Robert Margolies is a student at Quinnipiac University studying finance. He has internship experience at several investment firms including UBS O'Connor, Centerbridge Partners, and Stelliam Investment Management. In these roles, he conducted financial research and analysis, built models, summarized results, and assisted portfolio managers. He is proficient in Excel and has participated in investment seminars through the Quinnipiac Investment Club.

1. Robert Margolies
Robert.Margolies@quinnipiac.edu
EDUCATION
Quinnipiac University, School of Business, Hamden, CT Expected May 2017
Major in Finance
Relevant Courses: Finance, Financial Modeling, Managerial Accounting, Financial Accounting, Investment
Analysis, Financial Statement Analysis, Applied Statistical Methods, Portfolio Theory and Practices, Mergers and
Acquisitions, Trading Strategies and Practices
EXPERIENCE
UBS O’Connor, New York, NY, Intern July-August 2016
 Researched a company, built a full working model, and pitched the stock to portfolio managers
 Rotated through equites, credit, converts, and trading, building excel models for each area
 Leveraged O’Connor’s sell side relationships to research companies
Centerbridge Partners, NewYork, NY, Intern January 2016
 Researched and summarized results of competitors of Centerbridge Funds
 Rotated with traders and investment team to learn their functions and review investments
 Tested databases used by investor relations team and wrote reviews of them
StelliamInvestment Management, New York, NY, Intern May-August 2015
 Assisted analysts by researching information and forwarding or summarizing it in Word or Excel
 Sent out daily reports to the portfolio manager, analysts, and traders on news relating to the portfolio,
including daily DRAM/NAND prices and weather/hurricane updates that could affect energy prices
 Met with companies’ top managements and questioned them about their companies
 Attended several industry conferences, company meetings, and sell side presentations
 Created daily spreadsheet to monitor arbitrage spreads of mergers and acquisitions
 Presented two companies to portfolio manager/analysts including models and recommendations
Shoprite Wine and Spirits, Westfield, NJ, Stock Room Personnel/Cashier May-August 2014
StelliamInvestment Management, New York, NY, Intern December 2013-Janurary 2014
 Shadowed traders to learn daily functions
 Reviewed companies’ financials and met with their top managements
 Sent morning emails to research team and helped analyst with projects
QUINNIPIAC ACTIVITIES
Investment Club, Member Fall 2013-Present
 Attend Quinnipiac G.A.M.E (Global Asset Management Education) forum
 Participated in 2014 Wall Street Prep M&A and LBO seminar
Club Lacrosse, Defense/LSM Spring 2014, 2015
 Weekly practices and weekend games/tournaments
SKILLS
Computer: Bloomberg, Microsoft Excel, Microsoft Word, Power Point
INTERESTS
Investing, Pickup Sports Games, Skiing, Fishing, Watching Sports