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Junior Analyst

Location:
Miami, Florida, United States
Posted:
October 15, 2016

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Alejandro de Lemos

305-***-**** **** NW *** Place Miami, FL 33182 acw2ky@r.postjobfree.com CFA level 1 candidate EDUCATION

Florida International University Miami, FL

Master of Business Administration GPA, 3.8 Graduated: August 2016 Maldonado Global Scholar 2016

University of Central Florida Honors College Orlando, FL Bachelor of Science in Finance Major GPA, 3.5 Graduated: May 2015 Awards: Dean’s List, President’s Honor Roll

Relevant Coursework: Investment Analysis, Derivatives, Financial Models, Professional Selling PROFESSIONAL EXPERIENCE

Ocean Quant Management Miami, FL

Junior analyst June 2016- September 2016

Trained in the use of both quantitative and fundamental trading strategies under the tutelage of experienced hedge fund professionals

Created trading proprietary trading strategies on a portfolio of currencies and created multiple financial forecasting models using the R programming language as well as R studio

Aided in the research and presentation of multiple private equity ventures in three different industries to present to shareholders

Financial Harvest Wealth Advisors Orlando, FL

Wealth Management Operations January April 2015

Led day-to-day activities of a passively trading wealth management firm and participated in the portfolio maintenance of over 50 clients and their families

Addressed the risk, trading, and diversification concerns of high net worth clients by setting up and leading follow up and regular progress meetings resulting in better-informed and confident clientele

Set up compliance regulations according to SEC and state law, as well as set up relations with multiple firms to help reach our regulation goals by the appropriate deadline SunTrust Banks Orlando, FL

Co-op Operations January December 2014

One of only two students selected to participate in this pilot program. Was put to work on four different banking operations departments which included: Treasury Implementation Support Services, Wire Operations, Automated Clearing House, and Deposit Account Compliance & Regulatory Review

Initiated and completed wire transactions ranging in amounts of $100K to $5M ensuring they complied with Patriot Act regulation

Participated in a large team in charge of aiding branches in the southeastern part of the country with implementing wires and opening online business accounts for clients Extracurricular

ALPFA FIU

Finance committee member

Worked in setting up the bi-annual stock market competition run across all university chapters of ALPFA across the United States

Led classes in preparation for the stock market competition as well as the Bloomberg aptitude tests and Bloomberg certification exams. Currently Bloomberg certified and actively working towards Wall Street Prep certification

FIU Chapman Cup Case Competition

2016 winner

Active member of a 5 person team tasked with solving a problem for a nuclear medicine consulting firm

Competed against graduate students across all disciplines at Florida International University Florida Intercollegiate Case Competition

First Runner-up

Pitched a strategic business plan to a panel of 12 judges including key decision makers of Ashley Furniture Home Stores

Created financial projections that fell in line with the company’s $10 billion revenue goals and how our recommendations would contribute to that goal



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