Peter Andrew Steube
*** **** ***** ****, *************, NJ 07924 ?917-***-****?
abmrtn@r.postjobfree.com
EDUCATION:
Bentley University, Waltham, MA
Bachelor of Science, Economics and Finance, May 2008
Cumulative GPA: 3.4/4.0
Major Related Courses GPA: 3.55/4.0
Honors: Dean's List
Royal Holloway University of London, Egham, England, 09/2006-12/2006
Completed study abroad curriculum within the Economics Department
while traveling throughout Europe
Work & Leadership Experience:
Kingside Partners LLC Institutional Broker-Dealer, Trading Assistant,
New York, NY, 05/2007-10/2009
. FINRA Licensed: Series 7, 63
. Booked and confirmed all trades with clearing broker and clients,
mediated any trade breaks, created and maintained all trade
tickets, handled and monitored all reports from clearing broker,
completed daily blotter
. Worked directly under firm CEO/Head Trader, Senior Analyst, and
small investment team as both a personal and executive assistant,
resulting in exposure to all facets of constructing and running a
boutique Broker-Dealer
o Developed and organized all aspects of office maintenance for
firm including managing vendors, software troubleshooting,
phone and office reception
o Handled individual needs including travel, finances,
calendar, and other miscellaneous errands/arrangements
. Single handedly organized and recruited buy-side analysts and
portfolio managers to attend meetings with company management, idea
forums, and industry expert consultations in a variety of sectors
o Successfully assisted in the development of new
relationships, institutional accounts grew from 5 base
accounts to over 25
. Tracked day to day market occurrences as well as ongoing theses
using ThomsonONE research platform
o Firm maintained a generalist view of the US Equities market,
head analyst specialized in the industrials, home builders,
and basic materials spaces combining fundamental and
technical analysis of investments
o Completed variety of research projects including maintenance
of firm earnings and economic calendar, conference call
coverage, and analysis of 10Q's/K's
o Drafted morning and weekend news reports focusing on the
firm's watch list as well as global markets
. Responsible for organization of firm compliance materials and
finances, including construction and maintenance of firm WSP, BCP,
AML, and other regulatory filings
. Handled organization and submittal of all account forms, DVP
instructions, and other relevant documents
. Firm is no longer active, no longer registered with FINRA/SEC as of
10/2009
Wellesley Investment Advisors, Client Services Intern, Wellesley, MA,
10/2007-05/2008
. Aided lead salesman in conscription and retention of clients
. Managed client forms and presentations
Bear Stearns Summer Internship, Global Clearing Services, New York,
NY, 05/2006-08/2006
. Responsible for organization and distribution of proxy forms and
notices to Bear Stearns global clients
. Participated in "Bear Cares" mentor program at the Isaac Center in
Manhattan
Undergraduate Admissions Office, Bentley University, Waltham, MA,
02/2005-05/2007
. Selected to prepare and give tours to potential students and
parents weekly as well as at Undergraduate Admission's Open Houses
Late Night Open Hockey League, Bentley University, Waltham, MA,
11/2004-09/2006
. Created the only non-varsity Ice Hockey League for players to
participate in intramural Ice Hockey
. Lobbied school officials to create a club hockey team at Bentley,
which was created in September of 2006
OTHER RELEVANT ATTRIBUTES:
. Highly proficient in Microsoft Office including; Excel, Word,
Outlook, Lotus Notes, and PowerPoint
. Volunteer Ice Hockey Coach 2009/10; Pope John XXIII High School
Junior Varsity
. Charity supporter of The Matheny Medical and Educational Center,
St. Jude's Children's Research Hospital, and Voices Against Brain
Cancer