New York, New York, United States
Webull Canada's goal is to democratize investing by offering tools and data that were historically unavailable to retail investors. As a low-cost, self-directed brokerage, Webull Securities Canada is disrupting the Canadian retail investing space by creating a one-stop shop for all investing needs. Our goal is to offer Canadian investors a fleshed out and technologically advanced investing experience that will always be at their reach, be it on their phone, computer, or tablet.
This internship was very hands-on. I was tasked with researching, calculating and communicating with underwriters the amount of requesting participants Webull had for every IPO and Secondary Offering. I was tasked with preparing pitch decks as well. I had the opportunity to attend calls and meetings over my internship, and even pitch Webull's value to a few underwriters. As well as Equity Capital Markets services, I had the opportunity to further develop Webull's data services by aiding in the creation of an Investor Relations branch (known as Webull Corporate Connect). I was tasked to further develop the idea of what an Investor Relation branch would look like in a retail brokerage (in particular quantifying our value to public companies as data providers for retail investors who comprise 25% of the stock market). This entailed creating business plans, as well as meeting regularly with Webull's development team based in China to develop the Corporate Connect portal for companies. I thoroughly enjoyed my time at the Equity Capital Market & Investor Relations desk owing to my managers Michael Tang (Associate Director) and Michael Christoph (Director), both of whom I consider mentors. Over the course of my internship, I gained incredibly valuable experience regarding the intricacies of the primary market, quick decision making, and project management skills.
Worked closely with Nasdaq's Indexing and Investment Intelligence teams to generate new partnerships with institutional investors. I was offered an extension to my internship (originally ending in August) as a result of my performance.
I interned at Select Vantage as a trainee day trader. I learned how to trade mostly on an in-house paper trading software that emulates the market with a delay of a few milliseconds. Near the end of the internship I was entrusted with company funds to execute trades at the open and close of the market. This was my first venture into the world of investing and I was instantly hooked. I gained experience in strategizing, hedging, and market analysis.