First Name Last Name
Cell Phone • E-Mail
EDUCATION
Tufts University Medford, MA
Bachelor of Arts in International Relations (Middle Eastern Focus), minor in Finance Expected May 20xx
GPA: 3.75; SAT: 2150
Relevant Courses: Microeconomic Theory, Business Law, Entrepreneurship and Business Plan, Industrial Economics,
International Economics, Entrepreneurial Marketing, Entrepreneurial Finance, Islam and Modernity, Advanced Modern
Standard Arabic, Media Arabic, Statistics, Calculus, Linear Algebra
University of Queensland, Brisbane, Australia, Spring 20xx – GPA: 6 (out of 7)
FINANCIAL EXPERIENCE
Neuberger Berman New York, NY
Portfolio Management Intern and Legal & Compliance Intern June – August 20xx
• Researched and analyzed portfolio holdings as part of ongoing due diligence efforts of industry leading equity portfolio
manager specializing in master limited partnerships ($2.5B AUM as of 8/20xx)
• Prepared report on future prospects of liquid natural gas and presented findings to portfolio management group
• Reviewed investment management agreements with attorneys in Legal & Compliance department and documented specific
terms, including most favored nation clauses, for institutional and high net worth clients
• Studied articles from industry publications involving regulatory actions and fines imposed on financial firms, and developed
summaries for inclusion in firm’s annual training presentations
• Developed filing system for documentation associated with pledge and lien accounts at firm
• Partnered with firm’s corporate social responsibility arm and Association to Benefit Children by volunteering to help
underprivileged children explore New York Metropolitan Museum of Art
Wealth Management Intern – Dallas, TX June – August 20xx
• Prepared client asset analyses in Microsoft Excel for meetings with high net worth and ultra-high net worth individuals
• Updated client information in computer database to ensure that portfolio managers had current information
• Provided initial training to new full-time employee including instruction on compiling asset summaries
• Researched charitable foundations, leading to several taken on as new clients
Wellington Capital Brisbane, Australia
Intern April – June 20xx
• Communicated with shareholders regarding upcoming shareholder votes in funds collectively worth $230MM AUD
• Assisted supervisors by compiling and binding research materials, helping with mailings, and printing as required
ADDITIONAL EXPERIENCE
Australian Trade Commission Boston, MA & Brisbane, Australia
Student Ambassador and Student Blogger March 20xx – Present
• Plan, organize, host, and assist with events in Boston area to promote studying in Australia
• Wrote and published blog about studying in Australia: www.nameofmyblog.wordpress.com
Tufts Audio Visual Services Medford, MA
Equipment Manager & Technician January 20xx – Present
• Maintain and organize equipment, performing repairs as necessary, including soldering and repairing cosmetic damage
• Provide AV support for on campus events including live bands, symposiums, panel talks, culture shows, and receptions
Good Time Entertainment Dallas, TX
Proprietor and DJ February 20xx – June 20xx
• Founded mobile disk jockey entertainment service, by DJ’ing and advertising business was profitable within first year
• Achieved ‘approved vendor‘ status for local school district of over 50,000 students
COMMUNITY SERVICE & LEADERSHIP
Tufts Traveler magazine, editor (20xx - present)
Tufts Economics Society, member (20xx – present)
Tufts Mountain Club, member and trip leader (20xx - present)
Te Rata Family Farm – New Zealand’s largest free-range egg farm, worked in exchange for room and board (January 20xx)
Tufts President’s Marathon Challenge – raised $1000+ for nutrition research and ran Boston Marathon – 4:14:22 (20xx)
First Degree Black Belt – Freestyle Martial Arts, instructor (20xx, at age 14)
SKILLS & INTERESTS
Software: Microsoft Word, Excel, PowerPoint; Stata
Interests: Running, Playing the Guitar, and European History