Management Manager

ERIKA MILLER

*** ** **** ******, ***. ** ■ Boca Raton, FL 33431 ■ *****.***@*****.*** ■ 561-***-****

EDUCATION

Florida Atlantic University – Master of Science in Economics – Financial Track, 4.0 GPA December 2013

Florida Atlantic University – Bachelor of Business Administration in Finance, 4.0 GPA May 2012

Awards: Summa Cum Laude (2012), Outstanding Academic Achievement (2012), President’s List (2008-2012), The Sun Belt

Conference Commissioner’s List (2008-2012)

WORK EXPERIENCE

Financial Trust Asset Management Boca Raton, FL

Analyst March 2014 – December 2014

Monitored the macroeconomic and financial environments of domestic and international markets

oPrepared Global Economic Report for prospective clients on a quarterly basis

Conducted investment research to rebalance and reallocate the firm’s quantitative and tactical strategies

oEngaged in daily research on current portfolio holdings using quantitative, technical, and fundamental analysis

oPrepared Investment Committee Report for the Portfolio Manager on a monthly basis

Utilized software packages and web-based platforms including FactSet, TradeStation, eSignal (Elliott Wave Theory), Morningstar, Portfolio Center (Charles Schwab), Schwab Advisor Center, and Folio Institutional

Florida Atlantic University, Economics Department Boca Raton, FL

Graduate Assistant August 2012 – December 2013

Assisted faculty with teaching and research related duties

Provided support to the College of Business Graduate Office in the area of admission, advising, and marketing

Marketed the MS in Economics program through presenting an overview of the program to undergraduate classes

UniCredit Leasing Prague, Czech Republic

Intern May 2013 – June 2013

Interned in multiple departments, including Sales Networks Division, Management of Real Estate Projects, Management of Renewable Energy Projects, Corporate Financing, Treasury, and Marketing

oParticipated in meetings with clients negotiating financing of large corporate projects

oBuilt amortization schedules and discounted cash flow models for financial and operational leasing

oCompleted research of the company’s competitors and their marketing strategies

Pioneer Investments Prague, Czech Republic

Intern May 2013 – June 2013

Interned in the Investments division - learned the sales process and provided support for the investment manager

oBuilt portfolio models including equity funds, fixed income funds, money market funds, and mixed funds based on risk allocation and expected returns by using Excel spreadsheets

oPrepared marketing material for clients using Morningstar performance reports

Commerzbank AG Prague, Czech Republic

Intern May 2011 – June 2011

Trainee Program: Corporate Clients Department, Private Banking, Dealing, Treasury, Treasury Back-Office, Cash Management International Business Department, Local Credit Office, Structured Finance, Custody and Securities, Payments Department, Electronic Banking Department, Accounting Department

Private Banking: Worked closely with a private banker to learn department practices including portfolio management

Treasury Back-Office

oProcessed treasury products such as money market deposits/ loans, foreign exchange spots, foreign exchange forwards, and swaps

oTransferred payments of millions of dollars between bank accounts and individual client accounts

OTHER LEADERSHIP EXPERIENCE & SKILLS

Student Organizations: Omicron Delta Epsilon - Economics Club: Vice President (2012-2013), Chi Alpha Sigma - National

College Athlete Honor Society (2011-2013), Financial and Management Association (2010-2012)

Athletic Experience: Florida Atlantic University Tennis Team (August 2008 – May 2012), Team Captain – Junior and Senior year (August 2010 – May 2012)

Computer Skills: Microsoft Office: Access, Excel (Pivot Tables, V/H-Lookup, Macros), Outlook, PowerPoint, Publisher, Word, STATA, FactSet

Licenses: Series 65 (Uniform Investment Adviser Law Exam)

Languages: English, Czech, German

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