Financial Analysis, Advanced Microsoft Office proficiency
Resume:
Stephen Roskowski
*******.*********@*****.***
Oviedo, FL 32765
Applicable Skills/
Certifications: Passed Level I of the CFA exam
Advanced proficiency in Microsoft Excel, Word, and PowerPoint
Bloomberg Professional Service Certified
Intermediate proficiency in Mandarin Chinese
Passed the HSK 4
Participated in Bloomberg Aptitude Test
Scored in the top 1% of over 25,000 test takers worldwide
BAT sections include valuation, global markets, financial statement reporting and analysis, economics, and corporate
finance
Participated in Financial and Commodity Trading Simulation, FACTSim
Utilized real time futures and option quotes for hedging and speculation
Professional
Experience Convergex Group July 2013-February 2014
International Equity Operations
Allocated international equity trades for large institutional clients as requested
Fielded clients requests on global market issues and trade commissions
Performed multiple simultaneous tasks in a fast paced environment
University of Florida Student Investment Fund- Equity Research/Valuation Fall 2008-Spring 2011
Founding member and consumer discretionary/staple sector director of student managed investment fund
Generated positive risk adjusted returns that prompted a $250,000 investment from the University of Florida Endowment
Devised allocation thesis based on global and domestic macroeconomic climate
Performed relative valuations as well as dividend and multiple stage discounted cash flows to determin e attractive value
Pitched large cap domestic equities with a fundamental, value investing methodology and technical timing
Led four sector analysts to communicate framework and economic perspective to fund members
Business Finance Teaching Assistant January 2010-May 2011
University of Florida, Warrington College of Business Administration
Served as liaison between professor and new business finance students regarding complicated finance material
Mentored students and evaluated discussion boards on financial topics as well as a valuation project
Discussed investment techniques and strategies involving derivatives and alternative investments
Discussed crucial global macroeconomic conditions as they affect the United Stat es economy and investments
Wells Fargo Advisors Intern, Germano Capital June 2010-August 2010
Performed equity and mutual fund research for client investment portfolios
Developed systematic valuation model for presentation to clients
International
Experience: The Center for Teaching and Learning in China- High School English Teacher August 2012-June 2013
Taught approximately five hundred Shenzhen high school students spoken English and grammar
Gained a deeper understanding of Chinese culture, educational system, and economic structure
Further improved standard written and spoken Mandarin proficiency
3ACredit Intern- Shanghai, China May 2009-August 2009
Aided in the marketing and promotion of international finance forum to be held in Chengdu
Learned ins and outs of Chinese business environment, working capital management and basic econometrics
Education Bachelor of Science in Business Administration- Finance Concentration May 2011
Warrington Finance Scholar
University of Florida, Warrington College of Business Administration GPA: 3.36
Minor in East Asian Languages and Cultures- Chinese Concentration
University of Florida, College of Liberal Arts and Sciences
Relevant Courses: Business Finance, Equity and Capital Markets, Debt and Money Markets
Financial Management, Managerial Economics, Real Estate
Financial Accounting, Managerial Accounting
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