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Francisco Caldas

Francisco Caldas

Operations Intern

Followers of Francisco Caldas136 followers
location of Francisco CaldasNew York City Metropolitan Area

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  • Timeline

  • About me

    Finance Graduate

  • Education

    • New York Institute of Technology

      2016 - 2020
      Bachelor of Business Administration (B.B.A.) Finance

      Activities and Societies: Tennis, Finance Club Learning to understand and apply financial concepts, analyze financial data from multiple sources, and evaluate investment strategies

  • Experience

    • BTOP

      May 2016 - Sept 2016
      Operations Intern

      • Scheduled appointments of customers with board members, which made me the main medium of communication • Managed Excel sheets and portfolios of customer’s data, improving my ability to create effective spread sheets• Maintained balance between the safe and the computer database and handled bank deposits and money pickup• Benefited from meetings with advisors and their customers, providing an insight into different investment options.

    • Broadridge

      Jan 2019 - May 2019
      Project Intern

      • Analyzed financial ratios and data from firms to potentially be acquired by Broadridge• Reported and advised directly to the VP of Operations• Worked in a team developing an acquisition plan for a data management firm• Presented the plan to a board of directors

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg

  • Volunteer Experience

    • Food Bank volunteer, Habitat for Humanity volunteer

      Issued by CLIB - Colégio Luso-Internacional de Braga/The Braga International School on Jan 2011
      CLIB - Colégio Luso-Internacional de Braga/The Braga International SchoolAssociated with Francisco Caldas