Years Experience Training

*

Rui N. Sousa

* ******** ****, *********, ** 07724

Home Phone: 908-***-****

E mail: ***********@*****.***

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SUMMARY

• Self motivated, conscientious individual with excellent written and verbal skills. Able to work independently and as

part of a team. Fluent in Portuguese and Spanish. Proven leadership qualities. Strong organizational and problem

solving capabilities. Proficient in the use of spreadsheets and statistical software packages to analyze financial

data(People Soft,AS400, FoxPro,Edgar). Strong analytical and numerical skills. Proficient in excel, outlook, access,

word, and PowerPoint.4+years experience in financial industry. Currently scheduled to take CFA Level 1 in Spring 2011.

EXPERIENCE

• Dow Jones and Company. Energy Analyst, Princeton, NJ. Jul 2007 Apr 2010

Energy team was responsible for the 1.5 million dollar increase annually for the index department.

Responsibilities included maintaining and calculating daily, weekly, and monthly future prices for Commodities market.

(Oil,Natural Gas,Electricity,LNG,Recovered Paper, and Steel) Duties also

included publishing indexes daily to Dow Jones and Wall Street Journal websites. Responsible for

creating weekly newsletters to send out to energy industries and recipients updating weekly firm and non firm energy

prices. –(P&L) daily interactions with

Market Traders and Risk Managers for daily P&L in North America and European Energy Sector. Daily oversight of P&L

production of Electricity and Natural Gas Commodities.

–(Corporate Actions) updated Float, Mergers, Acquisitions, Beneficial Ownership, Leverage ratios, Inventory Turnover,

ROA, and ROE for mid to large cap commodity firms.

• Bloomberg. Database Statistician, Princeton, NJ. Feb 2007 Jun 2007

Duties included Small and Mid cap research

Responsible for updating float, outstanding shares, preferred shares, beneficial ownership for database using

Bloomberg and Edgar. (DEF 14A, 10K, 10Q)

• Garden State Securities. Stock Broker Trainee, Wall, NJ. Jan 2006 Jan 2007

Duties included company research in technical, financial, future analysis using value line system.

Responsibilities included cold calling potential customers, data entry, and updating firm’s client list.

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Education

• Monmouth University, B.S. in Finance, Jan 2004 Jun 2006

GPA 3.5 Major

Courses (Operations Management, Strategic Management, Corporate Finance, International Finance, Quantative

Analysis for Business, Quantative Finance)

• Brookdale Community College, A.A. in Accounting, Sep 2001 Sep 2003 –

GPA 3.3 Major

Courses (Financial Accounting, Managerial Accounting, Managerial Statistics, Microeconomics, Macroeconomics)

Military Experience

• Specialist. 1st Armor Division, Germany. Aug 1997 Dec 2000

19 Kilo Armor Crewman. Driver, loader, and Gunner for M1A1 Abrams Tank

Certificates

Microsoft Excel Lv. 1

-Dow Jones Training Services

Microsoft Excel Lv.2 Intermediate

-Dow Jones Training Services

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Microsoft Excel Lv.3 Advanced

-Dow Jones Training Services

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