Joanna Alvarez Email & Phone Number

This past May, I graduated summa cum laude with a Bachelor’s in Finance from Florida State University. I am currently pursuing an M.S. in Finance specializing in corporate finance and investment management with an expected graduation in May 2025. Over the past year, my role as a Wealth Management Intern has allowed me to strengthen my skills in communication, attention to detail, and complex analysis. This experience has provided me with hands-on exposure to asset management, consulting, and operational efficiency.In my role as a Portfolio Analyst for the Florida State University Student Investment Fund, I contribute to managing a $7 million portfolio of equities, fixed-income assets, and cash. My work involves analyzing securities, delivering buy/sell recommendations, and preparing detailed performance reports. Additionally, as a Graduate Research Assistant in the Finance Department, I assist faculty with analytics and research projects.Beyond my financial proficiency, I am fluent in English and Spanish and possess strong communication skills that enable me to connect with diverse audiences and navigate global business environments.