Fritz Charles [2011]
1815 JFK BLVD APT 724
Philadelphia, PA 19103
646-423-9298
fcharles@wharton.upenn.edu

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-Present
MBA; Master of Business AdministratReal Estate and Entrepreneurial Management

  • Member of Wharton’s Real Estate, Entrepreneurship, PE/VC, Boxing, Golf, Hockey and Poker Clubs, African-American MBA Association

CITY UNIVERSITY OF NEW YORK – BARUCH COLLEGE
New York, NY · 2002-2006
Bachelor of Business Administration; Finance and Investments

  • Active in the Finance and Investments Club, Wall Street Careers Club, Merrill Lynch Entrepreneurship Competition
  • Graduated Magna Cum Laude
  • GPA : 3.62 Major GPA: 3.75 (Worked 25 hours per week while attending school full time)

EXPERIENCE

BARCLAYS CAPITAL
New York, NY · 2008-2009
Assistant Vice President – Equity Synthetics Trading

  • • Creating custom swap structures for hedge fund clients
  • • Pricing new Delta-one equity structures for clients (forwards, zero strike calls)
  • • Trading Brazilian single stock and Bovespa future swaps
  • • Trading Brazilian Reals to hedge out currency risk
  • • Trading proprietary synthetic structures using listed options to arbitrage interest rates

LEHMAN BROTHERS
New York, NY · 2006-2008
Associate – Equity Synthetics Trading

  • • Managing risk for $4bn EFP book and $2bn equity swaps book
  • • Creating custom swap structures for hedge fund clients
  • • Pricing new Delta-one equity structures for clients (forwards, zero strike calls)
  • • Trading proprietary interest rate arbitrage positions: producing P&L of $20mm
  • • Trading interest rate swaps and interest rate futures to hedge out rho risk on a $5bn book
  • • Responsible for managing a $500mm MSCI swap book
  • • Trading Brazilian single stock and Bovespa future swaps
  • • Trading Brazilian Reals and LTNs to hedge out rho risk

PERSONAL REAL ESTATE INVESTMENTS
· 2006- Present

  • • Owner and manager of four single family units in New Jersey and Pennsylvania valued at $600,000
  • • Managed rehab project on a dilapidated property in Camden, New Jersey worth $110,000
  • • Elected President of the Park East Condo Association, served from 2006-2008

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

  • Acquisitions
  • Asset Management
  • Development

Interested in a job/internship in:

  • California
  • Central/South America
  • Mid-Atlantic USA
  • Mid-West USA
  • Northeast USA
  • Northwest USA
  • Southeast USA
  • Southwest USA
  • West Coast USA

• Interests: Knicks, Mets, Giants, Basketball, Boxing, Geopolitics, Texas Hold’em Poker, Blackjack • Philanthropy: The Haiti Project Event Coordinator 2009, God’s Love We Deliver Volunteer 2007-2008, Minds Matter Mentor 2006-2008 • Languages: Conversational in Spanish • Licenses: Series 7, Series 63, Series 55, obtained New York State Real Estate Salesperson License


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