Michael O'Brien Email and Phone Number
I am an MBA candidate at New York University's Lenard N. Stern School of Business, specializing in Finance, Banking, and Real Estate, with a focus on pursuing a career in Investment Banking. Prior to Stern, I spent nearly 3 years with CAPTRUST as a Senior Investment Associate, where I supported six principal financial advisors and portfolio managers, including the firm's Chief Investment Officer. Before CAPTRUST, I worked at FactSet Research Systems as an Investment Management Consultant, helping investment professionals optimize their workflows through both on-platform and off-platform solutions. My experience is rooted in client engagement, project management, and applying my analytical expertise across areas such as portfolio attribution and risk analysis, trading, research, and client portfolio construction.I graduated Magna Cum Laude from Bryant University with dual concentrations in Finance and Economics. Outside of work, I'm passionate about the outdoors — whether it's skiing in the winter or spending time near the water, and golfing with family and friends in the summer.I'm always up for meeting new people — feel free to reach out, I'd love to chat!
Nyu Stern School Of Business
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Mba Candidate, Specializations: Finance, Banking, And Real EstateNyu Stern School Of BusinessNew York, Ny, Us -
Mba Candidate, Specializations: Finance, Banking, And Real EstateNyu Stern School Of Business Aug 2024 - PresentNew York, Ny, UsAVP Treasurer, Graduate Finance Association (GFA)AVP Finance, Stern Real Estate Club (SREC)Member, Stern Adventures & Stern Golf Club -
Senior Associate | InvestmentsCaptrust Jan 2023 - Aug 2024Raleigh, Nc, Us -
Associate | InvestmentsCaptrust Nov 2021 - Dec 2022Raleigh, Nc, Us -
Consultant-Investment ManagementFactset Jun 2021 - Nov 2021Norwalk, Connecticut, Us• Provide consulting services to over 240 FactSet (NYSE: FDS) clients.• Member of a three person consulting team responsible for supporting and maintaining ~$8MM in annual revenue while actively seeking out new opportunities.• Partner with senior executives, portfolio managers, analysts, and traders to assist with the integration of FactSet's portfoliomanagement, investment analytics, and financial research solutions.• Foster and build relationships with investment professionals to fully understand their daily workflows and investment goals, and improve their efficiency using FactSet’s application. -
Client Solutions AssociateFactset Jun 2020 - May 2021Norwalk, Connecticut, Us• Learned foundational knowledge to support FactSet’s solutions and gained exposure to the industry by working with a variety of clients.• Worked directly with FactSet users over the phone and through a series of rotations, including: investment bankers, portfolio managers, analysts, financial advisors, and traders.• Implemented tailored solutions to client workflows using: excel modeling, company specific research, and portfolio analysis. -
Healthcare Sector Portfolio ManagerArchway Investment Fund Jan 2020 - May 2020The Archway Investment Fund is a student-managed equity and fixed income portfolio of $2 million. This program provides students studying Finance with a hands-on experience to real-world investment practices. Administrative Role: Public Relations Committee
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Healthcare Sector Securities AnalystArchway Investment Fund Sep 2019 - Dec 2019
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Investment Operations InternSantander Securities Services (S3) Jun 2019 - Aug 2019Pozuelo De Alarcón, Madrid, Es -
Finance InternThe Holland Companies May 2018 - Jan 2019 -
Finance InternImprivata May 2017 - Aug 2017Waltham, Ma, Us -
It Service Desk InternImprivata Jun 2016 - Jan 2017Waltham, Ma, Us
Michael O'Brien Education Details
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Nyu Stern School Of BusinessMaster Of Business Administration - Mba -
Bryant UniversityFinance & Economics -
University Of WestminsterFinance & Economics -
Hanover High SchoolHigh School
Frequently Asked Questions about Michael O'Brien
What company does Michael O'Brien work for?
Michael O'Brien works for Nyu Stern School Of Business
What is Michael O'Brien's role at the current company?
Michael O'Brien's current role is MBA Candidate, Specializations: Finance, Banking, and Real Estate.
What schools did Michael O'Brien attend?
Michael O'Brien attended Nyu Stern School Of Business, Bryant University, University Of Westminster, Hanover High School.
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