Jacob Benson

3007 North Park Road, Spokane Valley WA, 99212

bens1105@vandals.uidaho.edu
208-964-5747
I am a graduate with a B.S. in Finance from the University of Idaho. My area of expertise is in investment analysis
because of my work as a Portfolio Analyst for the Barker Capital Management Group at the U of I. This was a student run
investment group which managed over $300,000. I worked for two years learning how to actively manage investments
and seek a benchmarked return. I am a self-starting, analytical competitive worker who looking to always learn.
Work Experience:

Door Man
Johns Alley Tavern
Moscow, Idaho
2014-2015
o Responsible for club security, and admittance.
o Responsible for ticket sales, and cash management exceeding $2000+ on hand.
o Customer service was a key part of this job, requiring face to face interaction with pleasant and angry customers.
o Overseeing bank deposits at the end of the night, which included cash accounting.
o Quick mental math skills were a must of this job.
Desk Clerk
University of Idaho
Moscow, Idaho
2012-2013
o Managing communications within a University Department which included answering and directing phone calls.
o Required to do document drafting (Spreadsheet, Microsoft Word, etc).
o Required to keep record of accounts in the form of monthly stipends issued to graduate students.
o Responsible for directing mailing services within a University Department.
o Filing various confidential documents, which featured sensitive data that required confidentiality.

Education:

B.S. of Finance
University of Idaho
3.0 GPA
2011-2015.
o 2013/14 Integrated Business Team of the Year, an annual scholarship awarded to seniors for best cross functional
team during junior year of the U of I Integrated Business Curriculum.
o Barker Capital Management Group: Energy Sector Portfolio Analyst,
2013-2015.
Weekly assigned reports on the composition of our energy holdings which detailed position analysis including
risk and return. These reports were presented in two weekly meetings to Portfolio Managers and the board.
Executing options trades in my personal accounts learning in depth derivatives trading using a brokerage
account. This position gave me control of a $15,000 account.

Qualifications:

Expert use of Microsoft Office Suite (Excel, Access, Word, PowerPoint, SharePoint)
Web design certified, and working knowledge of PHP, SQL, and VBA.
Advanced statistical and mathematical skills, with college level writing capabilities.
Knowledgeable in Managerial and Financial accounting (GAAP and IFRS), and strong knowledge of financial
statements and analysis.
Hands on experience in high level financial market trading including stocks, bonds, equities, futures, ETFs, &
derivatives. I am also certified for Bloomberg terminal use.
Adept at making forecasts, financial models, feasibility analyses, ad hoc analysis and general excel modeling.
Commended experience in cross functional team environments and leadership, (IBC team of the year).
I have academic experience in credit risk management and various other types of risk analysis.

References:

Greg Miller:
Anthony Dozier:

grmiller@amazon.com
anothony.dozier@milliman.com

Extracurricular:
NCAA Division I football
Volunteer football coach for Lake City High School, Coeur DAlene ID, 83814.