Financial Analyst

Maxson Smith Dallas, TX *****

*************@*****.*** 214-***-****

EDUCATION

Clemson University- Wilbur O and Ann Powers College BSc in Finance and Accounting (GPA 3.73/4.0)

Highland Park High School

WORK EXPERIENCE

Permian Investment Partners

Data Analyst

Clemson, SC ‘2024

Dallas, TX ‘2020

New York, NY

May 2022 - Present

• Managed investment idea generation portal and sourced new opportunities for potential long-term investments, developed new screens through S&P Capital IQ to help partners with investment research

• Updated daily PNL sheets and provided accounting assistance to CFO

• Assisted analysts in value added research, including financial statement analysis and diligence call CTM Outlander

Summer Analyst

Dallas, TX

May 2023 - Present

• Led Diligence efforts for music catalogues, ensuring comprehensive analysis and evaluation

• Utilized financial modeling techniques to support strategic decision making

• Conducted thorough market research to identify key trends, opportunities, and risk

• Developed detailed financial projections and forecasts, supporting informed investment opportunities Portfolios with Purpose

Student Ambassador

New York, NY

Feb 2020 - May 2021

• Earned second place in global stock competition, which required meticulous attention to market trends and current events for the duration of the year

• Traveled to New York to attend educational seminars and networking events United States Congress

Congressional Intern

Washington DC

June 2020 - July 2020

• Collaborated with students staying at George Washington University working for Rep. Pete Sessions, which provided professional development training and opportunities to meet with government official Kappa Alpha Order

Treasurer

Social Chairman

• Lead team planning and coordinate all fraternity events while overseeing a $58,000 budget

• Involved in regular negotiation with bands, fraternities, venues, food services, etc. EXTRACURRICULARS

Clemson Finance Advisory Board

• A 10-person advisory board, elected by business college students, that works with the Finance Department faculty on curriculum and related matters as well as provides workshops and mentoring to students considering a degree in finance Clemson, SC

Fall 2021 – Fall 2023

Clemson, SC

August 2022- Present

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