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Financial Analyst, Student

Dallas, TX
April 20, 2020

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Jonathan “Grant” Thomas

**** ******* ****, ******, *****, 75205 913-***-****


Southern Methodist University, Cox Business School Dallas, Texas

● BBA Scholar, Finance Major, (SMU Cumulative GPA 3.4/4.0) May 2020 WORK EXPERIENCE

Fidelity Investments Boston, Massachusetts

Clearing & Custody Solutions Intern Jun-Aug 2019

● Worked with Salesforce and Relationship Managers to grow their 60+ client portfolios

● Helped manage and interpret financial information for Broker-Dealer clients

● Learned to use and apply big data analytics using Microsoft Excel and Tableau Americo Financial Life & Annuity Insurance Company Kansas City, Missouri Financial Analyst Intern Jul-Aug 2018

● Managed a long-term growth portfolio of over 50 companies in different industries

● Built in-depth financial reports and presentations on different possible investment opportunities

● Improved on and used my Bloomberg Terminal skills to perform my multiple roles Morgan Stanley Dallas, Texas

Client Portfolio Analyst Intern Jun-Aug 2015

● Helped organize client’s resources and finances by understanding their unique goals

● Worked closely with high net worth clients to aid in development of a long-term investment plan

● Learned the basics of Financial advising


Delta Sigma Pi Business Fraternity 2016-2019

● Chapter Committee Chairman - Developed and presented engaging chapter PowerPoints for the members of the fraternity

● Vice President-Scholarship and Awards - Oversaw chapter award application process and developed programs to foster and recognize members’ academic achievement

● Fund Manager – Responsible for the collection, management and eventual disbursement of dues to support development events for incoming members

Young Presidents’ Organization Next Generation 2013-2019

● Founding Member and Vice president of the YPO SMU chapter consisting of 50+ members

● Introduced YPO members within the Dallas community and re-enforce their business connections and leadership skills through forums and activities

● Active Member and traveled globally (Austria, Ecuador, Colorado, Switzerland) with other members while developing future business connections and working on leadership and problem-solving skills Tennis Tournament Benefiting Cystic Fibrosis Foundation 2014-2015 Founder and Organizer

● Raised $90,000 in the tournament’s first two years of operation for CFF and patients ACTIVITIES & SKILLS

Microsoft Excel Core Certified

Bloomberg Market Concepts Certified

BBA Energy Club – Active member

Delta Sigma Pi – Active member

Kappa Alpha Order – Fraternity member


Football, Political Science, Car Enthusiast, Traveling

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