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CFA Level II Candidate

Cleared the Level I exam on first attempt in December 2009 and am currently enrolled to take the Level II in June 2010

Work experience

Jun 2008Aug 2008

Mutual Fund Accounting Intern

Bank of New York Mellon
  • Calculated NAVs and daily dividend factors for domestic and global investment products including derivative based funds, bond funds, and various ETFs 
  • Processed and reconciled transactions involving futures, bonds, term loans and equities, researched and resolved any breaks or discrepancies, and maintained fund expenses and accruals
  • Verified all pricing entries for securities that broke tolerance with second or third data source
  • Submitted daily reports calculating fund NAVs and other reports as necessary

Education

Sep 2005May 2009

Bachelor of Science

Susquehanna University

Achievements:

  • Dean's List
  • Graduated Cum Laude
  • Cumulative GPA: 3.5/4.0

Activities:

  • President, Investment Club
  • Vice President, Outdoors Club
  • HRM Student Advisor
  • Global Business Perspectives Coach

Skills

Bloomberg
Used on a daily basis during my internship with Bank of New York Mellon
Microsoft Office Suite
Access, Excel, Outlook, PowerPoint, Visio, Word