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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLE8/Street Address /2024Dear First National Bank,It is with great interest that I apply for an internship with the Corporate Finance department at First National Bank.Interning at First National Bank can offer numerous valuable prospects and experiences. I am eager to leverage this opportunity to align with my career aspirations and professional development goals.As detailed on my resume, my work experience includes a summer financial planning internship at Carson Wealth Management in Downtown Pittsburgh. As a fourth-year undergraduate student who plans to pursue an MBA at Penn State University right out of college, I continue to develop a foundation of finance knowledge and analytical skills in which I have demonstrated my ability to apply in real-time at Carson Wealth and am enthusiastic about continuing to build upon at First National Bank. Some notable coursework includes Case Studies Using Advanced Excel, Real Estate Finance, and Financial Management. In each of these courses, I was given the opportunity to work with either a community partner or real data to perform analyses and/or solve a problem. I am ready for a new challenge and am excited about the possibility of contributing to First National Bank.Thank you for your time and consideration.Candidate's Name
Candidate's Name
Pittsburgh, PA 15642 I PHONE NUMBER AVAILABLE I EMAIL AVAILABLE Highly motivated individual with a solid foundation in financial analysis, investment strategies, and risk management. Proficient in financial modeling, data analysis, and accounting principles. Strong analytical and problem-solving skills, with a keen attention to detail and a passion for optimizing financial performance. Ready to contribute to dynamic financial teams. EDUCATION:LA ROCHE UNIVERSITY, Pittsburgh, PA MAY 2025Bachelor of Science, Finance and Management GPA: 3.90 NOTABLE COURSEWORK:LA ROCHE UNIVERSITY, Pittsburgh, PAInvestments Introduced to the securities market and gained knowledge of the three traditional asset classes of cash, fixed income and equity. Prepared and presented a stock pitch and evaluation on Amazon. Real Estate Finance Partnered with local real estate investor/developer and created excel based valuation model based on one of their income generating properties. Completed an on-sight property tour to gain familiarity with the company. Case Study Using Advanced Excel Worked with large scale case studies and created decision documents to justify relevance to the solutions derived. Gained understanding of excel techniques that include VLOOKUPs, IF statements, usability, etc. Used real time data and key performance indicators to model and analyze student retention at La Roche University. Financial Management Performed excel based ratio and valuation analysis on AT&T stock. Investigating Social Problems Completed volunteer work while investigating the social issues behind the cause of social isolation with aging senior citizens. Planned different activities for senior citizens for an hour and a half on a weekly basis. PROFESSIONAL EXPERIENCE:CARSON WEALTH MANAGEMENT, Pittsburgh, PA SUMMER 2024 Manage Marketing Efforts/Lead Pipeline/Follow up Process Ensured all sourced leads were entered into automated prospecting systems (Salesforce and Bomb Bomb) Reviewed response analytics to prioritize follow up opportunities, suggesting high value leads to senior advisors Completed ROI project that showed total rate of return for various marketing seminars conducted by the firm Created in depth analysis for specific days, venues and seminar types (TIR and EP) Shadowed Advisors to complete Client Service Meeting Preparation Analysis Ran client portfolio cash flow reports to determine annual contributions, distributions (rmds), etc. Entered demographic and financial information into financial planning software (Money Guide) Analyzed Client Investment Statements for entry into Portfolio Proposal Tool (Carson Partners Operations App) Became familiar with account types (IRA, taxable, ROTH, etc.), position data (cost basis, capital gain, etc.), and separately managed account (SMA) structure (advisory fees, expense ratios, etc.) Entered investments into Data Allocation Tool (DAT) and reviewed position entries alongside CFA and shadowed allocation recommendations to prospective clientsClient communication and relationship management Familiar with enterprise-level communication software including Sales Force CRM, Bomb-Bomb (video message management) and MyRepChat (text management) Responsible for ensuring all social media info (Linked In, Facebook and Twitter) is posted weekly CAMPUS ENGAGEMENT:LA ROCHE UNIVERSITY MENS GOLF TEAM, Pittsburgh, PA AUGUST 2022-MAY 2025 Mentor younger players and showcase ability to serve in a leadership role and inspire others Dedication to regular practice and training while balancing academic commitments Placed 7th individually in AMCC conference championship in 2022 BUSINESS LITERACY GROUP, Pittsburgh, PA Helped coordinate a financial literacy seminar with First National Bank managing marketing and promotional efforts. Evaluated success of event by gathering student feedback and gained knowledge of the content they were able to learn from the event |
