Service Financial
Resume:
NOEL
FRANCIS
POWERS
Broadway
Boston,
MA
02127
**********@*****.***
SUMMARY
Highly
motivated
college
graduate
who
recently
finished
a
seven- month
program
and
is
seeking
an
Investment
Analyst
role.
Ability
to leverage
analytical
and
operational
skills
in
order
to
exceed
management
expectations.
Current
candidate
for
CFA
Level
I
exam
in December
2017.
Recently
completed
courses
in
Pre- MBA
Essentials,
Advanced
Excel
Skills,
and
Investment
Banking. EDUCATION
Boston
College;
Chestnut
Hill,
MA
September
2012
–
May
2016 Bachelor
of
Arts
in
Financial
Economics,
Environmental
Studies
minor Boston
College
High
School;
Dorchester,
MA
September
2008
–
May
2012 National
Honor
Society,
Senior
Mentor
Leader EXPERIENCE
Duxbury
Dental
Associates;
Duxbury,
MA
June
2017
–
Present Financial
Analyst
• Work
directly
with
Controller
in
order
to
develop
a
standardized
set
of
financials
for
business
partner
meetings,
including
notes regarding
large
variances
and
charts
highlighting
performance
versus
historical
volumes
• As
part
of
annual
budgeting
process,
developed
models
in
order
to
project
2018
fiscal
year
volume
by
month
as
well
as
optimal staffing
and
supply
levels
• Developed
reporting
and
benchmarking
in
order
to
improve
time
of
service
collections
by
7%
over
three
months Fidelity
Capital
Markets;
Boston,
MA
December
2016
–
June
2017 Trading
Associate
Co- Op
• Acted
as
the
main
point
of
daily
contact
with
50
hedge
funds
and
40
buy- side
institutions.
Personally
oversaw
a
daily
average
of over
$100
million
in
total
transactions
and
resolved
trade
issues
in
a
fast- paced
deadline
driven
environment
• Advanced
use
of
Microsoft
Excel
and
Fidelity’s
internal
software
in
order
to
track,
model,
and
analyze
large
sets
of
financial
data, using
results
to
develop
customized
reports
for
upper
management
and
clients
• Contributed
to
client
onboarding
process
and
leveraged
existing
relationships
to
grow
business,
which
included
meeting
with prospective
and
current
clients
face
to
face
to
present
service
plans
in
accordance
with
their
unique
trading
strategy
• Recipient
of
the
FCM
Star
Award
in
recognition
of
outstanding
achievement,
teamwork,
and
service Marshfield
Agricultural
and
Horticultural
Society;
Boston,
MA
May
2012
–
August
2016 Head
Operations
Manager
• Successfully
trained
and
supervised
several
employees
in
a
deadline
driven
environment
• Worked
with
local
contractors
in
order
to
determine
pricing,
budget,
and
completion
of
projects
• Negotiated
with
vendors
regarding
event
planning,
pricing,
and
scheduling JEBBIT;
Boston,
MA
September
2013
–
May
2014 Financial
Analyst
Intern
• Analysis
of
financial
reporting
and
market
research,
providing
insights
to
upper
management
• Research
and
communicated
with
prospective
clients SKILLS
• Microsoft
Excel:
VBA,
Pivot
Tables,
VLOOKUP,
INDEX,
and
MATCH
functions
• Software:
STATA
data
analysis
software,
Microsoft
PowerPoint,
Microsoft
Word
• Investment
Software:
Bloomberg
Terminal,
XTRAC,
Advent
Geneva,
FBSI
Trading
Brokerage
software EXTRACURRICULAR
INVOLVEMENT
• Historical
Society
Board
Member,
Boston
College
September
2015
–
May
2016
• Club
Lacrosse
Team
Captain
and
Financial
Officer,
Boston
College
September
2015
–
May
2016
• Cardinal
Cushing
Volunteer,
Hanover,
MA
November
2009
–
August
2010
• Academic
Tudor,
Boston
College
High
School
February
2011
–
May
2012
Contact this candidate