Palm Tree Crew Crypto: Early-stage venture fund investing in consumer cryptoptccrypto.xyz

• Assistant portfolio manager for concentrated equity strategies.• Idea generation for equity strategies and providing deep-dive analysis on individual stocks.• Analyzing current and prospect asset allocations and making investment recommendations.• Generating asset allocation proposals for clients.• Technical and fundamental analysis of current and pending positions.• Writing investment memos on individual stocks and sectors.

• Supporting the lead portfolio manager in managing risk and stock selection.• Monitoring the firm’s positions and strategies.o Model rebalancing, block trading, and portfolio performance tracking.• Stock and investment idea generation.o Stock pitching and high conviction investment thesis reports• Technical and fundamental analysis of current and pending positions.o Technical trading setups & earnings and news coverage for positions.• Creating investment content for advisors and clients.o Weekly updates, quarterly updates, individual stock analysis, and investment blogging.

• Softs commodity options trading• Volatility trading using theoretical pricing models• Analyzing option risk using greeks and option theory• Market making and negotiating bid ask spreads with brokers• Using technical analysis for option hedging using futures and future spreads• Daily risk reports, P&L reconciliation and EOD position reports using Excel/Word and other trading software• Management and tracking of trade history and accounts payable/receivables (invoices, brokerage fees, rebates, and other expenses)• Work with middle office and clearing firm to resolve any trade discrepancies or account misallocations

• Financial advisor internship – Personal Finance Specialists• Accounts management, tracking and reporting• Clientele consultation – retirement, investment savings & estate planning• Market & Business Financial Analysis - Proposal creating, presenting and execution• Marketing & sales : workshops, linkedin, email, cold calls