Management Assistant

Joseph K. Hattam

*** *. ******* ****** ( Park Ridge, IL 60068 847-***-**** (

********@*****.***

EDUCATION

University of Kansas

Bachelor of Science, Finance

(Graduating Class of May 2009)

In Progress: Level 1, CFA Candidate

Relevant Coursework: Investments, Corporate FIN, International FIN,

Entrepreneurial FIN, Futures & Options, Business Valuation, Business

Statistics, IST, Managerial/Financial Accounting, Supply Chain Management,

Macro/Microeconomics

PROFESSIONAL EXPERIENCE

Applied Portfolio Management

Lawrence, KS

Financial Analyst

December - May 2009

. Selected to work with a team for the University of Kansas that

actively manages a diversified portfolio for the KU Endowment

Association to provide a higher level of performance and profitability

. Conducted analyst reports disclosing the results found from financial

modeling and made sure that the information was delivered to

management in an efficient and professional manner

. Provided team with applicable knowledge regarding specific and unique

Microsoft office capabilities in order to aid in a more useful

presentation of accounting elements and performance results

. Communicated with several different upper management members and

industry specialists to identify and ensure the validity of our

analytical reporting

Merrill Lynch & Co. Chicago, IL

Research Analyst May - August 2008

. Assisted two separate teams out of Chicago's corporate office with

responsibilities of conducting analytical documentation regarding

market and investment performance

. Created an assessment of historical valuations on various alternative

investments to evaluate their current and potential holdings by

preparing complex financial analyses

. Prepared an equity analysis presentation regarding projected future

performance and identified the key performance indicators that will

drive the industry's business

. Provided efficient overall support, including communicating with

clients and reconciling accounts

Wolin Kelter & Rosen, Ltd. Chicago, IL

Corporate Sector Assistant May - August 2007

. Constructed closing documents for clients' previous investments and

recorded the appropriate transactions

. Served as an assistant for attorneys in a variety of disciplines,

including corporate and general business law, asset management, wealth

preservation, and banking

. Researched databases and contacted business associates for practical

and effective material

Dooph.com Lawrence, KS

Database/Web Assistant May - December 2007

. Marketed key aspects of the web site through a variety of networks and

communication channels

. Interacted with co-workers and facilitated plans to further the

capabilities of the web site using various query capabilities and

advanced data management processes

. Composed and collected data from potential business clients and cities

to expand the web site with intent to meet the designated business

plan

SKILLS

Proficient in MS Word, Excel, PowerPoint, Access, Advanced Query Tools and

Bloomberg

OTHER

Activities and Honors

Finance Club (coordinator), Marketing Club, Spanish Club, KU Honor Roll

(2006-2009)

Volunteerism

Served as a mentoring instructor and planner of events to develop new

channels of communication with students at Mary Seat of Wisdom Church in

Park Ridge, IL.

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