Resume

September 1st, 2009

JAMES WILLIAM KOPAS

jimkopas@gmail.com

SANTA CLARA UNIVERSTIY FINANCE GRADUATE and CFA LEVEL II CANDIDATE , seeking a responsible entry level position. Areas of particular value include: customer support to high net worth clients in a highly personal and professional manner, solid understanding of financial markets and financial modeling, fund performance analysis experience, strong communicator with ability to effectively interface with people of all levels of experience, hard work ethic and thirst for knowledge within the financial service industry.

B.S.C., Finance, Santa Clara University Leavey School of Business, Santa Clara, California, December 2008

Related Coursework: Entrepreneurship, Ethical Standards, Quantitative Methods, Economics, Portfolio Management, Derivatives and Alternative Investments, Accounting, Business Rhetoric, Public Speaking, Interpersonal Communication

  • 3.83 Finance GPA; 3.61 Cumulative GPA

Projects:

  • Preparation and Presentation of an Investment Policy Statement
  • Investment Fund Performance Analysis and Attribution
  • Investment Strategy Formulation and Portfolio Optimization

HONORS, AWARDS AND CERTIFICATIONS

EXPERIENCE

Pring Turner Capital Group, Walnut Creek California                          January 2009 – Present

Associate

  • Collaborate with principals concerning future market expectations and assist in drafting quarterly client newsletters.
  • Construct financial models to back test trading strategies and explain the 10-year performance history to clients and address additional personal questions.
  • Prepare the firm’s performance history including Beta, Volatility and Sharpe Ratio calculations to improve portfolio management operations.

XENOPORT INC., Santa Clara, California                                     June 2008 to September 2008

Corporate Finance Intern

  • Performed relative valuation on hundreds of firms within the Biotechnology industry to identify similar companies to compare Accounting and Business Development Standards.
  • Presented group recommendation for potential partnerships and/or takeovers of 25 similar Biotechnology firms to the Vice President of Finance.
  • Conducted independent analysis of 3-year historical supply distribution costs and generated new financial models to estimate future expenses.

SANTA CLARA LEAVEY SCHOOL OF BUSINESS, Santa Clara, Ca        May 2007 to Dec. 2008

Executive MBA Student Assistant

  • Worked directly with the staff, executives, and tenured business professors to fulfill service requested, and developed professional rapport.
  • Fulfilled faculty and executive requests while operating the information desk in the Graduate Business Office.
  • Assisted the Special Programs Coordinator with the scheduling and execution of various Executive MBA orientations and events.

COMPUTER SKILLS

  • Microsoft Office (Word, Excel, PowerPoint, Outlook), Microsoft Access 2002, Vertical Response, Oracle, Dreamweaver, Compustat, IBES

ACTIVITIES

  • Member of SCU Center for Innovation and Entrepreneurship, California Phi Fraternity Rush Chair (Former SAE Chapter), Avid Intramural Sports participant
  • Interests: Golf, Basketball, Board Games, Outdoor Activities and Fantasy Sports
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