Nicholas Speltz Email & Phone Number

Bloomington, Minnesota, Us

• Co-manage a $2.0 million investment portfolio with 15 other student participants• Analyze existing and potential investment ideas using fundamental, quantitative, and technical analysis• Monitor holdings in the Consumer Discretionary sector of the S&P 500 and present position on a weekly basis• Utilize FactSet and Bloomberg to construct equity reports, weekly updates, and earnings reports for companies under coverage (AMZN, MCD, RCL, BKNG, ULTA, ROST)• Present formal recommendations to the Program’s Investment Oversight Committee consisting of several highly experienced financial professionals

St Paul, Mn, Us

• Created and designed a process and reporting model for conducting bank fee analysis. The model utilizes Microsoft Excel and Power B.I. to produce dynamically driven tables and visualizations to illustrate historical trends and a bench marked analysis across service categories, line items, and different banks. • Worked closely with the bank relationship manager to compare services across different international banks seeking price concessions for overcharged service categories by benchmarking against domestic banks. • Presented final presentation to board of finance managers and CFO that highlighted the functions and best practices of the bank fee analysis tool. Addressed questions about tool’s implementation as well as how it can be applied to areas outside of banking.• Participated in a three day “Hackathon” with other finance interns that aimed to develop an analysis tool for the Business Accounting group. The tool utilizes Power B.I. to produce a dynamic report that illustrates trends within the Income statement.