Jonathan_Palmer_Resume_7-29-15
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Jonathan Palmer 416 S. 41 st St. Apt. 14, Philadelphia, PA 19104 (512) 638-3244 [email protected] EDUCATION Texas State University Bachelor of Business Administration, Finance 2009 - 2015 Overall GPA: 3.69 Finance GPA: 4.0 Magna Cum Laude, Dean’s List 6 semesters, 6 Merit- based Scholarships, 2 Research Grants, 5 Honor Societies, 2 Merit-based Professional Opportunities within McCoy College Extended Degree Curriculum, 3 + Years Work Experience, Extensive Community Service TECHNICAL EXPERIENCE Microsoft Excel Investment Databases Statistical Software Financial Modeling, Pro Forma Analysis, Data Analysis, Linear Regression, Efficient Portfolio Construction, Attribution Analysis Bloomberg, FactSet MATLAB, SAS, Stata JOB EXPERIENCE Investment Analyst – CFA Institute Research Challenge Team, Texas State University Team completed bottom-up and top-down analyses of Panhandle Oil & Gas (NYSE:PHX) Primarily, I researched leading forces affecting or expected to affect the Industry that would specifically affect the company and worked with the team to write and edit the report to be cohesive and convincing Provided support on the Net Asset Valuation, Financial Analysis and Business Description Demonstrated the ability to lead while remaining an equal team player Our stock report and investor presentation won in the Southwest Regional competition (OK, TX, & LA) which qualified us for the America’s competition (Central Am., South Am., U.S., & Canada), meaning our work was in approximately the 95th percentile Financial Analyst Intern – Integrated Planning and Forecasting, USAA Financial Services Completed 7 forecast models for the family market size, constructed an automated Executive’s and Board of Director’s report, and automated existing reporting templates in excel Provided ad-hoc support, troubleshot for co-workers, and took the initiative to learn SAS and SQL coding Known for positive attitude, intellectual curiosity, and very strong work ethic Portfolio Manager – Student Managed Investment Fund (SMIF), McCoy College Led a team of 4 fixed income analysts and co-led a team of 2 foreign equities analysts Studied FOMC Statements, analyzed interest rate movements during the Business Cycle and given Historic Inflection Points, estimated Interest Rate Premiums and the Real Interest Rate, developed forecasts, developed the Portfolio Strategy, made the Selection Decision, made the Allocation Decision Our Fixed Income Portfolio outperformed the Barclays Aggregate by 111 basis points over 115 days Fixed Income & Foreign Equities Analyst – Oct 2014 – Apr May 2014 – Aug Jan 2014 – May Aug 2013 – May June 2013 – Aug
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Transcript of Jonathan_Palmer_Resume_7-29-15
Jonathan Palmer 416 S. 41st St. Apt. 14, Philadelphia, PA 19104 (512) 638-3244 [email protected]
Texas State University Bachelor of Business Administration, Finance 2009 - 2015
Overall GPA: 3.69 Finance GPA: 4.0
Magna Cum Laude, Dean’s List 6 semesters, 6 Merit-based Scholarships, 2 Research Grants, 5 Honor Societies, 2 Merit-based Professional Opportunities within McCoy College
Extended Degree Curriculum, 3 + Years Work Experience, Extensive Community Service
TECHNICAL EXPERIENCEMicrosoft Excel Investment Databases Statistical Software
Financial Modeling, Pro Forma Analysis, Data Analysis, Linear Regression, Efficient Portfolio Construction, Attribution Analysis
Bloomberg, FactSet MATLAB, SAS, Stata
JOB EXPERIENCEInvestment Analyst – CFA Institute Research Challenge Team, Texas State University
Team completed bottom-up and top-down analyses of Panhandle Oil & Gas (NYSE:PHX) Primarily, I researched leading forces affecting or expected to affect the Industry that would
specifically affect the company and worked with the team to write and edit the report to be cohesive and convincing
Provided support on the Net Asset Valuation, Financial Analysis and Business Description Demonstrated the ability to lead while remaining an equal team player Our stock report and investor presentation won in the Southwest Regional competition (OK, TX, & LA)
which qualified us for the America’s competition (Central Am., South Am., U.S., & Canada), meaning our work was in approximately the 95th percentile
Financial Analyst Intern – Integrated Planning and Forecasting, USAA Financial Services Completed 7 forecast models for the family market size, constructed an automated Executive’s and
Board of Director’s report, and automated existing reporting templates in excel Provided ad-hoc support, troubleshot for co-workers, and took the initiative to learn SAS and SQL
coding Known for positive attitude, intellectual curiosity, and very strong work ethic
Portfolio Manager – Student Managed Investment Fund (SMIF), McCoy College Led a team of 4 fixed income analysts and co-led a team of 2 foreign equities analysts Studied FOMC Statements, analyzed interest rate movements during the Business Cycle and given
Historic Inflection Points, estimated Interest Rate Premiums and the Real Interest Rate, developed forecasts, developed the Portfolio Strategy, made the Selection Decision, made the Allocation Decision
Our Fixed Income Portfolio outperformed the Barclays Aggregate by 111 basis points over 115 daysFixed Income & Foreign Equities Analyst – Student Managed Investment Fund, McCoy College
1 of 11 new students selected out of 100+ applicants to the SMIF Program Compliance Manager: 1 of 7 members selected by merit to the Investment Committee As a class we managed an endowment of nearly $0.5M
Research Analyst Intern– Love for Myanmar Non-governmental Organization, Yangon, Myanmar Completed a report detailing a partnership, wrote a cost benefit analysis, and began a third report
exploring operating structures for their future Microfinancial Institution Known for very strong work ethic, candor, adaptability and positive attitude
Ambassador – The McCoy College Ambassadors, McCoy College Helped host high net worth guests for McCoy College and guided donor tours Volunteered in the San Marcos community and for McCoy College events
Supplemental Instructor – Student Learning Assistance Center, Texas State University Prepared study sessions, and held office hours to lead Economics 2301 students through material Trained 5 newly hired Supplemental Instructors Known for ability to break down difficult concepts and ability to present
English Teacher - Stamford City Business Institute (SCBI), Yangon, Myanmar Contracted out to teach adults at High Tech Concrete Co., LTD. and taught young adults at SCBI Commended by High Tech for professionalism, maturity, ability to present material and lead
discussionsBusiness Tutor – Student Learning Assistance Center, Texas State University
Oct 2014 – Apr 2015
May 2014 – Aug 2014
Jan 2014 – May 2014
Aug 2013 – May 2014
June 2013 – Aug 2013
Aug 2013 – May 2015
Aug 2012 – May 2014
June 2013 – Aug 2013
Aug 2014 – May 2015
