Download WALLACE E. KING EDUCATION

U.S. Permanent Resident
Authorized to work for any employer
WALLACE E. KING
415 S. Van Buren St., Apt 8  Iowa City, IA 52240
(862)238-1308  [email protected]  https://www.linkedin.com/in/wallaceking
EDUCATION
UNIVERSITY OF IOWA
M.B.A., Finance
 CFA level 3 Candidate
 Soumyo Sarkar Scholar
UNIVERSITY OF THE WEST INDIES, MONA
B.S., Finance (Hons)
Iowa City, IA
05/2017
Kingston, Jamaica
08/ 2012
EXPERIENCE
TEXAS INSTRUMENTS INC.
Dallas, Texas
Treasury Analyst Intern
06/2016-08/2016
 Analyzed the impact of interest rates on the firm’s pension assets and liabilities and recommended improvements that could
potentially reduce the portfolio’s downside volatility by $4.5M.
 Evaluated the firm’s $440M retiree medical portfolio to determine the optimal asset allocation necessary to minimize the
portfolio’s shortfall risk and investment tax drag.
 Created financial model to determine the quarterly adjustments necessary to achieve portfolio asset allocation targets.
HENRY FUND
Iowa City, Iowa
Equity Research Analyst-Industrials Sector and Airline Industry
12/2015-Present
The Henry Fund (www.henryfund.org) is a $4.9 million equity portfolio managed by MBA students selected through a
competitive application process
 Responsible for industry and company research and building robust financial models using discounted cash flow (DCF),
economic profit and relative valuation analyses.
 Present buy/sell recommendations to the Fund’s Advisory Board, and work with the Henry Fund team to determine final
portfolio selections and weightings.
INSTITUTE FOR INTERNATIONAL BUSINESS
Iowa City, Iowa
Graduate Assistant
08/2015-Present
 Project manager for undergraduate student consultant teams that conduct international market research and sovereign risk
analyses for Iowa SMEs exploring foreign markets.
JMMB GROUP LTD
Kingston, Jamaica
Transaction Officer-Retail Service Delivery
12/2012 – 07/2015
 Monitored the performance of the firm’s cash secured loan portfolio ensuring that performance targets were met by
maximizing loan repayment rates and minimizing loan default metrics.
 Supported frontline operations by actively monitoring high frequency and high volume transaction processing systems that
handled non client facing transactions such as electronic funds transfers and corrected exceptions as they occurred.
CORRPAK JAMAICA LTD
Kingston, Jamaica
Accounting
01/2011 – 08/2011
 Collaborated with team to manage cash flow by liaising with customers and creditors to maximize receivables collection
and trade credit, leading to significantly improved DSO ratios and a shorter cash conversion cycle.
 Developed financial model to enable the firm to track depreciation expense and useful life of its fixed assets more
effectively, leading to more accurate financial reporting and better fixed asset replacement.
 Used capital budgeting models to analyze delivery data to determine whether it was feasible for the firm to invest in the
staff and fleet necessary to deliver its products. Analysis was used by management in their strategic operational decision
making process.
ADDITIONAL INFORMATION
 Proficient with FactSet, Bloomberg and Microsoft Excel VBA
 Member of Net Impact; a non-profit dedicated to social and environmental causes