Management Analyst

ZAIN RAZVI

rd

*** **** ** ******, #***, New York, NY 10019

**********@*****.*** ● (c) 954-***-****

QUALIFICATIONS SUMMARY

Performance-driven, determined professional in search of an analytical position with a reputable corporation.

Key Strengths: Finely tuned analytical and research skills with dedication to clear communication and

presentations. Adept at developing financial models and manipulating data. Experience in corporate finance,

corporate lending, and asset management. Knowledge of a large number of financial asset classes with a

focus on fixed-income securities. Ability to adapt to all environments while developing strategic relationships

at an individual or team-based level.

Technological: Advanced proficiency in the Microsoft Office Suite – Word, Excel (VLookup, Pivot Table,

and other various functions), Access, PowerPoint, Outlook, and Publisher. Experience in financial programs

such as Bloomberg Terminal and Thomson One. Basic knowledge of the R Statistical software to compile and

manipulate data from virtually any source.

WORK EXPERIENCE

BUSINESS FINANCIAL SERVICES, INC., Coral Springs, FL

Commercial Underwriter/Credit Analyst, March 2013 – September 2013

Develop a profile and financial model of a corporation’s health and profitability in need of up to $1 million in capital.

Inspect financial statements, credit stability, credit risk, and competitor analysis documents using risk management

strategies to establish profit/loss trends based on industry standards. Review corporate filing statuses, officers, and

structures with local and government agencies as part of a fraud review process. Advise upper management on how to

boost productivity while increasing the quality of applications.

Selected Accomplishments:

• Within two months became the top producing analyst after developing alternative methods of research.

• Promoted from the Analyst role to the Underwriter position after three months which requires three to five

years of experience.

OPPENHEIMER & CO., INC., Boca Raton, FL

Financial Advisor, Wealth Management, June 2012 – March 2013

Established preliminary research to identify prospective clients with a minimum net-worth of $5 million. Collaborated

with the bond trading team in the analysis and trading of fixed-income components within new and existing client

portfolios. Prepared a portfolio analysis of new client accounts through the use of the Bloomberg Terminal and

financial models. Prospected corporations and non-profit organizations in order to restructure their retirement plans in

accordance with the ERISA 408(b)(2) compliance laws.

ELLIS, GED, & BODDEN, P.A., Boca Raton, FL

Summer Intern, Summer 2010

Assisted with the firm’s transition of operations to a paperless method as part of a team. Slashed redundant procedures

in order to increase the efficiency of back office operations. Collaborated with lawyers and paralegals on various

assignments to research specific cases.

EDUCATION

Bachelor of Science Degree in Economics, Minor in General Business (2012)

THE FLORIDA STATE UNIVERSITY, Tallahassee, FL

Member, National Association of Business Economics (NABE), Phi Eta Sigma Honor Society

PROFESSIONAL LICENSES

FINRA Series 7 & 66 (63 & 65) / 2-15 Life, Health, and Variable Annuity / CFA Candidate, Level 1 (June 2014)

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