Brittany Knowles Email and Phone Number

In this position, I have gained understanding of fiduciary responsibilities when developing an investment policy statement and ensuring investments follow parameters of the IPS. I have also enhanced my financial modeling skills by constructing an investment portfolio and updating valuation models. Further, I have acquired analysis skills when calculating the portfolio’s sharpe ratio and alpha, and measuring its performance in comparison to previous years. Moreover, when conducting portfolio rebalancing for accurate sector allocation and optimal risk measures such as variance and beta, I have developed risk management skills.

In this role, I procured valuation skills when calculating target prices using DCF and comparative analysis (direct, indirect, and correlation valuations). I have enhanced my macroeconomic and microeconomic literacy when examining headwinds and tailwinds of a company and its sector. Creating equity research reports, has also enhanced my research and technical writing skills. I am also part of this year’s CFA Institute Research Challenge in which my team and I create an equity research report for MasTec (MTZ).

I am a student ambassador for the Miami Herbert Business School. Meeting with prospective students and their families has allowed me to garner valuable interpersonal skills. Further, I have gained public speaking skills by educating an incoming class of approximately 200 students on the Miami Herbert Business School. Through this opportunity, I have obtained professionalism skills by representing the University of Miami Herbert Business School and gained organizational skills by coordinating other ambassadors for registration projects. I was able to enhance me leadership and engagement skills through this role by proactively meeting with an assigned mentee and assisting with their needs.

As a receptionist for the Herbert School of Business, I assist advisors during registration periods. I also work alongside the program manager in organizing events. Lastly, I am available to assist students with registration, study abroad, graduation, and student organization.

Here I garnered client relationship skills when informing potential clients on policies, and instruments offered at Equitable Advisors at the National Dental Association Conference and the Georgia Dental Association Conference. I also acquired entrepreneurial acumen by attending a business development workshop for business owners hosted by the firm at the University of Georgia Small Business Development Center.

I worked in the Environmental and Engineering lab at RMSST doing two consecutive projects.This experience made me gain research and statistical error analysis skills needed to create a research project presented to the Regional Science Fair. I also acquired scientific writing skills needed to present my research paper to the Georgia State Science and Engineering Fair. Finally, I enhanced my presentation skills when presenting my research at the Junior Science and Humanities Symposium at the University of Georgia.