Analyst

Philip Duvinage

***************@*****.*** 858-***-**** Orange, CA linkedin.com/in/philip-duvinage Summary

Strategic and analytical financial professional with hands on experience in working with financial analysis, data analysis, financial planning, forecasting, and statistical analysis. Productivity and results-driven individual who consistently aims to beat the deadlines given and dedicates themselves to problem solving. Team player with strong decision-making abilities and data visualization skills.

EXPERIENCE

UBS-Retirement Planning Service Consultants May 2019 – Present Analyst Intern-The Hocking Group

• Administered large corporate 401k plans with team, as well as advising for plan participants.

• Sped up production of investment reviews, quarterly reviews, annual reviews, and fund changes by 25%, while ensuring continuation of quality.

• Researched wide range of mutual funds and bonds for selection into 401k plans and conducted fund changes.

• Arranged 5 prospecting lunch seminars from various locations and attracted clients ranging from $1M to $25M.

• Prepared presentations and booklets for meetings and presented to new clients for educational purposes.

• Recommended changes for funds in portfolio.

• Increased system efficiency by through creating databases, spreadsheet models, and participant trackers.

• Manage specialized information, reports, forms dealing with fees, and billing information. UBS-Wealth Management January 2019 – August 2019

Wealth Management Intern-The Gee Group

• Built an error-free equity tracking database with commodities and bond market trackers built in.

• Collaborated with a team in dealing with high net worth clients for advisory purposes.

• Tracked various markets weekly and assemble reports for both presentations and internal portfolio tracking.

• Aided in creation of new clients through different channels via creating reports to target prospective clients.

• Worked with team advisor on data optimization for financial tracking. Commercial Realty Specialists October 2018 – January 2019 Business Development

• Raised system productivity 15% over 3 months of service through database optimization.

• Worked with CEO to cut property analysis time in half.

• Produced and revised property proposals and comparisons.

• Served as point of contact for clients and maintained client relationships, while cleaning a CRM database.

• Created new client base using social media marketing, cold calling, and email campaigning. American Eagle Outfitters October 2016 – June 2017 Sales Associate

• Increased sales conversion rate from 28% to 37% in 1 year of service.

• Prepared inventory, including pricing, merchandising, product displays, and security attachments. EDUCATION

Chapman University, George L Argyros School of Business & Economics May 2020 Bachelor of Science in Business Administration – Management emphasis Orange, CA Minor in Data Analytics

SKILLS

Language: Fluent in English, French, and Spanish

Computer: Microsoft Office Suite Expert (Word, PowerPoint, Excel, Access), Coding (R – Intermediate, Tableau – Intermediate, SQL – Beginner, Python – Beginner), Social Media (Instagram, Facebook, Twitter, LinkedIn, Snapchat.) Finance: Bloomberg terminals, Financial statement and ratio analysis, financial modeling, statistical analysis, equity trading, and forecasting.

Online Platforms – RPAG, FirmPlus, Consultworks, and various financial record keepers

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