Senior at Lehigh University, Finance Major

Zachary E. Powers

*** **** **** ****** ***. **E, New York, NY 10021 • 347-***-**** • **************@*****.*** EDUCATION:

Lehigh University, Bethlehem, PA Expected May 2021

• Bachelor of Science in Business & Economics

• Major: Finance, Minor: Business Information System

• Major GPA 3.7/4.0, Overall GPA 3.5/ 4.0, Honors: Dean’s List

• Relevant Coursework: Financial Modeling, Security Analysis and Portfolio, Investments, Financial Markets and Institutions, Corporate Financial Policy, Financial Management Valuation Study Abroad: CAPA The Global Education Network, Florence, Italy January 2020- May 2020 EXPERIENCE:

Cowen, New York, NY May 2020- August 2020

Market Rotational Summer Analyst Program

• Analyzed company financials and pitched findings to over fifty colleagues in the markets division

• Led the analyst class in creating and circulating a weekly ‘morning note’ to update all employees on critical news and economic trends to help inform investment decisions

• Developed skills in stock valuation methodology and sector trend analysis

• Corresponded with higher level management to advance my knowledge in Sales Trading, Institutional Research Sales, Trading, Electronic Trading, and Sales & Options

Wells Fargo Private Bank, New York, NY May 2019- August 2019 Retail Lending Summer Analyst

• Assisted the top 1% of retail lenders in the nation in reviewing client application’s and financial statements that amounted to $5 million plus in new business

• Explored risk measures by working with senior management on the process of approving a loan

• Utilized Wells Fargo’s proprietary software and Microsoft Dynamics 365 CRM to manage Private Mortgage Banker’s professional relationships

Telos Asset Management, New York, NY May 2018- August 2018 Credit Summer Analyst

• Managed $1.7 billion through structured investment vehicles such as CLOs and credit opportunity funds

• Forecasted company financials and interpreted credit data to determine the financial viability

• Educated on risk measurements such as credit ratings and common rate measurements of LIBOR and SOFR LEADERSHIP:

Lehigh Projects- Pickwick Capital Partners; Winter Investment Banking Analyst December 2020- January 2021

• Produced a market report to promote sell side M&A transactions with a focus on security and defense corporations earning

$10+ million in EBITDA

• Screened and created relationships with private equity and venture capital firms for potential investment TAMID Group; Project Manager August 2017- Present

• Headed a team of six students to research and develop a recommendation for Lightico, an electronic signature firm

• Formulated a deliverable to 45+ chapter members that addressed business development, market research, and competitive analysis on new markets

Office of Academic Support Services; Executive Board Member August 2017-Present

• Guided students with learning disabilities; lead retreats of 50+ mentees and 22+ mentors

• Elected by the executive board to organize professional development events and panels with corporations such as PPL SKILLS, INTERESTS:

Campus Involvement: Investment Management Group, Finance Club, Theta Chi Fraternity, Running Club Technical Skills: Working knowledge of Microsoft Office Suite, Microsoft Excel, and Bloomberg Terminal Interests: New York Knicks, New York Jets, Skiing, Traveling, Favorite Show: Curb Your Enthusiasm

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