Summary
Overview
Work History
Education
Timeline
Generic

Vincent Mooney

Dunedin

Summary

As a highly motivated Master of Finance student, and CFA Level 2 candidate, I am a driven individual seeking to leverage my experience and knowledge to pursue a challenging career in the finance industry. With a proven track record of academic and professional success, I feel that I possess the analytical and strategic mindset necessary to excel in this field. I take great pride in my work and view myself as a diligent and conscientious individual, someone who is committed to utilizing their ability to add value to a business, and perpetuate a company's ethos through their work.

Overview

5
5
years of professional experience

Work History

Investment Banking Analyst

Campbell MacPherson
02.2024 - Current
  • Assisted report writing by providing comprehensive financial analysis for the evaluation of historical financial reports.
  • Developed strong relationships with clients, gaining their trust and ensuring ongoing business partnerships.
  • Managed multiple projects simultaneously under tight deadlines while maintaining high-quality output levels in deliverables.
  • Helped in writing concise and comprehensive valuation reports and information memoranda for clients of the firm
  • Interacted with clients, asking insightful questions to better understand the project at hand.

Actuarial Services Consulting Intern

Ernst & Young
11.2022 - 02.2023
  • Assisted in the development and implementation of actuarial models for clients in the insurance industry
  • Assisted in the review and evaluation of insurance models within the reinsurance and digital underwriting spaces
  • Assisted in the preparation of client presentations and reports
  • Collaborated with a team of actuarial professionals on various client engagements
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Warehousing Assistant

Scapegrace Gin Co.
11.2019 - 02.2022
  • Worked with management to provide effective assistance for business operations.
  • Processed requests, orders & ensured product was distributed on time.
  • Monitored and ordered supplies and materials to keep office well stocked.

Online Assistant

Trelise Cooper
05.2019 - Current
  • Summer work - miscellaneous assistance around the office in the online department
  • Packing online orders, filing returns etc...

Education

CFA Level 2 Candidate -

CFA
CFA Institute
2024

Passed CFA Level 1 -

CFA
CFA Institute
2023

Master of Finance (MFinc) -

University of Otago
Dunedin
11.2023

Bachelor of Commerce (BCom) - Finance & Economics -

University of Otago
Dunedin
11.2022

Timeline

Investment Banking Analyst

Campbell MacPherson
02.2024 - Current

Actuarial Services Consulting Intern

Ernst & Young
11.2022 - 02.2023

Warehousing Assistant

Scapegrace Gin Co.
11.2019 - 02.2022

Online Assistant

Trelise Cooper
05.2019 - Current

CFA Level 2 Candidate -

CFA

Passed CFA Level 1 -

CFA

Master of Finance (MFinc) -

University of Otago

Bachelor of Commerce (BCom) - Finance & Economics -

University of Otago
Vincent Mooney