4000 Main Street | Philadelphia, PA 30205 | (302) 343-3245 | edward.summers@gmail.

com

Edward Summers
JOB OBJECTIVE Investment banking professional with broad financial advisory, research and sales
experience seeking full time position at Boutique Investment Bank

PROFESSIONAL JP Morgan Chase, Philadelphia, PA

EXPERIENCE Senior Analyst, 2006 – Present
 Conducted sales in structured products, tailor made solutions, and

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commodities financing, covering corporate clients and local banks in the high
technology and venture capital sector throughout the U.S., Canada, and
Western Europe
 Advised and provided financing services for U.S. high technology
companies; conducted industry research, developed product offers, and
supported commercial efforts for clients

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 Provided pricing, structuring, dealing, advisory, and business relationship
development to commodity traders, Western European banks, and U.S. mid
caps

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 Performed market screening, conducted credit analysis, and deal booking in
FO systems
 Played a integral role in new client acquisition in Western Europe – leading
to a 200% increase in revenue
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Morgan Stanley, New York, NY
Analyst, 2004 – 2006
 Provided sales assistance to Traders on Morgan Stanley’s regional trading
floor, covering local authorities, institutional investors, and small and midcap
es

clients
 Priced, structured and sold tailor made solutions, including fixed income, FX,
equity derivatives, commodities, treasury notes, and loan deposits
 Developed proprietary software applications that facilitated exotic deal
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booking and improved client relationship management

Exceleon Technologies, New York, NY

Intern, June 2003 – August 2003
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 Performed financial & strategic analysis and forecasts in EEMEA, conducted

pricing analysis, and managed partner and supplier relationships
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EDUCATION New York University, New York, NY

Master of Business Administration, 2003
 Concentration in Quantitative Finance
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Columbia University, New York, NY

Bachelor of Science in Mathematics, 2001
 Minor in Economics
 Deans List 4 years in a row

ADDITIONAL  Fluent in English, Spanish, and Japanese

SKILLS  Expert in FO: IRD and FX options pricers, Bloomberg and Reuters
Marketsheets
 Proficient in MS Office (including Access and VBA), Java, C++
 
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