  Description :

                    1. Erected scaffolding at worksite. Assists in handling materials.
                    2. Assisted with concrete forms, pouring and finishing concrete using basic tools.
                    3. Maintained cleanliness of work site and shop areas in support of craftsmen by cleaning area as directed.
                    4. Utilized significant manual skill in lifting, carrying, and moving equipment, supplies, and materials to assigned areas.
                    5. Assisted in erecting and dismantling walls, ceilings, doors, and built-in furniture. 
                    6. Operated power jacks and transporters to move excessively heavy objects, heavily loaded skids, etc. 
                    7. Used hand trucks, dollies, flatbed trucks, etc., to move very heavy materials.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  MS

                  Student Managed Investment Fund Resume

                  Objective : Student Managed Investment Fund with 3 years of experience in Solving puzzles, use critical thinking skills, re-arrange things to make greater sense. Balancing detail orientation with a fast pace. Proposing thoughtful solutions when faced with a challenge. Lending a hand beyond your job description. Controlling the execution of projects to guarantee expectations are met or exceeded.

                  Skills : Care Assistant, Leadership.

                  Description :

                    1. Operated single-function equipment that have components/attachments that are independently controlled through hydraulic and/or mechanical devices. 
                    2. Attached, adjusted, and operated attachments designed for equipment. 
                    3. Cleaned, oils and made minor operational adjustments on power equipment utilized in the work.
                    4. Digged and graded ditches and trenches with pick and shovel. 
                    5. Prepared and restored the work site; fills and levels holes, tracks, and ruts. 
                    6. Repaired damaged roadways, mixing materials and leveling surface of patch with tamper.
                    7. Set forms, mixes and pours concrete, etc.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Bachelor Of Economics

                  Student Managed Investment Fund Resume

                  Objective : Student Managed Investment Fund with 2 years of experience in Assisting with and participating in regular reviews of the portfolio, including analysis of the portfolio's performance and investment characteristics. Maintaining qualitative and quantitative manager information across databases for existing and prospective managers. Staying current on changes across capital markets. Assuming early responsibility of conducting and leading ad hoc projects (e.g., research on specific countries or sectors) as necessary.

                  Skills : Investment Fund, Researching.

                  Description :

                    1. Operated various power equipment, adjusting controls, mechanisms, oiling and cleaning. 
                    2. May occasionally operated and controlled specialized powered equipment, such as jack hammers or heavy power tools.
                    3. Complied with all OSHA work safety practices and utilizes personal protective equipment as required.
                    4. Created and managed appointments for therapy, testing, and psychiatry appointments.
                    5. Greeted and checked in patients upon their arrival at the clinic.
                    6. Collected funds for sessions as well as managing daily money by writing receipts for transactions and balancing money at the end of the day.
                    7. Answered incoming phone and email inquiries in a timely and professional manner.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  MS

                  Student Managed Investment Fund Resume

                  Headline : Student Managed Investment Fund is Participating in meetings with existing and prospective investment managers, with potential for in-person travel throughout the program. Monitoring prospective and existing investments by analyzing data, research, and attending meetings with investment managers. Monitoring, updating, and creating reports on investment performance, exposures, holdings, and other key portfolio analytics.

                  Skills : Analyst, Researching.

                  Description :

                    1. Maintained clean and organized office/clinic space.
                    2. Worked as a liaison between patient-therapist interactions by forwarding messages between parties.
                    3. Updated and maintained various documents that assist in the clinic’s functioning such as supply, referral, and contact information lists.
                    4. Assisted in maintained the patient filing system.
                    5. Assisted in the preparation of intakes, waitlist management, and patient assignment tasks.
                    6. Assisted in researching and analyzing both existing and prospective investment opportunities.
                    7. Prepared written and analytic materials that present and support investment recommendations and actions.
                                    Years of Experience
                                    Experience
                                    5-7 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    Bachelor Of Economics