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Tyler Markheim                                                                        smarkheim@gmail.com

               11451 Oakhurst Lane ∙ Woodbridge, VA 22192 ∙ (571) 435-4098
                                        FINANCIAL ANALYST

         OBJECTIVE                                      EMPLOYMENT HISTORY
      A position where 2 years of       Research Assistant                                            08/2009-
    successful financial training and   Current Virginia Commonwealth University                  Richmond,
      experience will enhance the       Virginia
      company’s productivity and                 Assisted the research of a mentor with 20 years experience on
               reputation                      Wallstreet
                                                 Developed valuation models with macros and pivot tables in Excel
        EDUCATION                                Improved VCU’s financial position by accumulating over $10,000,
                                               after securing a $100,000 endowment from the VCU Board of
M.S., Finance, (December                       Trustees and creating an investment portfolio
2010)                                            Consistently outperformed the S&P 500 by over 450 bps
   GPA: 3.60
Virginia Commonwealth                   Research Analyst Intern
University                              05/2008-08/2008
B.B.A., Finance, May 2009               Cassaday & Company, Inc.                                     McLean,
   GPA: 3.45                            Virginia
B.B.A., Management , May                   Designed hypothetical portfolios with Morningstar® Workstation
2009                                       Efficiently reconstructed jumbled client data using pivot tables in Excel
   GPA: 3.33                               Presented information to all levels of the organization
Radford University
                                        Digital Imaging Technology Analyst
Relevant Courses                        06/2007-09/2007
    Portfolio Management               Department of Defense                                  Fort Belvoir,
                                        Virginia
    Investment Analysis                   Implemented, tested, and fielded an extensive library of storage using
                                            Microsoft Excel
    Financial Statement Analysis
                                           Mastered Adobe Photoshop and developed an integrated system to
    Risk Management                        catalogue and provide networking accessibility
                                           Digitized mapping data using a complex wide format scanner
    Budgeting & Forecasting
    Econometrics
                                                        SKILLS/CERTIFICATIONS
    Financial Modeling                    Linking Excel spreadsheets into workable valuation models
                                           Analyzing and Interpreting Financial Statements
      ACADEMIC
    ACHIEVEMENTS                           Pro Forma Forecasting

    Magna Cum Laude                       Binomial Lattice Estimation - Term Structure of Interest Rates
    Top 10% College of
     Business                              Pricing of Insurance Products and Annuities
    Dean’s List - 2006-2010               Monte Carlo Simulation
    Founder & President, SMIP
    Senior Analyst, SMIPO                 Optimal Portfolio Construction
    Vice President, FMA
    Distinguished Member, Sigma           Sell-Side Research Reports

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Financial Analyst

  • 1. Tyler Markheim smarkheim@gmail.com 11451 Oakhurst Lane ∙ Woodbridge, VA 22192 ∙ (571) 435-4098 FINANCIAL ANALYST OBJECTIVE EMPLOYMENT HISTORY A position where 2 years of Research Assistant 08/2009- successful financial training and Current Virginia Commonwealth University Richmond, experience will enhance the Virginia company’s productivity and  Assisted the research of a mentor with 20 years experience on reputation Wallstreet  Developed valuation models with macros and pivot tables in Excel EDUCATION  Improved VCU’s financial position by accumulating over $10,000, after securing a $100,000 endowment from the VCU Board of M.S., Finance, (December Trustees and creating an investment portfolio 2010)  Consistently outperformed the S&P 500 by over 450 bps GPA: 3.60 Virginia Commonwealth Research Analyst Intern University 05/2008-08/2008 B.B.A., Finance, May 2009 Cassaday & Company, Inc. McLean, GPA: 3.45 Virginia B.B.A., Management , May  Designed hypothetical portfolios with Morningstar® Workstation 2009  Efficiently reconstructed jumbled client data using pivot tables in Excel GPA: 3.33  Presented information to all levels of the organization Radford University Digital Imaging Technology Analyst Relevant Courses 06/2007-09/2007  Portfolio Management Department of Defense Fort Belvoir, Virginia  Investment Analysis  Implemented, tested, and fielded an extensive library of storage using Microsoft Excel  Financial Statement Analysis  Mastered Adobe Photoshop and developed an integrated system to  Risk Management catalogue and provide networking accessibility  Digitized mapping data using a complex wide format scanner  Budgeting & Forecasting  Econometrics SKILLS/CERTIFICATIONS  Financial Modeling  Linking Excel spreadsheets into workable valuation models  Analyzing and Interpreting Financial Statements ACADEMIC ACHIEVEMENTS  Pro Forma Forecasting  Magna Cum Laude  Binomial Lattice Estimation - Term Structure of Interest Rates  Top 10% College of Business  Pricing of Insurance Products and Annuities  Dean’s List - 2006-2010  Monte Carlo Simulation  Founder & President, SMIP  Senior Analyst, SMIPO  Optimal Portfolio Construction  Vice President, FMA  Distinguished Member, Sigma  Sell-Side Research Reports