Roman, Christopher Resume
CHRISTOPHER ROMAN
2528 121st Street Flushing, NY 11354
C------------ |------------ | ------------/in/christopher-roman/
EDUCATION
University at Albany, State University of New York - Cumulative GPA: 3.5 Albany, NY
Bachelor of Science, Business Administration; Finance & Financial Market Regulation Minor: Economics December 2020
Honors/Awards/Scholarships: Dean�s List (2017-2019), Spellman Academic Achievement, Student Affairs Excellence
Relevant Coursework: Calculus, Corporate Finance, Data Analytics, Economics of Money & Banking, Financial Statement Analysis
WORK EXPERIENCE
Neuberger Berman
Summer Analyst, Institutional Client Group June 2019 � August 2019
� Collaborated with analysts on day-to-day business developments and client servicing tasks to ensure portfolio manager goals were met
� Built a deck on a fixed income strategy suitable for an assigned client, ultimately presenting in front of senior executives
� Constructed a presentation and financial model, within a group, on an appointed company and pitched a buy/sell/hold rating in front of a group of senior research analysts, as part of a firm-wide intern project
� Researched equity, fixed income, and commodity industry news and composed a daily market update for distribution across the team
Citigroup � Externship
Investment Banking Participant August 2019
� Prepared a company and industry overview presentation including a strategic rationale for the acquisition of the assigned company
� Completed a transaction and trading comparable analysis to arrive at an implied value of the company
� Performed a discounted cash flow analysis and created a PowerPoint slideshow to show valuations and recommended acquisition price
Crosstown Solutions Inc.
Sales and Marketing Intern June 2017 � August 2017
� Devised marketing and publicity strategies resulting in increased brand awareness and capital commitments
� Exceeded sales quotas by 20% for July and formed ongoing customer relationships to raise retention rates by 35%
LEADERSHIP & PROFESSIONAL DEVELOPMENT
SEO Career
Success Participant (Investment Banking & Markets Group) March 2019 � Present
� Receive 100+ hours of individualized coaching and online instruction to achieve targeted professional developmental goals
� Complete industry-specific training and assessments to develop technical skills, institutional knowledge, and attention to detail
University at Albany School of Business Investment Fund
Senior Analyst, Consumer Sector Head September 2018 � Present
� Selected to Co-manage a $250,000 student-run active equity investment portfolio benchmarked to the S&P 1500
� Construct financial models and pitch to an advisory board of industry professionals for inclusion in the portfolio
� Analyze performance, security allocation, relevant macro events, and industry trends for portfolio reports
University at Albany, Department of Residential Life
Resident Assistant February 2018 � May 2019
� Managed a university residence hall floor of 40 ethnically diverse undergraduate students
� Performed duties such as responding to administrative requests, filing work orders, and operating the university database system from the Residential Life office for an average of 15 hours per week
Delta Sigma Pi, International Professional Business Fraternity
Pledge Vice President of Finance, Finance and Professional Development Committee February 2018 � May 2018
� Elected by peers to formulate a financial plan, build biweekly financial statements and execute fundraising events, efforts resulted in over $1,000 raised for chapter obligations
Get Fit Stay Fit
Co-Founder/CEO September 2017 � December 2017
� Created a marketing structure, designed a website, and compiled financial data within a team of 4 to formulate a business proposal
� Invested over $1,000 in startup costs, sold over 100 subscriptions and finished the project with an 85% return on investment and placed as a finalist in the University Business Plan Competition
OTHER SKILLS & INTERESTS
Technical: Microsoft Applications (Excel, Word, PowerPoint), Bloomberg, SQL, Tableau
Language: Fluent in Spanish, Intermediate Proficiency in French
Certifications: Bloomberg Market Concepts (BMC), FINRA Securities Industry Essentials (SIE)
Interests: Classic Films, Hiking, Mixed Martial Arts, Philosophy, Soccer, Travel, Volunteering
CHRISTOPHER ROMAN
2528 121st Street Flushing, NY 11354
C------------ |------------ | ------------/in/christopher-roman/
EDUCATION
University at Albany, State University of New York - Cumulative GPA: 3.5 Albany, NY
Bachelor of Science, Business Administration; Finance & Financial Market Regulation Minor: Economics December 2020
Honors/Awards/Scholarships: Dean�s List (2017-2019), Spellman Academic Achievement, Student Affairs Excellence
Relevant Coursework: Calculus, Corporate Finance, Data Analytics, Economics of Money & Banking, Financial Statement Analysis
WORK EXPERIENCE
Neuberger Berman
Summer Analyst, Institutional Client Group June 2019 � August 2019
� Collaborated with analysts on day-to-day business developments and client servicing tasks to ensure portfolio manager goals were met
� Built a deck on a fixed income strategy suitable for an assigned client, ultimately presenting in front of senior executives
� Constructed a presentation and financial model, within a group, on an appointed company and pitched a buy/sell/hold rating in front of a group of senior research analysts, as part of a firm-wide intern project
� Researched equity, fixed income, and commodity industry news and composed a daily market update for distribution across the team
Citigroup � Externship
Investment Banking Participant August 2019
� Prepared a company and industry overview presentation including a strategic rationale for the acquisition of the assigned company
� Completed a transaction and trading comparable analysis to arrive at an implied value of the company
� Performed a discounted cash flow analysis and created a PowerPoint slideshow to show valuations and recommended acquisition price
Crosstown Solutions Inc.
Sales and Marketing Intern June 2017 � August 2017
� Devised marketing and publicity strategies resulting in increased brand awareness and capital commitments
� Exceeded sales quotas by 20% for July and formed ongoing customer relationships to raise retention rates by 35%
LEADERSHIP & PROFESSIONAL DEVELOPMENT
SEO Career
Success Participant (Investment Banking & Markets Group) March 2019 � Present
� Receive 100+ hours of individualized coaching and online instruction to achieve targeted professional developmental goals
� Complete industry-specific training and assessments to develop technical skills, institutional knowledge, and attention to detail
University at Albany School of Business Investment Fund
Senior Analyst, Consumer Sector Head September 2018 � Present
� Selected to Co-manage a $250,000 student-run active equity investment portfolio benchmarked to the S&P 1500
� Construct financial models and pitch to an advisory board of industry professionals for inclusion in the portfolio
� Analyze performance, security allocation, relevant macro events, and industry trends for portfolio reports
University at Albany, Department of Residential Life
Resident Assistant February 2018 � May 2019
� Managed a university residence hall floor of 40 ethnically diverse undergraduate students
� Performed duties such as responding to administrative requests, filing work orders, and operating the university database system from the Residential Life office for an average of 15 hours per week
Delta Sigma Pi, International Professional Business Fraternity
Pledge Vice President of Finance, Finance and Professional Development Committee February 2018 � May 2018
� Elected by peers to formulate a financial plan, build biweekly financial statements and execute fundraising events, efforts resulted in over $1,000 raised for chapter obligations
Get Fit Stay Fit
Co-Founder/CEO September 2017 � December 2017
� Created a marketing structure, designed a website, and compiled financial data within a team of 4 to formulate a business proposal
� Invested over $1,000 in startup costs, sold over 100 subscriptions and finished the project with an 85% return on investment and placed as a finalist in the University Business Plan Competition
OTHER SKILLS & INTERESTS
Technical: Microsoft Applications (Excel, Word, PowerPoint), Bloomberg, SQL, Tableau
Language: Fluent in Spanish, Intermediate Proficiency in French
Certifications: Bloomberg Market Concepts (BMC), FINRA Securities Industry Essentials (SIE)
Interests: Classic Films, Hiking, Mixed Martial Arts, Philosophy, Soccer, Travel, Volunteering