Manager Management
Resume:
Jake Williams
***********@******.***
Current Address: Permanent Address:
Babson College, Campus Box # 2381 10436 Stansfield Rd
Babson Park, MA 02457 Laurel, MD 20723
EDUCATION
Babson College Babson Park, MA
Candidate for Bachelor of Science in Business Management May 2013
Concentration: Finance & Economics
Cumulative GPA: 3.53 Dean s List, All Semesters
Relevant Coursework: Corporate Financial Management, Security Valuation, Financial Reporting and Analysis, Corporate Financial
M odeling
EXPERIENCE
Wells Fargo Boston, MA
Financial Analyst Intern S ummer 2012
Researched and analyzed c ompanies with annual revenues up to $500MM
o Gathered information from a myriad sources including but not limited to, company filings, conference calls,
transcripts, and press releases
o A nalyzed client p erformance t hrough use of industry specific operating metrics and financial analysis
o Conducted industry research leveraging sources such as IBIS World, company filings and others
W rote reports on operating p erformance and credit -worthiness of clients and prospects to monitor performance of $1B loan
p ortfolio
Babson College Fund Babson Park, MA
Industrial Sector Portfolio Manager May 2012 - Present
Conduct fundamental valuation analysis on equities in the industrial sector
Competitively selected by Babson Trustees and Faculty to manage $1MM of the Babson College Endowment
rTerra Middletown, RI
S tudent Consultant Winter and Spring 2012
Built a model to identify and rank potential sites for construction of solar arrays using metrics developed from primary and
s eco ndary research and analysis of business model
Ahold USA (Stop and Shop Grocery Stores) Boston, MA
Business Analytics Intern S ummer 2011
Developed an analytical scorecard to identify trends and drivers of loss rates for self-insurance arm of $18B super market
chain . The score card tool is produced quarterly and presented to the Board of Directors
Wagner Lee LLC (Raymond James Broker/Dealer) Columbia, MD
Analyst Intern S ummer 2010
Extracted investment research for equities and market trends to present to financial advisor and handled client service
o perations
Germstoppers (Student Run Business) Babson Park, MA
Chief Financial Officer
Managed a team of s tudents to handle financial planning and analysis operations while directing strategic initiatives resulting
in a $670 profit
LEADERSHIP, AWARDS and ACTIVITIES
Babson Cross Country Team, Academic All -Conference, Captain 2 009 - Present
Organize and lead team activities and practices for over 15 members
Facilitate communication throughout the year b etween coach and team
Ahold USA Case Competition, Champion 2 011
Babson Track and Field Team, Academic All -Conference, Captain 2 0 09 - Present
Pricewaterhouse Coopers Accounting Competition, Champion 2 009, 2 010
Babson Indoor Track Club, Treasurer 2 010
Developed and administered the annual budget in excess of $5,000
Babson Investment Management Association, Member 2 010 -Present
SKILLS & INTERESTS
Skills : Bloomberg Certified, Capital IQ, Thompson One Banker, Excel, PowerPoint, Word
Interests : Managing Personal Portfolio, Running, Skiing, Golfing, Grilling
Contact this candidate