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Insurance License Financial

Austin, TX
April 28, 2014

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Nicole E. Simon

**** ******** *****, ***. *** ● Austin, Texas 78746 ● 817-***-**** ●


Texas State University – McCoy College of Business May 2011

Bachelor of Business Administration in Finance San Marcos, TX

• GPA: 3.85 - Summa Cum Laude

• University Honors Program, Dean’s List Every Semester, Beta Gamma Sigma International Honor Society (Top 10% of

Graduating Class), Golden Key International Honor Society, Phi Eta Sigma Honor Society, Delta Zeta Sorority (Academic Excellency

Award 2008 & 2009), Financial Management Association


INVESTMENT ANALYST April 2013 – February 2014

Campus Advantage, Inc. Austin, TX

• Contributed to market analysis, underwriting, due diligence and closing on behalf of two joint ventures with institutional partners

totaling $225 million in equity, with the acquisition of 6 student housing assets across the nation

• Assisted in the underwriting of potential investment opportunities by researching property, demographics and other pertinent information

within target markets

• Prepared financial models in Excel and performed underwriting on potential acquisitions including cash flow analysis, effects of

leverage, IRR analysis, cash-on-cash returns and sensitivity analysis

• Ensured property due diligence by touring assets, completing property inspections, lease audits, maintenance audits, market analyses,

walking competitive properties, abstracting leases and service contracts, and assessing title, zoning, entitlements and third-party reports.

• Evaluated due diligence findings for new acquisitions through the execution of lease audit financial analyses, utility variance analyses,

and service contract analyses

• Detailed market analysis and pitchbook preparation for joint venture partners, developers, and potential general partners

• Wrote market and investment summaries for Initial and Final Certification Briefs for Investment Management Committee meetings

• Involved in asset management for company owned portfolio, assisting with annual budget process and performing adhoc analysis


• Completed annual reports and annual presentation for joint venture partners

• Prepared quarterly reporting materials for portfolio of owned assets including Valuations & IRR Schedules

FINANCIAL ADVISOR December 2011 – December 2012

Waddell & Reed, Inc. Austin, TX

• Recipient of the Waddell & Reed “SuperStarter Award” for demonstrating above-average achievement within first 3 months

• Responsible for building and maintaining client bases, keeping current client plans up-to-date, and continually recruiting new clients

• Hosted client and prospect events on financial planning topics such as retirement planning, estate planning, and education planning

• Managed multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation

• Utilized Excel spreadsheets to develop client budgets and cash flow analysis

• Conducted in-depth, comprehensive, detailed financial analysis to compute the effectiveness of viable financial strategies available to

client based on clients’ short and long-term objectives

• Formulated comprehensive financial plans using FOCUSPlan Software to address financial considerations, including retirement, estate

planning, asset allocation, goal funding, education funding, income tax planning, survivor needs, disability income and long-term care

• Reported activity to weekly logs to track marketing, prospecting, and sales trends in business practices to monitor professional


INTERN April 2010 – December 2011

Waddell & Reed, Inc. Austin, TX

• Obtained valuable hands-on business and finance experience by working directly with a Seasoned Financial Advisor

• Assisted with calling Mentor’s clients to schedule portfolio performance review meetings

SUPPLEMENTAL INSTRUCTOR August 2009 – December 2009

Texas State University Student Learning Assistance Center San Marcos, TX

• Independently led large classroom and private one-on-one study sessions for students

• Organized weekly session plans and created interactive study session activities and study guides over course material


• S

trong proficiency in MS Office: Microsoft Excel (Pivot Tables, What If Analysis, Goal Seek, LOOKUP etc.), PowerPoint, Word,

Outlook; Morningstar Advisor Workstation; Monte Carlo Simulation; Introductory knowledge of SAP Database & FactSet Platform;

SharePoint, YieldStar & Onesite; Typing Skills: 65wpm

• Real Estate Financial Modeling (REFM) Level 1 & 2 Certified, pursuing Level 3 Certification. Currently pursuing Wall

Street Prep’s Certification in Financial and Valuation Modeling (Build Earnings Projection Models, DCF, LBO, M&A modeling,

Comparable company & transaction analysis, Excel mechanics & functionality, Financial modeling best practices)

• FINRA Series 7 License (General Securities); FINRA Series 66 License (Uniform Combined State Law); Texas-Life,

Accident, Health & HMO Insurance License (General Lines Agent)

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