Hans Matta
Location
Edison, NJ
Education
R
Rutgers University-New Brunswick
September 2014 - May 2018
degree
Bachelor's
major
Finance
Work Experience
M
Merrill Lynch
Global Wealth & Investment Management Intern
May 2017 - present
company
Merrill Lynch
title
Global Wealth & Investment Management Intern
overview
• Prepare quarterly and monthly portfolio reviews for high-net worth clients, tracking asset allocation, investment performance and cash flows
• Collaborate with investment advisors to communicate investment objectives to clients, corresponding asset allocation, given current market conditions and clients’ risk tolerance
M
Metuchen Golf & Country Club
Outside Attendant/Caddy
February 2011 - June 2017
N
National Securities
Financial Services Intern
May 2016 - July 2016
N
North American Mercantile
Administrative Assistant
New Brunswick, NJ, United States
May 2015 - July 2015
Skills
Languages
EnglishHindiSpanish
Technical skills
AccessHTMLJavaScriptMicrosoft ExcelPowerPointQuickBooks
Skills
DCF Modeling
Leadership
Little Investment Bankers of Rutgers (LIBOR)
General Member
August 2015 - April 2016
Edison Township Youth Basketball
Coach
December 2016 - February 2017
MARK Leadership Conference
Logistics Captain
January 2016 - July 2016
Rutgers University Business for Youth
Peer Mentor
July 2014 - January 2015
Hobbies
Golf
Basketball
Billiards
Marketing
Psychology/Behavioral Economic
Fantasy Sports
Food & Travel