- New York, 441 E 57th St
- February 2, 2022
Over the course of my college career I have interned with an investment bank in the private wealth management division, a family office hedge fund, and with an private equity firm focused on residential real estate. With my experience across these variety of firms, I can foster client relationships, provide detailed financial analysis’s and analyze potential investments from a global perspective. Overall, I hope to work my way to a leadership position.
Education
The B.A. in markets and culture provides students the opportunity to learn about the world’s marketplaces from an interdisciplinary vantage in the social sciences. Students receive a firm grounding in the economic principles of markets, the values and history of commerce, the social bases of economic behavior, and business concepts and practices while gaining an understanding of the multiple institutions and cultures that shape the world’s markets.
Experience
Tourmalet Advisors (Private Equity Firm) New York, NY
Intern June – August 2021
Analyze call reports from the FFIEC to find non-performing loans (NPL’s) and present other important information in my bank analysis’s
Participated in weekly team calls walking through my bank analysis’s and then discussed future banks that held NPL’s
Morgan Stanley (Private Wealth Management) New York, NY
Intern June 2019– August 2019
Provided financial analysis and minutes for high-net-worth clients and team meetings with asset allocation options including private equity investments, hedge funds and direct investments
Created concise and targeted contact list for my managing director/team leader
Analyzed specific equity investments and presented my thesis to the team
Alagna Advisors (Hedge Fund) Sea Girt, NJ
Intern June 2018– August 2018
Analyze potential investments from a global perspective in all capital market liquid products that included equities, convertible bonds, investment grade bonds and high yield securities
Supported trade reconciliation through operational support via the funds prime brokerage OMS system
Participated in existing investor briefings and new fund-raising exercises