Joe Chase

Current

Intern at NUA Advisors LLC

Past

Office Manager at The Boston Society
Intern at Acronis

Education

Suffolk University - Sawyer School of Management
Proctor Academy

Recommended

1 person has recommended Joe

Connections

85 connections

Industry

Investment Management

Websites

My Website

Joe Chase’s Summary

Finance major at Suffolk University with 3.96 GPA, graduating in December 2009. Searching for entry level finance opportunities starting January 2010.

Joe Chase’s Experience

Intern

NUA Advisors LLC

(Investment Management industry)

June 2008 — Present (1 year 7 months)

Worked with financial advisor to reduce portfolio risk through hedging
Programmed backtesting tool in order to test various portfolio strategies
Wrote report on business cycle effect on correlation of assets
Produced indices on Bloomberg to test effectiveness of global diversification versus regional ETFs
Researched and recommended specific covered call option trades
Office Manager

The Boston Society

(Non-Profit; Non-Profit Organization Management industry)

January 2009 — May 2009 (5 months)

Worked with President of the non-profit to organize pharmaceutical conferences
Managed small office and kept company books using QuickBofoks
Answered vendor, and customer questions via phone and e-mail
Built and updated marketing materials, including company website, using Adobe CS3
Intern

Acronis

(Privately Held; Computer Software industry)

July 2007 — January 2009 (1 year 7 months)

Assisted Director of Marketing in managing webinar program
Reported to VP of Sales for project to link over 2,600 accounts in salesforce.com database
Researched competitors’ financial statements to help value the company
Worked with VP of Alliances as part of a process to grow channel sales from 55% to 80%

Joe Chase’s Education

Suffolk University - Sawyer School of Management

Finance 2009

FMA National Honors Society
Sawyer Business Investment Group
Proctor Academy

2005

Studied aboard 125' schooner Westward as part of the Ocean Classroom program
Studied in Aix-en-Provence, France studying French language, history, art, and literature