Financial Analyst

JODY JAMES, MBA

*** ******* ******, ******* ** **453 / ***********@*******.*** / 207-***-****

SUMMARY

Results driven Consultant with highly diverse business knowledge and a proven record of evaluating business and

investment opportunities, quickly understanding companies and their markets and making sound and profitable

investment decisions

• Expertise in Financial Services, Banks, Technology, Media, and Telecommunications

• Specialization in Fundamental Analysis of securities within a buy side platform

WORK EXPERIENCE

T3 Trading Group New York, NY

Equity Trader 2014 – Present

• Used derivatives as both a hedging and proprietary trading tool to minimize risk and/or take a view on a

specific company or sector

James Graham Capital LLP New York, NY

Equity Analyst 2012 – Present

• Equity Research Analyst for James Graham Capital covering elements of the technology, media and telecom

industries, including software, internet infrastructure and digital media.

• Led a number of successful investments at James Graham Capital, identifying and acquiring undervalued assets

and businesses, also purchasing distressed securities

• As of 2014 James Graham Capital has yielded an average rate of return of 83.24%

U.S. Senate Committee on Finance Washington, DC

Intern 2011

• Analyzed and developed legislative proposals and strategies for both the Small Business and Finance

Committees; such as the JOBS Act and the Dodd-Frank Act

Ameriprise Financial Waltham, MA

Investment Consultant 2006-2008

• Consulted to 58 clients on investments totaling $33 Million in assets

• Compiled and analyzed daily research, news events, and industry trends from sources such as Bloomberg,

Reuters, and Dow Jones newswire

EDUCATION

Brandeis International Business School Waltham, MA

MBA 2010

• Global Leadership Fellow (scholarship awarded to outstanding students)

• Semester at the University of Bocconi – Milan, Italy (2009)

• Relevant Projects: Selected to travel to Chile to meet with company executives to assess and document best

practices for doing business in emerging markets

• Relevant Coursework: Financial Modeling, Financial Statement Analysis, Credit Risk Analysis I & II, Business

Cycle Analysis, M & A Analysis, Fundamental Analysis, Technical Analysis, International Trade, and

International Macroeconomics

Le Moyne College Syracuse, NY

BA – History 2001

• Finance internships at UBS (2000) and Wachovia Bank (1999)

• Captain – Varsity Swimming team

SKILLS/INTERESTS

• Bloomberg, Morningstar, Thomson Reuters, Microsoft Suite

• Securities License – Series 56

• International Travel/Study Abroad: Australia, Austria, Canada, Caribbean Islands, Chile, Denmark, England,

France, Germany, Italy, Mexico, Switzerland, and the Virgin Islands

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