Noah Diaz

(248) 974-7905 | Noah_diaz112@yahoo.com

Education
DePaul University
Chicago, IL
Bachelor of Science in Finance
June 2016
GPA: 3.5/4.0
Major GPA: 3.7/4.0
Relevant Coursework: Money & Banking, Investment Banking, and Corporate Finance
Work & Leadership Experience
UBS
Chicago, IL
Wealth Management Intern
May 2014-Present
Implemented the design, layout and information of pitch books for prospective clients
Effectively performed financial research; researched capital markets, individual stocks, bonds,
mutual funds and fund managers to maximize client portfolio performance
Built strategic investment proposal and target asset allocations based off individual client needs
Developed and maintained strong client relationships, helping them to track their progress on a
regular basis; also evaluated and catered to client financial goals with proper goal analysis
Phi Kappa Psi Fraternity
Chicago, IL
Treasurer
February 2014-Present
Hosted events by teaming up with local businesses to raise money for academic scholarships
Increased fraternity budget from $45,000 to $60,000 by exercising strict payments
Maintained, updated, and adjusted the fraternities annual budget of $60,000
Introduced new payment plan system and all inclusive dues to help members to pay on time

Richard Driehaus Virtual Portfolio Competition
October 2014-Present
Managed a $200,000 virtual portfolio of stocks in the Russell 2000 Growth Index
Individually focused on technology, industrial and healthcare sectors
Investment Banking Case Study Course
September 2014-November 2014
Constructed detailed pro forma financial transaction and valuation models utilizing leverage
buyout, discounted cash flow, comparable company, and precedent transaction methodologies
Activities & Interests
Activities:
Hoops and Hopes Service Program: Tutor underprivileged children for 3 hours per week
Student Finance Association, Member
DePaul Investment Banking Society, Member
DePaul Interfraternity Council, Delegate
Volunteer:
Raised money and participated in Relay for Life and DemonThon at DePaul
Managed volunteers for yearly Cystic Fibrosis fundraiser
Served the greater Chicago area for 100+ hours during two years at DePaul
Interests:
Golfing, Hunting, Traveling and Yoga