Financial Analyst

Howard Joseph Halbrooks III

205-***-**** ***********@*****.*** 4752 Quarter Staff Road Birmingham, AL 35223

SUMMARY OF QUALIFICATIONS

Effective leader working with teams under strict time constraints.

Strong analytical skills performing in-depth research on industries, companies or financial instruments.

Able to perform financial statement analysis and ratio computation.

Participated in several portfolio management exercises in internships and academically.

Experienced giving financial presentations on several topics.

Proficient in MS Excel and Bloomberg.

EDUCATION

Master of Science in Finance: Financial Policy, May 2013

The University of Alabama, Tuscaloosa, AL

GPA 3.4/4.0

Bachelor of Science: Finance, Minor in Investment Management, May 2012

The University of Alabama, Tuscaloosa, AL

GPA: 3.53/4.0

RELATED COURSEWORK

Quantitative Investment Analysis Portfolio Management Money & Capital Markets

Corporate Valuation Mergers & Acquisitions Bank Administration

Financial Statement Analysis Macroeconomic Theory Financial Derivatives

INTERNSHIPS

Morgan Keegan & Company – Wealth Management Intern August 2011 - December 2011

Tuscaloosa, AL

Participated in a semester long exercise thoroughly researching and creating a small equity portfolio.

Analyzed Morgan Keegan branches’ financial records to determine performance within company.

Processed daily activity reports in conjunction with Sales Assistants.

Initiated and processed client deposits and disbursements.

Assisted with surveillance in performing daily trade reviews.

Opened, closed and calculated capital threshold limits of client accounts.

TJC Mortgage Inc. – Intern May 2010 - August 2010

Birmingham, AL

Coordinated with another intern on a special project which focused on ways to create and

implement a new incentive pay plan for Loan Officers.

Personally interviewed potential mortgagees to determine their financial needs.

Created a financial spreadsheet based on Loan Officer Revenue performance that helped track employee

profitability over time.

Worked with Human Resources on payroll and wiring of finalized mortgage loan transactions.

HONORS/AWARDS

Graduated cum laude at the University of Alabama.

Outstanding Student in Finance 2011 & 2012.

Recipient of the Franklin Academy Endowed Scholarship.

University of Alabama Dean’s List 2008-2012.

Alpha Gamma Delta Honor Society.

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