James Fermo

Background

About James Fermo

Hello, My name is James Fermo and I'm a Financial Services Student at George Brown College in Toronto. I'm currently in my 3rd year of undergrad, and seeking to complete a Financial Analyst Internship this Summer 2024. Please see below for my Professional Summary: Areas of Interest: Corporate Finance, Risk Management; CFA Level I, FRM, AWS Certified Cloud Practitioner Technical Skills: Excel Advanced Skills [PivotTables, VBA & Macros, complex formulas (e.g, XLOOKUP, ARRAY)]; Microsoft 365 Applications [PowerPoint (Decks, Charts/Graphs), Word (Report Design, Automation)]; Knowledge in: Bloomberg Terminal, FactSet, Morningstar Direct, QuickBooks, Salesforce; Proficient in: R (data analysis), Python (scripting), Tableau (market analysis), SQL (data retrieval). Soft Skills: Committed to providing personalized client support (i.e, needs, preferences, solutions); Strong organizational and analytical skills; Effective team member and communicator; Problem-solver; Creative in ways to meet business objectives (e.g, SMART framework). I have a strong interest in examining financial data, and how these findings influence business decisions. With importance, I plan to obtain the CFA designation as part of my career. I'm a self-starter, a quick learner, and dedicated to my work. I look forward to beginning my career in the financial services industry. Thank you for visiting my profile today.