SALIQ J. KHAN
Baltimore, MD • 21218 • 646.481.3871 • SKHAN52@JHU.EDU • U.S. Permanent Resident
EDUCATION
The Johns Hopkins University, Carey Business School, Baltimore, MD Jan. 2012 - May 2013
MBA, Finance, Management
Graduate Advisor - Equity Analyst Team
Board Member - Honor Council
Team Leader - CFA Institute Research Challenge (Chosen to represent Johns Hopkins)
The Johns Hopkins University, Carey Business School, Baltimore, MD Aug. 2010 - Dec. 2011
MS, Finance
President - Equity Analyst Team
Chairman - Honor Council
Co-Founder - Investment Fund (Target AUM: $1M)
Indiana University, Kelley School of Business, Bloomington, IN Aug. 2003 - June 2007
BS, Finance
Business Case Competition Winner - Bloomington Bagel Company
Council Member - Campus Judicial Board
FINANCIAL TRAINING & SKILLS
Computer Competency - C++, R, Matlab, VBA, SQL, Crystal Ball, Excel, Access, Bloomberg
Coursework - Quantitative Financial Analysis, Financial Modeling, Derivatives, Statistical Analysis, Investment
Analysis & Portfolio Management, Fixed Income, Risk Management, Financial Accounting, Capital Markets,
International Finance, Macro-Economics, Managing Financial Risk
Licenses - Series 7, 66 (expired)
Languages - Fluent in English & Hindi
PROFESSIONAL EXPERIENCE
Finetooth Consulting, Sr. Research Analyst, Indianapolis, IN Feb. 2009 - Aug. 2010
Lead financial forecasting and investment planning restructuring projects.
Designed financial models & statistical data (regression analysis, monte carlo) to evaluate investment firms
Developed a financial reporting methodology to simplify research & analysis conducted on investment firms
Built a proprietary rating system (FC Score) to evaluate investment Broker Dealers
Formulated an interactive financial & statistical database on nearly 5,000 BD’s to aid in performing analysis
Prepared, analyzed and explained historical and projected financial information
Assisted in the negotiation & transition of over $30 million in commissions & advisory revenue
Merrill Lynch & Co., Financial Advisor, Columbus, OH Oct. 2007 - Feb. 2009
Managed a multi-million dollar book of business
Created performance analytics models for cash, equities & fixed income investments
Analyzed debt & equity investment vehicles & strategies for clients
Performed investment analysis & financial projections on investment portfolios to assess appropriate positioning
Presented & explained analytic results to clients & adjusted information as needed to obtain the optimal portfolio
Saliq Khan • 646.481.3871 • SKHAN52@JHU.EDU
Morgan Stanley Smith Barney, Wealth Management Intern, Chicago, IL May 2006 - Aug. 2006
Created investment plans for 20 current & prospective clients while conducting at asset allocation & risk analysis
Analyzed mutual funds & third party money managers
GRADUATE UNIVERSITY EXPERIENCE
CFA Institute Research Challenge, Team Leader, Baltimore, MD Oct. 2011 - Present
Chosen to represent Johns Hopkins University at a global investment research competition
Led a 4 person team to perform extensive equity research analysis on Under Armour
Johns Hopkins Equity Analyst Team, Founder, President, Baltimore, MD Dec. 2010 - Present
Covered consumer goods sector trends & maintained earnings, valuations, & models (DCF, DDM, Comparables)
Built financial models, performed firm projections in MS Excel & identified mispriced companies
Wrote research reports, conducted fundamental analysis, & leveraged skills in accounting, finance & economics
Maintained a list of firms to buy & short & discussed investment opinions with other analysts
Worked with Axea Group & Co (private equity) to provide competitor and industry analysis
Managed a group of Analysts who met 5 days a week at 7:30AM
Investment Fund, Co-Founder, Baltimore, MD Dec. 2010 - Present
Worked with alumni, faculty, and student leaders to create the framework for a $1 million investment fund
Pitched fund idea and structural concepts to the executive board of the business school
Spoke with university endowment to help manage a portion of the endowment through the investment fund
PROFESSIONAL AFFILIATIONS
Financial Columnist - M.H. Magazine 2009 - Present
Financial Literacy Instructor - Teach Tec 2009
Board of Directors, Columbus Chapter - Indiana University Alumni Assoc. 2007 - 2009
Saliq Khan • 646.481.3871 • SKHAN52@JHU.EDU