New York, New York, United States
- Selected amongst a competitive and international applicant pool to participate in IvyLine Capital’s Investments & Derivatives Cohort. - Actively participate in education surrounding the fundamentals of security analysis, portfolio construction, portfolio modeling, advanced technical analysis, and the applications of derivatives. - Participate in weekly lectures and speaker events with industry professionals. - Collaborate and engage with over 300 students across over 100 universities and 20 different countries through investment challenges.
- Researched and wrote economic and market commentary covering both domestic and international stock and bond indexes - Used Morningstar asset classes to create a diversified core-satellite model portfolio and added active managers while keeping the weighted average net expense ratio reasonable - Conducted fundamental analysis on public companies using financial and accounting ratios (such as current ratio and ROE) - Utilized RightCapital financial planning software to organize and show clients how to maximize their wealth through budgeting and tax efficient distribution - Reviewed portfolio holdings on a weekly basis
- Real estate tech startup founded by a successful serial entrepreneur and ex-CFO of a prominent English football club - Recruited 50+ agents onto the platform directly leading to recurrent gross billing of $5000 - $7000 a month - Coordinated directly with IT development on the user interface and functionality improvements - Screened, interviewed, and hired 10+ candidates with CFO and CEO in order to build a larger base in NYC