

Maya P.
Alvarez
Active Member
MBA
2nd Year
In May 2000, Ms. Alvarez graduated from Wellesley College with a
Bachelor of Arts degree in History and Economics. She first
became interested in finance during her summer college
internships. At the First Chicago NBD Corporation (now JP
Morgan Chase), she worked with the Non-Earning Assets Team
(NEAT), which provides leadership in the campaign for internal
cash management. Several of her duties consisted of researching
potential non-earning assets reduction projects throughout the
bank, gathering and analyzing data for continuing NEAT projects,
and interacting with various parts of management.
Ms. Alvarez applied the skills gained from previous internships
while working as an intern at Salomon Smith Barney. It was at
this job that she realized her passion for investments. This
was a most scintillating experience, because she looked forward
to going to that job everyday and monitoring the stock market.
She gained efficient research skills, since one of her
responsibilities consisted of investigating investments and
updating client portfolios.
Her two year tenure
in the Municipal Finance division of Standard & Poor’s was the
most challenging experience since graduating from Wellesley.
The position she held required using her analytical, research,
and organizational skills. As the months went by, she was given
increasingly more responsibility. She managed several big
projects and was in charge of assigning ratings to 90% of the
Tender Option Bond (TOB) programs. Several of the other
projects she worked on included analyzing the effects of bank
rating changes on structured bond issues, and compiling data and
preparing rating presentations for ratings committees. She
developed a keen understanding of a rating process during her
time at Standard & Poor’s. These, and other projects, required
close attention to detail and familiarity with financial
statements, spreadsheets and legal documents.
Although she enjoyed working in Municipal Finance and gained
important skills, Maya is eager to work in Equity Research.
After earning an MBA, she would like to obtain a position as an
Equity Research Analyst, because she would enjoy researching
companies, analyzing their financial data and writing stock
reports. Also, she plans to begin preparing for the CFA Level I
exam this year.
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Acquired Full Time Positions & Internships plus Degrees
& Certifications |
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Smith Barney – A Division
of Citigroup Global Markets Inc.,
Chicago, Illinois (1/06-8/06)
Retail Brokerage
Division: Associate
Facilitated Financial
Advisors in reviewing client accounts through the
utilization of internal resources such as research and
sales/marketing. Prepared performance measurement for
clients, which involved computing account performance
and generating quarterly investment performance
monitors.
Standard & Poor’s,
Chicago, Illinois
(9/03-11/05)
U.S. Public Finance
Ratings, Housing and Structured Group: Research
Analyst
Collaborated with
colleagues to analyze the impact of bank rating changes
on dependently-rated structured bond issues. Requested
financial statements from issuers and trustees regarding
bonds issued by state housing agencies; analyzed data
and prepared rating presentations for analysts to
present at ratings committees. Updated expiration dates
of letters of credit and liquidity facilities supporting
structured debt obligations. Reviewed bank and bond
documents relating to tender option bonds issued and
assigned ratings. Published rationales summarizing
rating actions. Maintained several databases for
primary and secondary market bond issues.
Scudder Kemper
Investments,
Chicago, Illinois (7/00-1/01)
Shareholder Services
Department: Investment Representative
Processed transactions on
multiple accounts for shareholders. Developed an
understanding of various product lines and investment
styles. Acquired a working knowledge of numerous
systems. Received accolades for work performance.
Salomon Smith Barney,
Chicago,
Illinois (6/99-8/99)
Retail Brokerage
Division: Summer Internship
Updated and analyzed
client portfolios. Researched equities and mutual funds
from multiple sources such as the Bloomberg machine.
First Chicago NBD
Corporation,
Chicago, Illinois (6/98-8/98)
Non-Earning Assets Team:
Summer Internship
Analyzed and collected
financial reports to monitor non-earning assets
throughout the bank in areas such as Float, Due-From’s
and Reserves at the Fed. Constructed spreadsheets and
charts on Microsoft Excel and PowerPoint based on data
from reports. Requested data from various parts of
management.
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Activities |
Activities Completed |
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Detailed papers from informational interviews with
executives within your coverage area |
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Relevant finance assignments (valuation, modeling, etc.) |
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Trading simulations |
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Relevant books under our recommended list |
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Participation in tutoring sessions |
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Equity Research Reports |
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Case Competitions |
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Events & Seminars |
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Contact Information:
Maya P. Alvarez
Phone: 312-280-9968
E-mail:
paloma78@msn.com