Michael O'Brien
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Michael O'Brien Email & Phone Number

MBA Candidate, Specializations: Finance, Banking, and Real Estate at NYU Stern School of Business
Location: New York, United States 12 work roles 4 schools
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Role
MBA Candidate, Specializations: Finance, Banking, and Real Estate
Location
New York, United States

Who is Michael O'Brien? Overview

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Michael O'Brien is listed as MBA Candidate, Specializations: Finance, Banking, and Real Estate at NYU Stern School of Business, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Michael O'Brien.

Michael O'Brien previously worked as Senior Associate | Investments at Captrust and Associate | Investments at Captrust. Michael O'Brien holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

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Email format at NYU Stern School of Business

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NYU Stern School of Business

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About Michael O'Brien

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!

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NYU Stern School of Business
Nyu Stern School Of Business
MBA Candidate, Specializations: Finance, Banking, and Real Estate
New York, NY, US
AeroLeads page
12 roles

Michael O'Brien work experience

A career timeline built from the work history available for this profile.

Mba Candidate, Specializations: Finance, Banking, And Real Estate

Current

New York, Ny, Us

AVP Treasurer, Graduate Finance Association (GFA)AVP Finance, Stern Real Estate Club (SREC)Member, Stern Adventures & Stern Golf Club

Aug 2024 - Present

Senior Associate | Investments

Raleigh, Nc, Us

Jan 2023 - Aug 2024

Associate | Investments

Raleigh, Nc, Us

Nov 2021 - Dec 2022

Consultant-Investment Management

Norwalk, 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.

Jun 2021 - Nov 2021

Client Solutions Associate

Norwalk, 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.

Jun 2020 - May 2021

Healthcare Sector Portfolio Manager

Archway Investment Fund

The 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

Jan 2020 - May 2020

Healthcare Sector Securities Analyst

Archway Investment Fund
Sep 2019 - Dec 2019

Finance Intern

Waltham, Ma, Us

May 2017 - Aug 2017

It Service Desk Intern

Waltham, Ma, Us

Jun 2016 - Jan 2017
4 education records

Michael O'Brien education

Master Of Business Administration - Mba

Nyu Stern School Of Business

Bachelor’S Degree, Finance & Economics

Bryant University

Finance & Economics

University Of Westminster

High School

Hanover High School
FAQ

Frequently asked questions about Michael O'Brien

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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 NYU Stern School of Business?

Michael O'Brien is listed as MBA Candidate, Specializations: Finance, Banking, and Real Estate at NYU Stern School of Business.

Where is Michael O'Brien based?

Michael O'Brien is based in New York, United States while working with NYU Stern School of Business.

What companies has Michael O'Brien worked for?

Michael O'Brien has worked for Nyu Stern School Of Business, Captrust, Factset, Archway Investment Fund, and Santander Securities Services (S3).

How can I contact Michael O'Brien?

You can use AeroLeads to view verified contact signals for Michael O'Brien at NYU Stern School of Business, including work email, phone, and LinkedIn data when available.

What schools did Michael O'Brien attend?

Michael O'Brien holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

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