1. ClaytonP.Bennice
Local Address: 175 Forest St. Box #4267, Waltham, MA 02452, bennice_clay@bentley.edu
Permanent Address: 217 Falsetto Court, Ballston Spa, NY 12020, cpbennice@gmail.com, (518) 928-3833
Education
Bentley University, Waltham, MA
Candidate for Bachelor of Science, Economics-Finance Expected December 2020
Candidate for Masters of Science, Finance Expected May 2021
GPA: 3.52
Honors: President’s List, Dean’s List
Relevant Coursework: Ratio Analysis, Economic Research, Statistical Analysis, Options Pricing, International Econ. & Trade Theory
Professional Experience
IvyLine Capital Group LLC, remote/online May 2019 - Present
Equity Analyst Lead Intern - Summer
Developed operating models of MSFT, BIIB, STZ, & CSGP as well as created DCF models for each to be considered in a new
Large Cap Growth Portfolio.
Pitched and implemented multiple option strategies for 8 equities considered for a new small cap portfolio, while monitoring
results to hedge and roll out positions based on market conditions and risk management.
Prepared a mock hedge fund pitch deck alongside another intern as a culminating project to be presented to the board.
Analyzed and worked with a PPM document to understand the legal side of specific financial entities for insight into senior
management level tasks.
IvyLine Wealth Management Start-Up, remote/online February 2019 - May 2019
Equity Research Analyst Lead Intern - Spring
Researched and conducted ratio analysis on over 30 companies for a new Large Cap Dividend Value Portfolio.
Presented research to the portfolio manager and board, then aided in the selection of equities for further analysis.
Acted as a liaison for the portfolio manager and other interns; set weekly meetings, helped other interns with work when needed.
Helped recruit and interview candidates for a summer position with the intern team to advance our work on portfolios for a
new branch of the hedge fund.
IvyLine Capital Group LLC Mentoring Program, Online and Thinkorswim August 2018 - Feb 2019
Mentee
Screened 10 equities for my own portfolio to practice trading, learn chart patterns, and understand option strategies.
Reviewed fundamentals of portfolio construction while analysing results over time and adjusting to real time errors.
Topics include: Greeks, Options Strategies, Candlestick Patterns, studying certain indicators/tests and more.
Leadership Experience
Bentley Men’s Swimming Team, Bentley University August 2017 - Present
Train and compete at Division 2 level and within the Northeast-10 conference while balancing full academic schedule.
Northeast 10 Conference Champion (2019) and received Scholar All-America Team Awards from the College Swimming
Coaches Association of America.
Helped refurbish a day care school for low income families to support the surrounding community as our team project.
Class President of Ballston Spa High School September 2014 - June 2017
Class of 2017
Organized fundraisers and community events to raise capital for senior class while connecting with multiple local businesses.
Delegated tasks and collaborated with officers and members to constitute efficiency while resolving work relationship issues.
NYSPHAA Scholar Athlete Award February 2012 - 2017
Obtained highest New York State academic achievement among athletes every year of varsity participation (swimming).
Skills & Interests
Skills: Bloomberg Market Concepts Certification, Microsoft Excel, PowerPoint, Word, Wall St. Prep Excel and Financial Statement
Modelling Crash Courses
Interests: Cooking, weightlifting, music and movie enthusiast
