Nathan Rubin
17 W. 64th
St. Apt. 3F, New York, New York 10023 • • (646) 771-0396
Fordham ...
of 1

Nathan Rubin's Resume

Published on: Mar 3, 2016

Transcripts - Nathan Rubin's Resume

  • 1. Nathan Rubin 17 W. 64th St. Apt. 3F, New York, New York 10023 • • (646) 771-0396 Education: Fordham University, Gabelli School of Business, Bronx, NY Candidate for a Bachelor of Science in Applied Accounting & Finance May 2017 Minor: Economics Concentration: Value Investing GPA 3.6 Fordham University, London Center, London, UK Jan. 2015- May 2015 Studied international business and economies Experience: Bessemer Venture Partners, Larchmont, NY LP Accounting Intern June 2015- Dec. 2015 • Foot financial statements and create journal entries in the Investran accounting system • Reconcile and update monthly sweep accounts on Investran vs. the JP Morgan accounts • Analyze company investment profiles (grades, ranks, and financials) using company activity reports • Update public trading summary and current positions of the firm on Investran • Rolling over company financials on a monthly and quarterly basis to assure accuracy and timeliness • Create cash activity reconciliations from JP Morgan accounts vs. company records JA Forlines Global, New York, NY Intern June 2014-Aug. 2014 • Conducted research on mutual fund families using Bloomberg and Morningstar for competitive analysis • Updated portfolio statistics with Bloomberg data and a company created Macro in excel for investment analysis • Conducted price analysis for Best Execution against VWAP on a weekly basis for Board and compliance reporting • Researched and compared individual securities against a benchmark for portfolio construction American Independence Financial Services, New York, NY Intern June 2013-Jan. 2014 • Reconciled bank statements to QuickBooks on a monthly basis and recommended adjusting entries • Reconciled the expense reporting system using Concur on a weekly basis for all employees against QuickBooks • Verified performance data on a daily basis from Morningstar and compared to indexes and benchmarks • Updated the Company’s website in Wordpress for performance and fund statistical data Leadership Positions and Campus Activities: KPMG KICC Case Study Oct. 2015-Oct. 2015 Member of Empire Advisors • Analyzed a case about an appliance company’s JV with a company in Russia • Presented the solution created to a panel of KPMG employees PWC Tax Team Member of Team TaXaver Oct. 2014-Nov. 2014 • Researched how virtual currency is taxed throughout the world • Created a tax policy for a country that bitcoin is popular in • Presented to PWC associates the tax policy created Tutor Athletes on Campus Sept. 2014-Present • Tutor and assess the students and submit a summary report of progress Fordham’s Alternative Investment club Sept. 2014-Present • Club member who attends on a biweekly basis Fordham Finance Society Sept. 2013-Present • Club member who actively participates in stock market challenges Skills, Languages, and Interests: Working knowledge of Concur, Salesforce, Investran, Microsoft Excel, PowerPoint, Word, and Factset Bloomberg Terminals: Certified Spanish: Basic communication ability Interests: Competing in intramurals, watching comedy and action movies, and personal investment account

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