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John Schwartz

University of New Hampshire, Class of 2016
From Quincy, MA
I am a strategic thinking, high achieving student of the undergraduate class of 2016 at the University of New Hampshire pursuing a Bachelor's degree in Business Administration with a concentration in Quantitative and Analytic Finance and a minor in Economics. I have augmented my academic skill set with numerous leadership positions and diversified work experiences. I am currently seeking a career in the financial services industry, with interests specifically in asset management, investment consulting, and investment banking in hopes of fully capitalizing on my passions for business and problem solving.
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John Schwartz named to the University of New Hampshire's Dean's List for the Spring Semester of the 2015-2016 Academic Year

John Schwartz has been named to the Dean's List at the University of New Hampshire for earning Highest Honors for the spring semester of the 2015-2016 academic year. Students named to the Dean's L...

August, 09 2016 - Verified by University of New Hampshire
John Schwartz of Quincy Graduates From the University of New Hampshire

Please John Schwartz of Quincy graduated from the University of New Hampshire during the Commencement Ceremony held Saturday, May 21, 2016, on the Durham, NH campus. He/she earned a BS degree ...

May, 26 2016 - Verified by University of New Hampshire
John Schwartz of Quincy Named to the Spring Dean's List at the University of New Hampshire

John Schwartz, of Quincy, has earned Honors for the spring semester of the 2014-2015 academic year at the University of New Hampshire. Students named to the Dean's List at the University of New Ha...

June, 29 2015 - Verified by University of New Hampshire
John Schwartz of Quincy Named to the Fall 2014 Dean's List at the University of New Hampshire

John Schwartz of Quincy has earned Honors for the fall semester of the 2014-2015 academic year at the University of New Hampshire. Students named to the Dean's List at the University of New Hampsh...

January, 30 2015 - Verified by University of New Hampshire
John Schwartz of Quincy Named to the Fall 2013 Dean's List at the University of New Hampshire

John Schwartz of Quincy has earned Highest Honors for the fall semester of the 2013-2014 academic year at the University of New Hampshire. Students named to the Dean's List at the University of Ne...

January, 22 2014 - Verified by University of New Hampshire
John Schwartz of Quincy Named to the University of New Hampshire's Dean's List for the 2013 Spring Semester

John Schwartz of Quincy has earned Honors for the spring semester of the 2012-2013 academic year at the University of New Hampshire. Students named to the Dean's List at the University of New Hamp...

June, 14 2013 - Verified by University of New Hampshire
John Schwartz of Quincy Named to the Fall 2012 Dean's List at the University of New Hampshire

John Schwartz of Quincy has earned High Honors for the fall semester of the 2012-2013 academic year at the University of New Hampshire. Students named to the Dean's List at the University of New Ha...

January, 24 2013 - Verified by University of New Hampshire
President at Atkins Investment Group
May 2015 - Present
Summer Associate at Cambridge Associates
Business Risk Management Department
March 2015 - Present
Dean's Ambassador at University of New Hampshire
• Selected by the Dean to represent Paul College at networking events, alumni meetings, and capital raising activities in an effort to enhance the education and network of undergraduate and future students of the business school.
September 2014 - Present
Sector Leader - Utilities at Atkins Investment Group
• Responsible for analyzing and managing current holdings in the utilities sector, research potential investment opportunities, and present to classmates, faculty, and distinguished guests. • Ensure proper training of new analysts in the Utilities sector in an effort to out perform our benchmark on a risk adjusted basis • Perform fundamental equity research an analysis using public comparables and DCF analysis • Research generated using a Bloomberg terminal and Capital IQ • 2% Portfolio Investment in Westar Energy: 03/06/2014 Research revealed Westar as an inexpensive potential takeover target in an active M&A environment, while its best in class operations and business diversification provided downside risk mitigation in the current economic environment.
August 2014 - Present
Vice President of Operations at Atkins Investment Group
• The Atkins Investment Group is a completely student managed investment fund, overseeing approximately $210,000 in long-equity positions. • Support Portfolio Manager with the construction of various performance reports and the tracking of portfolio characteristics and allocation. • Monitor portfolio characteristics including fundamentals, risk, and exposure. • Our portfolio outperformed the S&P 500 by +4%, and further on a risk adjusted basis.
April 2014 - Present
Vice President of Finance at Alpha Kappa Psi
• I Manage a budget of +$10,000 for the Fraternity, allocating our funds into six committees. • I have been able to reduce costs by implementing more fundraising, leading to a more efficient use of capital. • As a member of the Executive Board, it allows me to have a greater influence on the strategic direction, and involvement of the Fraternity in order to provide the most beneficial experience of it’s members
April 2014 - Present
Investment Analyst Intern at DHK Financial Advisors
• Create client portfolio performance reports tracking various index, mutual, and exchange traded funds exceeding $1 billion AUM. • Ensure proper calculation of all returns and benchmarks. • Utilize Morningstar Principia software to update fund and index performance. • Worked alongside the CEO to train new interns throughout the year.
September 2013 - Present
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