Ian A.

Duncan
670 Pine St. Batavia, IL 60510 (630) 689-6043 ian.duncan@student.shu.edu EDUCATION Seton Hall University South Orange, NJ Bachelor of Science in Business Administration (Finance and Accounting) Expected May 2013 GPA: 3.813 / 4.0; ACT: 29 Honors: o Recipient, Deans List, 2010-2011 o Member, Alpha Kappa Psi Honor Society o Recipient, Finance Sophomore Achievement Certificate, 2010 o Recipient, Stillman Finance Scholar, 2010 Relevant Coursework: o Investment & Securities, Financial Accounting, Investment Analysis, Risk Management, Money & Capital Markets, Business Information Systems, Business Law, Economics WORK & LEADERSHIP EXPERIENCE SLS Advisors and Capital Management Intern

Westfield, NJ 2010 2011

Effectively performed financial research on individual stocks and funds, calculated liquidity, solvency, and profitability ratios, and consulted with financial officers as necessary Selected Project Experience: o Mutual fund annual return analysis Led team to compile and analyze lifetime return of several mutual funds using private databases, resulting in presentation to financial officers the tendencies of funds to produce strong initial return ( 5% ) on investments which significantly diminishes (3%) as managed funds increase o Successfully applied risk measures to client positions in oil exploration and production industry Analyzed positions in Dril-Quip, Cameron International, Core Laboratories, Offshore Energy, and FMC Technologies utilizing Barra Risk Factor Analysis as well as the five principle risk measures (Alpha, Beta, R-Squared, Standard Deviation, and Sharpe Ratio)

Benchmark Bank Intern, Presidential Suite

Handled servicing of depositors with accounts in excess of $50,000 Maintained book keeping, customer care relations, and verification of checks Developed strategy for marketing to new prospective clients resulting in 9 new accounts

Aurora, IL 2009-2010

SKILLS, ACTIVITIES & INTERESTS Investment Club President, Founder

Seton Hall University 2010-2011

Founded investment club in 2010 and developed consistent research methodology Started Theta Omega Project aggressive oil and corn commodity ETF trading strategy Managed real investment portfolio using TD Ameritrade Think or Swim Trading Platform Traded options and equities in oil service industry resulting in 33% return-on-investment in 2010 Excellent verbal and written communication skills; ability to write clear and effective prose Ability to adapt and thrive in fast-paced environment; innovative problem solver Extensive knowledge of stocks and financials, managing investment portfolio since 2008 Proficiency in technical skills, online research, financial modeling, excel, and data interpretation Understanding of current political and economic events effect on investments and portfolios

Skills