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Two USF Students Make the Bloomberg Aptitude Test Hall of Fame

06-04-2014
BATS Hall of Fame

Bloomberg Aptitude Test

One student and one alumnus of the University of San Francisco’s Master of Science in Financial Analysis (MSFA) program scored in the 99th percentile on the Bloomberg Aptitude Test (BAT), placing them in the BAT Hall of Fame. BAT is a global, standardized online exam designed for students to demonstrate strengths to employers and for employers to screen grads interested in a career in finance and business.

Zachary Hoffman, currently enrolled in the MSFA, was informed by the Bloomberg Institute this May that out of all April test takes, he tied for the 3rd highest score in the Americas region and 4th in the world. His score is the 43rd highest in the world of scores currently listed on the Bloomberg Talent Search for employers.

This summer, Zachary is interning at Piper Jaffray in San Francisco in the equity research division, and is scheduled to complete the master’s in December. Upon graduation, Zachary plans to pursue what is sure to be a successful career in finance, given his record score on BAT. He chose the MSFA program for its focus on investment, security valuation methods, and security markets. He added, “I owe my professors many thanks for teaching me financial analysis and for encouraging me to take the test.”

Zachary joins Matthew Stalcup, MSFA ‘13, among high scorers in the BAT Hall of Fame. Matthew works as an investment analyst at the Alameda County pension plan. In addition to his high performance on the BAT, Matthew is a CFA Level 2 candidate and CAIA Level 2 candidate, and credits his MSFA education for successfully preparing him for these challenging exams.

Matthew joined the MSFA due to its unique, concentrated study of investment management and security valuation. After studying finance in undergrad and serving 5 years in the military, he was ready to enroll in a program that would facilitate a successful career shift. He was also drawn to USF’s emphasis on ethics, noting, “One of the many things I learned in the military was the great satisfaction felt from serving a purpose greater than one’s self. To be truly satisfied in a career, I've learned I must have a higher purpose in the application of my skills and knowledge. Personal accumulation can be empty and insatiable, but to serve those who cannot serve themselves is a worthy cause. I believe in my current role, I am accomplishing that: safeguarding the future retirement of people who don't have the knowledge and skill to invest.” Matthew relies everyday on the skills he gained in the MSFA program in his current position with Alameda County.

Written by Ilana Bercovitz