Luke McCoy

Luke McCoy

Customer Care Unit, Accounting & Compliance Intern

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location of Luke McCoyLondon, England, United Kingdom

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  • Timeline

  • About me

    Associate Director at Optima Partners Compliance Advisory

  • Education

    • Lancaster Central High School

      2011 - 2015
      High School 3.75

      Activities and Societies: National Academy Foundation (NAF); Academy of Finance (AOF); National Honor Society (NHS); German National Honor Society (GHS); Mathematics National Honor Society (MHS); English Honor Society (EHS)

    • Loyola University Chicago

      2019 - 2020
      Master of Science - MS Finance, Corporate Finance Track 3.59 Cumulative, Cum Laude

      Activities and Societies: Rambler Investment Fund This Master of Science in Finance program provides specialized knowledge of financial securities, financial markets, risk metrics, investment criteria, capital budgeting techniques and hedging strategies. Also, gain general modeling and analytical skills, including the ability to write computer programs, work with databases, simulate outcomes, perform regression analysis, and solve constrained optimization problems.One of the few MSF programs—either in Chicago or around the world—that… Show more This Master of Science in Finance program provides specialized knowledge of financial securities, financial markets, risk metrics, investment criteria, capital budgeting techniques and hedging strategies. Also, gain general modeling and analytical skills, including the ability to write computer programs, work with databases, simulate outcomes, perform regression analysis, and solve constrained optimization problems.One of the few MSF programs—either in Chicago or around the world—that has forged partnerships with three of the leading financial professional organizations: CFA, CAIA, and GARP. The MSF has been granted a STEM designation because of its emphasis on teaching students how to solve complex finance problems with a suite of quantitative and technological tools, including a requirement that all MSF students learn coding. Show less

    • Canisius College

      2015 - 2019
      Bachelor of Science - BS Finance & Economics Dual Major 3.87 Cumulative; Summa Cum Laude

      Activities and Societies: Golden Griffin Fund - Student Financial Analyst, Beta Gamma Sigma, Alpha Sigma Nu - Treasurer, DiGamma Honor Society - Vice-Student Master, Undergraduate Student Association - Senator, Finance Board - Portfolio Manager, Canisius College American Marketing Association - Chair of Fundraising The Canisius BS in Finance was the only Western New York and only one of four programs in NYS to be ranked in the US News & World Report’s list of Best Undergraduate Programs for 2019. The peer ranking placed Canisius in the top 5% of all institutions to be ranked nationally (out of 418 colleges and universities). The Golden Griffin Fund is an investment management course for both undergraduate seniors and MBA Finance majors at Canisius.

    • Catholic University of Eichstätt-Ingolstadt

      2016 - 2016
      German Language and Literature 1,0

      The Catholic University of Eichstätt-Ingolstadt is the first and only Catholic University in the German-speaking world. Located in the heart of Bavaria, it combines the advantages of being a small university with and international and interdisciplinary perspective. This summer exchange consisted of over 57 hours of German linguistics and 29 hours of German culture courses.

    • University of Antwerp

      2018 - 2018
      Study Abroad Economics and Finance

      Activities and Societies: Erasmus Student Network, ESN Men’s Volleyball Team Ranked 14th in the QS University Ranking Top 50 under 50. The University of Antwerp has about 20,000 students, which makes it the third largest university in Flanders. Up to 16% of the students are international students. While studying there I was enrolled in Competitive Strategy, Interpersonal Communication and Mastery Banking courses. Therefore, furthering my education in Finance and Economics as well as in cultural differences and communication.

  • Experience

    • LoVullo Associates, Inc.

      Feb 2014 - Mar 2016
      Customer Care Unit, Accounting & Compliance Intern
    • Canisius College

      Oct 2015 - Dec 2017
      Academic Affairs Student Assistant

      • Maintain communication with faculty about needed and updated information• Creation and maintenance of yearly course catalog in spreadsheet format• Administrative duties such as answering the phone and taking messages• Supervision of office when necessary

    • Superior Payment Plan LLC

      May 2016 - Jul 2016
      Finance Intern
    • Trubee, Collins & Co., Inc.

      May 2017 - Jul 2017
      Finance and Economics Intern
    • Golden Griffin Fund

      May 2018 - May 2019
      Equity Analyst

      • Monitor macro-economic, and industry trends while completing analysis on our assigned securities the GGF portfolio through the use of Bloomberg, S&P Capital IQ, and Morningstar• Complete screens, valuations and analysis on three initial target companies that we would like to potentially pitch as a BUY to be added into the current portfolio• Use DCF through a 10-year FCFF, DDM and Monte Carlo to get a valuation on our target company and better assess the intrinsic value relative to our industry and macro-economic assumptions such as ROIC v. WACC, commodities price changes and student loan debt Show less

    • Paramax Corporation

      Jul 2018 - May 2019
      Marketing and Corporate Development Intern

      • Research and develop contact lists for mass marketing email releases of recent M&A transactions completed as well as for buyers list for current and potential future clients, with a recent increase in response rates• Create presentations on valuation for CPE, Vistage and other M&A conferences• Collaborate with outside marketing team on future plans for re-imaging the company’s website, and marketing materials• Work with Senior Associates and Vice Presidents to complete market research and create pitchbooks for current and potential clients Show less

    • National Futures Association

      Aug 2019 - Jan 2020
      Market Regulation Intern

      • Developed and maintained of financial regulatory systems to ensure Members prevented fraudulent trading activity; with a focus on Commodities, Currencies, Weather and VIX trading activity.• Facilitated monthly audits on 2 out of 20+ randomly chosen trading firms in Commodities, and established a monthly report to track the newly developed Weather exchange and contracts. • Built relevant technical and business documentation through data analysis and the use of Tabealu, MS Office and other tools, that support system creation and enhancements. Show less

    • Citadel

      Jan 2020 - Aug 2020
      Global Treasury Operations Analyst Intern

      • Supervise US Repo Margin in order to mitigate risks associated with exposure on the 30+ counterparty executing accounts, which can range between $2M - $200M per account. • Streamline procedures in order to put updated controls in place and standardize the daily tasks across all the divisions of our team.• Implemented pair off procedures with counterparts earlier in daily tasks in order cut costs for the firm.• Piloted the transition and training of 3 high risk/cost tasks to teams located globally within the firm. Show less

    • Titan Regulation & Advisory

      Sept 2020 - Oct 2021
      Associate
    • Titan Regulation & Advisory, a Waystone Group Company

      Oct 2021 - Feb 2022
      Senior Associate
    • Waystone Compliance Solutions

      Jan 2022 - Feb 2022
      Senior Associate
    • Optima Partners

      Mar 2022 - now
      • Associate Director

        May 2024 - now
      • Associate Director

        Apr 2023 - May 2024
      • Senior Associate

        Mar 2022 - Apr 2023
  • Licenses & Certifications

    • Adult CPR & AED

      Emergency Care & Safety Institute
      Oct 2015
    • Bloomberg Microsoft Excel

      Bloomberg
      Nov 2018
    • MorningStar Direct

      Morningstar
      Mar 2019
    • Microsoft Office: Excel, Powerpoint, & Word

      Certiport - A Pearson VUE Business
      May 2013
    • Bloomberg BMC

      Bloomberg LP
      Oct 2018
  • Honors & Awards

    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business May 2019 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Spring 2019 academic semester
    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business Dec 2018 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Fall 2018 academic semester
    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business May 2018 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Spring 2018 academic semester
    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business Dec 2017 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Fall 2017 academic semester
    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business May 2017 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Spring 2017 academic semester
    • Awarded to Luke McCoy
      Dean's List Richard J. Wehle School of Business Dec 2016 Awarded for earning a G.P.A. of 3.6 or higher out of 4.0 for the Fall 2016 academic semester
    • Awarded to Luke McCoy
      Dean's Distinction Richard J. Wehle School of Business May 2016 Awarded for earning a G.P.A of 4.0 out of 4.0 for the Spring 2016 academic semester.
    • Awarded to Luke McCoy
      Dean's Distinction Richard J. Wehle School of Business Dec 2015 Awarded for earning a G.P.A of 4.0 out of 4.0 for the Fall 2015 academic semester.
  • Volunteer Experience

    • Baby and Children's Ministry Volunteer

      Issued by Harvest House of South Buffalo on Aug 2016
      Harvest House of South BuffaloAssociated with Luke McCoy
    • Volunteer

      Issued by St. Luke's Mission of Mercy on Sept 2013
      St. Luke's Mission of MercyAssociated with Luke McCoy
    • Volunteer

      Issued by Habitat for Humanity- Buffalo on Sept 2013
      Habitat for Humanity- BuffaloAssociated with Luke McCoy