Private Wealth Management Intern
Current- Supported a Financial Advisory team that manages money for high-net-worth individuals.- Research, analyze and report investment opportunities to the Private Client team.- Created equity research reports for teams utilizing both Bloomberg and FactSet Data Terminals.- Created a daily morning market summary for the private client team. Covering overnight market trends and recent changes in economic data.- Utilized both Thomson One and Microsoft Excel to streamline basic client information for over 800+ accounts.- Attended and led daily team meetings and took part in over 15+ workshops discussing current market conditions, asset management, private equity, hedge funds, and structured products.