Financial Analysis

Jake Stern

*** ** ******** ** *** **D Portland OR, 97201 425-***-**** ************@*****.*** LinkedIn

OBJECTIVE

Driven and ambitious individual, recently graduated from the University of Oregon with specializations in both Finance & Economics; and extracurriculars relating to data analysis. My goal is to be a dependable team player coupled with accountability and hard work, so I can further advance my abilities within the financial sector.

EDUCATION

University of Oregon

Bachelor of Science of Economics, June 2019; College of Arts & Sciences

Bachelor of Business Administration w/ concentration in Finance, June 2019; Lundquist College of Business

University of Oregon Athletics; Baseball

Beta Theta Pi Fraternity Community Service Chair

Dean’s List Honors

CERTIFICATIONS

SIE (Securities Industry Essentials) Exam

Series 87 Exam

Python for Finance: Investment Fundamentals & Data Analysis (Certificate from Udemy online course)

“Wall Street Prep” course certification (for Investment Banking and Equity Research)

OTHER SKILLS

Stata (Acquired skill from upper-division econometrics courses)

SQL (Acquired skill from data analytics classes within Lundquist College of Business)

Python (As mentioned earlier; acquired skill from online Udemy course – specifically tailored to financial analysis)

EXPERIENCE

Equity Research Associate, July 2019-Present

D.A. Davidson & Co. (Portland, OR)

Financial Institutions Group ‘FIG’ oriented research regarding financial modeling, company & sector analysis, writing research notes regarding recent financial results or events that are important relative to company valuation

Obtained significant experience in financial analysis (specifically banks), familiarity with modeling, forecasting, and valuation sufficient to determine stock price and recommendations

Asked questions to company management on earnings calls regarding outlook for the upcoming quarter or fiscal year

Extremely familiar with SEC filings (i.e., 8K, 10K, Form 4, etc.) as well as modeling & forecasting respective to each filing

Significantly enhanced ability in utilizing Microsoft Excel, specifically with regard to financial modeling and forecasting

Head Video & Data Analyst, November 2015 – June 2019

University of Oregon Baseball (Eugene, OR)

Utilized Excel (specifically Pivot Tables and large data sets) to analyze data according to various metrics critical to the success of the team for implementing strategic improvements in performance

Expanded technical skills by learning about how to network computers, learn how to use various software from scratch with respect to tasks coaches requested

Vigorous analysis research on opponents to improve scouting and game preparation

Sales Associate, Aug 2013 – Sep 2015, June – Aug 2016, Dec 2016, June – Aug 2017

Nike, Inc. (Auburn/North Bend, WA)

Earned March 2014 employee of the month

Nike community service representative role where I organized local community service events as Nike wanted to become more involved in the community, i.e. YMCA, Relay for Life, etc.

Scrutinized daily financial reports, identified sales goals, and discussed sales targets with team in morning briefings

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