Professional Documents
Culture Documents
EDUCATION
Stanford University Stanford, CA
Bachelor of Science in Management Science & Engineering with Minor in Film Studies Expected June 2013
GPA: 3.4 SAT: 720M 700V
Relevant Coursework: Economics, Engineering Economic Analysis, Computer Science, Technology Entrepreneurship, International
Relations
Computer Programs: Java, Final Cut Pro
NYS Real Estate License: Completed 75 – hour course and state exam in one month, certified to sell real estate in New York
EXPERIENCE
Morgan Stanley Financial Services New York, NY
Summer Analyst, Private Wealth Management Jul 2010–Sep 2010
Portfolio Manager Analysis: Analyzed 25 portfolio managers based on the following performance metrics: alpha, beta, sharpe ratio, R –
squared, information ratio, YTD return, 1, 3, 5, 7, and 10 year annualized rate of return
Evaluated managers within International Value, All Cap Core, Large Cap Value, and Large Cap Growth space and made
strategic recommendations to Advisor
Resulted in Advisor switching her LCG manager from MDT Advisors to Neuberger Berman and switching her LCV advisor
from NFJ Large Cap Dividend Value to Diamond Hill Capital Management
Deliverables: Assisted Advisor with $250mm AUM by creating a lexicon of 500+ industry terms for personal use on the Advisor’s desk,
terms include the makeup of the Economic Sentiment Index, S&P Case Shiller’s Home Price Index, and the mathematics behind many
risk indicators
Compiled account statements of new clients Montefiore Cemetery and Springfield LI Cemetery for Advisor’s analysis
Created Portfolio Review chart for client that calculated performance and delta of each money manager in the account
Client Exposure: Daily interaction with Advisor’s clients on the phone and in person, firsthand exposure to analysis and viewpoints of
globally recognized industry experts including Burnes M. Lowry, John Clemmow, Jennifer Delaney, Adam J. Bobker, Art Cashin, Larry
Hathaway, Michael Tagliaferro, and Paul Donovan
ACTIVITIES
Sephardic Bikur Holim – Syrian Jewish Community New York, NY
Community Leader Jul 2007–Present
Attended Orthodox private school with dual curriculum and learned 7 Judaic and secular subjects in Hebrew from 6:30am to 7:00pm
Large community institution with career services, counseling services, children services, insurance support, and senior services
Provided financial counseling and supported an English language class
Monitored a food pantry for Sephardic Food Fund to deliver food to the needy
Spoke at high school and charity events on the dangers of substance abuse for SAFE program
Interests: writing my own songs, weekend music production and DJ-ing of house, folk, and electronica, producing music videos and short
films, guitar, harmonica, filmmaking, film festivals, snowboarding, extensive travel in China and India