Sample Banking Resumes
JOHN SMITH
500 San Gabriel #2104
Austin, TX 78705
512.444.3333 ~ js12345@mail.utexas.edu
EDUCATION
B.A., Economics (Economics Honors Program) May 2005
The University of Texas at Austin GPA 3.6
Certified Business Foundations: UT McCombs School of Business
ACADEMIC PROJECTS
Economic Theory: NYSE, UT Austin Spring 2004
• Researched and analyzed types of financial derivatives available on the New York Stock Exchange.
• Analyzed rules and regulations created by the Securities and Exchange Commission.
• Wrote policy paper detailing analysis of NYSE futures and options.
Money and Banking: Stock Market Development, UT Austin Fall 2004
• Researched and analyzed the determinants of stock market development, focusing on strong correlation between
stock market and financial intermediary development.
• Wrote research paper showing that determinants of stock market development can also indirectly contribute to the
development of the economy.
• Created and delivered a PowerPoint presentation to 100+ students detailing analysis of the paper.
RELEVANT EXPERIENCE
The Bank of New York, Inc. New York, New York
Relationship Management Intern May 2004 – Aug 2004
• Researched legal information on custodian, fund accounting, transfer agency and foreign sub-custodial
agreements.
• Created an on-line filing system of all pertinent Mutual Fund data.
• Developed an index of investor charges through investigation and research of fee schedules.
• Systemized and formatted all dates of legal compliance agreements.
• Originated procedures for more efficient operation in the department.
• Interacted daily with senior level management.
Merrill Lynch Austin, Texas
Private Client Intern Jan 2004 – May 2004
• Analyzed fund management performance by conducting research of NYSE companies.
• Marketed to existing and prospective clients, solicited and developed new clientele, and managed client contact.
• Provided financial solutions to high-net worth individuals, as well as small to mid-size businesses.
A.G. Edwards Austin, Texas
Broker’s Assistant Sep 2003 – Dec 2003
• Monitored back office clearance of stock transactions.
• Conducted research of NYSE companies for profitability determination.
• Managed account database of 5000+ records for easy and up-to-date access by brokers.
• Increased clientele by more than 20% through professional cold calls.
SKILLS
PC Experience: Word, PowerPoint, Excel, Outlook, WordPerfect
Research & Analysis: Bloomberg, Hoover’s, LexisNexis and Times Series Processor
Language: Intermediate Spanish, including Business Spanish
Proven communication, interpersonal and presentation skills; work well in a team or independently
Excellent time management and organization skills, ability to multi-task under concurrent deadlines