Undergraduate Student, graduating May 2017

Grant Powley **** Rippling Rd

Cambridge, MD *****

********@*******.**.*** 443-***-****

EDUCATION

The University of Alabama – Culverhouse College of Commerce Bachelor of Science in Finance; Specialization in Economics Tuscaloosa, AL

May 2017

• GPA: 3.75/4.00

• Honors/Awards: Honors College, President’s List, Dean’s List WORK EXPERIENCE

Bank of America Merrill Lynch

Global Wealth & Investment Management Summer Analyst Baltimore, MD

June 2016 – August 2016

• Built and analyzed portfolios for client wealth outlooks, built a hypothetical client portfolio allocating $500,000 after- tax income and inheritance of $2.5M

• Modeled mutual fund and equity holdings for clients’ portfolios to assist in streamlining their investment allocations

• Built Discounted Cash Flow models for Private Wealth Advisors to generate investment ideas for clients’ portfolios Croft-Leominster

Equity Research Summer Analyst

Baltimore, MD

July 2015 – August 2015

• Worked on a research team of 4 analysts to generate investment ideas based on quarterly earnings for portfolio managers

• Created excel models for various Biotech/Technology companies for analyst and portfolio managers

• Attended sell-side research meetings for sectors such as restaurants, apparel, footwear & fitness, aerospace & defense, presented findings to portfolio managers and research analyst

• Used Bloomberg and Capital IQ to gather research LEADERSHIP & EXTRACURRICULAR ACTIVITIES

Culverhouse Investment Management Group

Senior Analyst, Energy Sector

Tuscaloosa, AL

September 2016 – Present

• Researched equities and built DCF models in value-based student investment group with $500,000 AUM

• Served as a senior analyst for the energy sector, valuing companies based on financial information and macroeconomics conditions, and presenting stock pitches

• Presented potential changes to the portfolio that include: o National Oilwell Varco (NYSE: NOV): Initiated sell position based on macroeconomic conditions, change in initial investment thesis, and inability to build DCF model considering NOV’s current environment o General Electric (NYSE: GE): Pitched watch list, well integrated across nine business segments and one of the most diversified companies in the world, divesture of GE Capital allows for organic growth and expansion of margins

Financial Management Association

President

Tuscaloosa, AL

September 2016 – Present

• Implemented strategic planning, acquired new members, and reached goals for the group

• Acquired funding to represent the University’s chapter on a global stage at the 2017 FMA Finance Leaders’ Conference in New York, NY

• Provided with opportunities for professional interaction between academics, practitioners, and students across the globe

ADDITIONAL INFORMATION

Computer:

Modeling:

Research:

Other Activities:

Interests:

Bloomberg, Capital IQ, Microsoft Office Suite (Word, Excel, PowerPoint, Office) Training the Street Financial Modeling and Corporate Valuation Workshop Seeking Alpha Research Contributor valuing Gilead Sciences (NASDAQ: GILD) Association of Operations Management (APICS), Volunteer Lacrosse Clinics, Homeless Shelter Boating, Fishing, Jet-skis, Hunting, Fitness

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