Analyst Training

Brian Rossi

*** ******* ** ( Ridgewood NJ 201-***-**** ( **********@*****.***

EDUCATION BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT Boston, MA

Masters of Business Administration, May 2009

Concentration in Finance/Strategy

Relevant course load: Financial Statement Analysis, Private Equity,

Advanced Corporate Finance, Fixed Income, Excel Modeling, Managing Risk

DRew university college of liberal arts Madison, NJ

Bachelor of Arts in Economics, May 2005

Wall Street Semester (Spring 2005)

Merit Scholarship Recognition Award

EXPERIENCE State Street Corporation Boston, MA

Senior Business Analyst January 2010- Present

Managed and analyzed survey results performed by external vendors,

improving the company's rating relative to its peers from 6th out of 6 to

2nd out of 8 in global rankings

Executed the implementation of a pilot program for a social networking

platform, which improved communication and collaboration across the

enterprise for over 26,000 employees

Developed priority database for client tracking across all custodial

business groups allowing more targeted analysis of client behavior and

more focused product development cycles.

Ardour CAPITAL INVESTMENTS, L.L.C. Cambridge MA

Analyst 2008-2009

Created quarterly updates for nine storage and smart grid stocks that

were distributed to clients and institutional investors

Maintained, improved and developed equity models and produced industry

comparable multiples charts in order to gain a more robust understanding

of the marketplace and guide forecasts and price targets to develop stock

price targets and buy/sell recommendations; these projections were

uploaded to Thompson and Bloomberg to create street consensus for

earnings across Wall Street

Developed Excel based models for new initiations of companies under

coverage, expanding Ardour's portfolio and creating more opportunities

for institutional investors

Delivered opinions to institutional investors on weekly conference call

updating them on vital market drivers such as commodity costs and deal

flow

Strong background in modeling, economic and technical analysis

Created proprietary PowerPoint databases for lead acid battery and demand

response markets

The Bank of new york mellon corporation New York, NY

Corporate Trust Associate 2005-2007

Spearheaded systems training, standardization and conversion of a

multibillion dollar Money Market Instruments database in preparation for

the transfer of JP Morgan's corporate trust business to The Bank of New

York Mellon tripling the size of the existing programs

Developed bankruptcy reorganization strategy for the dispersing of funds

for the highly profitable debt restructurings of several global bond

issues.

Administration of a diversified portfolio of corporate debt offerings,

private equity transactions and project financings. Closed over 60

transactions annually; functioning as a placement, paying agent and

trustee

Responsible for training new trust associates in Corporate Finance Unit

Monitored contractual obligations of account portfolios as required by

the bank's internal compliance policy as well as company documentation

Tracked daily account balances and invested residual balances in

accordance with investment guidelines set by bond indentures.

Leadership Officer, Boston University Finance Club, 2007-2009

Captain, Drew Ultimate Frisbee Team, 2002-2005

Interests Photography, Squash, Rock Climbing

Skills Bloomberg Certified, Thompson One, Word, Excel, PowerPoint, Outlook,

Lotus Notes

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