Albert Goldstein
email: agoldstn@illinoisalumni.org
Address:
406 East 83rd Street, Apt. 3C
New York, NY 10028
Cell: (917) 374-8608 / Work: (646) 324-2179
Education: University of Illinois at Urbana-Champaign
Bachelor of Science in Finance
Minor in Mathematics
Major GPA: 4.0/4.0
Cumulative GPA: 3.9/4.0
130 total hours / 26 hours of Mathematics (GPA: 4.0/4.0)
Graduated May 2002
CFA Level II candidate (passed CFA Level I in June 2002)
CFA Level I Scholarship, Dean’s List, Beta Gamma Sigma Honor Society (top 7%), National Society
of Collegiate Scholars, Phi Kappa Phi Honor Society and Alpha Lambda Delta Honor Society
Work
Experience Deutsche Bank – New York, NY June 2002 –present
Investment Banking Analyst – Leveraged Finance
• Sole analyst on two deals currently in the market: a $2.3 billion acquisition financing and $50.0
million secured note private placement
• Answered investor questions and participated in negotiation, drafting and due diligence
• Built in depth financial models
Deutsche Banc Alex. Brown – Chicago, IL Summer 2001
Investment Banking Intern – Leveraged Finance
• Actively worked on four live or potential deals: two leveraged buyout opportunities, a high yield
opportunity and a refinancing
• Performed due diligence, produced pitch books and participated in conference calls as a
functioning analyst in the group
• Learned about numerous financial instruments and the various situations when they are appropriate
YesTrader Inc. – Chicago, IL Summer 2000/Winter 2001
Investment Analyst / Trading Assistant
• Performed in depth planning and research on proposed investment ideas
• Researched and exercised a cyclical trade that returned 15% on a $200,000 investment from
December 27, 2000 to January 8, 2001
• Trained to trade options and futures using technical and fundamental analysis strategies
• Gained vast experience with options trading strategy, working as a trading assistant in the 30 year
US Bond Options pit at the Chicago Board of Trade
Leadership/
Activities Pi Kappa Alpha International Fraternity Spring 1999 – May 2002
• President – managed all daily operations of 120 member chapter with annual income of $400,000,
started a scholarship fundraising effort to offer full tuition to the elected officers and coordinated
the daily conduct of over 25 elected and appointed officers
• Sergeant at Arms – maintained formal business proceedings in chapter meetings, enforced strict
guidelines set forth by the International Fraternity and formulated a business plan for all chapter
events
Real Client Managed Portfolio Class Fall 2001 – Spring 2002
• Senior Economist – provided general economic overview and researched the technology space for
RCMP class that managed a $1 million client, stock and option portfolio
Other Russian, Spanish, Windows, Trade-Station, Mathematics, Microsoft Office, Easy-language, Java, C++
and Visual Basic 6.0