Adam Camacho, Cfa Email & Phone Number

Jersey City, New Jersey

• Record training sessions for employees to review topics in Excel
• Train employees on how to best utilize Excel in their daily work

• Increase productivity by creating Excel spreadsheet templates with macros to report metrics quicker
• Create reports to balance and price Alternative Investments
• Report weekly metrics, as well as ad-hoc reports as necessary, to management

• Analyze operational, financial and legal risk and impact of merging and spinning off business units
• Implement controls to monitor client satisfaction with services and recommend improvements
• Audit databases daily to ensure integrity of the data and reports

• Organized events with volunteer coordinators and the philanthropy committee
• Promoted volunteer events to increase community involvement of employees

Baruch College

• Allocated over $300,000 to 129 clubs at Baruch College
• Analyzed financial statements for over 150 clubs and organizations
• Lead and trained a team of over 30 Analysts to analyze and allocate budgets and increase communication with clubs

• Lead a 20 person committee to plan and execute over 25 volunteer events for the Fall 2010 semester
• Act as liaison to local not-for-profits to schedule student volunteer events
• Maintain contact with volunteer coordinators, executive board, and volunteers to ensure success of all scheduled events
• Track event attendance and report activities to executive board and recommend improvements

• Ranked top 10% in RIT Equity Trading Simulation. Projected correct share price and traded as a market maker to take advantage of the bid-ask spread as well as taking a long position.
• Constructed Equity Research report on Nike Inc.; Modeled share price using DCF, LBO, and comparable company analysis as well as evaluating key strengths and risks. Recommended to buy
• Created a comprehensive company profile for a major pharmaceutical company; examined major developments and 10Q reports for management discussion, company data and financial statement analysis
• Develop leadership and analytical skills through homework assignments, participation in career workshops, and DCF, LBO, and financial modeling by Training The Street.

• Contact prospective clients to set up informational meetings
• Seek out individuals interested insurance and/or investment advisory
• Collaborate with Advisor to maximize client interaction

• Baruch's Flagship Investment Management Fund
• Completing Equity Research Reports and Comprehensive Valuations in Pitching Stocks for Portfolio
• Leading Group of Analysts to Conduct Research and Compile Reports and Financial Models
• Teaching and supporting analysts to increase their knowledge of the financial markets and technical skills

• Investigated root cause of sales dilution, estimated financial impact, reported findings to management, and implemented changes to reduce sales dilution by more than 10%
• Created Excel models to evaluate monthly sales royalties to licensors and updated model to reflect changes in contract terms
• Prepared bank reconciliation for three subsidiaries to ensure accuracy of financial statements

• Created Excel model to evaluate quarterly merchandising expenses and notified management of excessive spending
• Researched the impact of direct and drop shipping methods on the financial statements and reported findings to management
• Recommended and implemented a new process to verify whether accounts payable were paid

• Mentored 40 students at a NYC Public School in a low income neighborhood to help students succeed in high school with aspirations to go to college

Education record

Passed Level III of the CFA Program

Finance And Investments, Mathematics

Activities and Societies: Investment Management Group, Sigma Alpha Delta Honor Society, Golden Key International Honor Society, ALPFA

High School Degree