DANIEL CARTER
(Phone Number) | (Email Address) | Chicago, IL
PROFESSIONAL SUMMARY
Highly motivated and results-oriented finance professional with a strong academic background in
finance and practical experience in investment analysis, financial modeling, and data analysis.
Seeking a challenging lm role in the finance industry to leverage expertise in financial modeling,
forecasting, and portfolio management to drive strategic decision-making and maximize financial
performance. Proven ability to analyze complex financial data, develop insightful recommendations,
and contribute to team success in fast-paced environments. Dedicated to continuous professional
development and achieving CFA charterholder status.
EXPERIENCE
Finance Intern, JPMorgan Chase Summer 2024
• Supported senior analysts in preparing comprehensive quarterly investment reports and interactive
dashboards, contributing to timely and accurate financial reporting.
• Assisted in the analysis of market trends and financial data, providing valuable insights for
investment decisions.
• Gained practical experience in utilizing Bloomberg Terminal for financial data retrieval and
analysis, enhancing proficiency in industry-standard tools.
Student Consultant, Illinois Business Consulting 2023-2024
• Conducted in-depth market analysis and developed comprehensive financial plans for diverse real-
world clients, demonstrating strong analytical and problem-solving skills.
• Collaborated effectively with cross-functional teams to deliver high-quality consulting services,
exceeding client expectations and fostering strong client relationships.
• Applied financial modeling techniques to forecast financial performance and provide data-driven
recommendations for strategic planning and resource allocation.
EDUCATION
BBA in Finance, University of Illinois at Urbana-Champaign May 2025
SKILLS
Financial Modeling | Excel | Power BI | SQL | Investment Analysis | Budgeting | Forecasting |
Bloomberg Terminal | Financial Reporting | Data Analysis | Portfolio Management | Client
Relationship Management | Market Analysis | Strategic Planning | Python
PROJECTS
• Developed a sophisticated discounted cash flow (DCF) model for a technology startup, accurately
valuing the company and informing investment decisions.
• Created an advanced investment portfolio simulator using Excel and Python, demonstrating
proficiency in programming and financial modeling techniques.
CERTIFICATIONS
CFA Level 1 Candidate
