Corporate Banking Analyst
July 2015 to Present
Greater Boston Area
Center for Advanced Financial Education (CAFE)
Student Fund Manager
August 2014 to December 2014
Public Financial Management (PFM) Inc.
June 2013 to August 2014
Miller, Allen & Associates of Ameriprise Financial Services, Inc.
June 2013 to September 2013
November 2009 to January 2013
What company does Cooper D. Foster work for?
Cooper D. Foster works for HSBC
What is Cooper D. Foster's role at HSBC?
Cooper D. Foster is Corporate Banking Analyst
What industry does Cooper D. Foster work in?
Cooper D. Foster works in the Banking industry.
I graduated from Roger Williams University in May 2015 with a Bachelor of Science in Finance. In July, I began training for a role as a Corporate Banking / Credit Analyst at the Commercial Banking division of HSBC Bank USA. I finished training in September and have since been supporting relationship managers to service domestic and international, large corporate customers in the New England area.Corporate Banking Analyst @ From July 2015 to Present (6 months) Greater Boston AreaStudent Fund Manager @ • Managed two real dollar portfolios, including a $95,000 growth fund and a $130,000 value fund, with a team of 9 other, competitively selected student fund managers (SFMs). • Dedicated 30-40 hours per week to ongoing management duties such as evaluating market trends then formulating investment strategies and trade ideas through collaborative deliberation and due diligence. • Solved complex, broad based problems, such as identifying investment opportunities through a top-down analysis. • Competed against undergraduate and graduate student investment management funds (SIMFs) across the nation for the highest risk-adjusted returns benchmarked against the S&P 500 and DJIA. From August 2014 to December 2014 (5 months) Intern @ Public Financial Management (PFM) Inc., a member company of PFM Group, is the nation's leading independent municipal financial advisory firm. Services include financial advisory as well as management and consulting for state and local governments and non-profit organizations. • Assisted in the editing and compilation of RFPs and marketing materials, which helped to gain new business with state and local governments and non-profit organizations. • Supported various loan and bond issuances by researching economic/capital markets conditions; client credit profiles & capital structures; regulatory issues; and the credit rating methodologies of Moody’s, S&P, and Fitch. • Confirmed refinancing opportunities by drafting debt service schedules to reflect the current rate environment, which in turn generated long-term interest savings for clients. From June 2013 to August 2014 (1 year 3 months) Summer Intern @ • Prepared client-specific reports illustrating holding period returns, target asset allocations/risk tolerance, and progress in satisfying financial objectives for use during client service meetings. • Identified various underperforming equity and fixed income mutual funds in client accounts using Morningstar and suggested outperforming peer funds to improve performance. From June 2013 to September 2013 (4 months) Front-End Associate @ From November 2009 to January 2013 (3 years 3 months) (AACSB Accredited), Bachelor of Science (B.S.), Finance, Senior (3.8 GPA) @ Roger Williams University Mario J. Gabelli School of Business From 2011 to 2015 Cooper D. Foster is skilled in: Portfolio Management, Equity Research, Credit Analysis, Fundamental Analysis, Leadership, Mutual Funds, ETFs, Microsoft Office, Bloomberg Terminal, Problem Solving, Customer Service, Financial Statement Analysis, Behavioral Finance, Technical Analysis, Teamwork
Introversion (I), Intuition (N), Thinking (T), Judging (J)
1 year(s), 1 month(s)
There's 85% chance that Cooper D. Foster is seeking for new opportunities
Issued by Beta Gamma Sigma (BGS) · May 2014
Issued by Roger Williams University Gabelli School of Business · -
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