Smithfield, Rhode Island, United States
Hi, I’m John O’Brien, a Finance major at Bryant University with a passion for collaboration, leadership, and problem solving. Last summer, I gained hands on experience learning how to analyze markets, communicate complex ideas, and support clients in reaching their investment goals. This experience is strengthening my analytical skills and exposing me to the consulting side of institutional finance — including working with pension funds, health & welfare plans, and endowments. At Bryant, I’ve developed a strong foundation in business ethics and organizational behavior. I’ve also been trained in design thinking, which I enjoy applying to team projects to uncover creative and user focused solutions. I'm someone who thrives in team environments: I listen actively, value different perspectives, and enjoy contributing to group efforts that lead to meaningful outcomes. Whether it’s through a class project, a professional setting, or a new internship opportunity, I’m always looking for ways to grow and build strong, collaborative relationships. Let’s connect! Phone: 774-573-5882 Email: [email protected]
Collaborate with consultants and analysts to support institutional clients, including pension funds, Taft-Hartley plans, and healthcare organizations, by preparing investment performance reports and market commentary. Assist in gathering and organizing key client data (e.g., assets, liabilities, participant counts) using tools like Form 5500, internal systems (Backstop), and public records to enhance client deliverables. Work on a two-part summer project focused on (1) streamlining macroeconomic presentation materials for client meetings and (2) developing a centralized summary report for ~50 Taft-Hartley clients to improve internal efficiency. Schedule, attend, and contribute to meetings with consultants, partners, and senior specialists to understand client service workflows and portfolio strategy decisions. Apply knowledge of macroeconomics, capital markets, and investment principles to help analyze market trends and communicate insights effectively to both internal stakeholders and clients. Gained exposure to investment policy reviews, asset allocation strategy, and performance benchmarking across public and private markets.
Provided friendly and efficient service by accurately processing transactions and assisting customers with inquiries and returns. Collaborated with team members to maintain smooth front-end operations, support stocking and clean-up tasks, and ensure a positive shopping experience for all customers.