Michael O'Brien

Michael O'Brien Email and Phone Number

MBA Candidate, Specializations: Finance, Banking, and Real Estate @ NYU Stern School of Business
New York, NY, US
Michael O'Brien's Location
New York, New York, United States, United States
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!

Michael O'Brien's Current Company Details
NYU Stern School of Business

Nyu Stern School Of Business

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MBA Candidate, Specializations: Finance, Banking, and Real Estate
New York, NY, US
Michael O'Brien Work Experience Details
  • Nyu Stern School Of Business
    Mba Candidate, Specializations: Finance, Banking, And Real Estate
    Nyu Stern School Of Business
    New York, Ny, Us
  • Nyu Stern School Of Business
    Mba Candidate, Specializations: Finance, Banking, And Real Estate
    Nyu Stern School Of Business Aug 2024 - Present
    New York, Ny, Us
    AVP Treasurer, Graduate Finance Association (GFA)AVP Finance, Stern Real Estate Club (SREC)Member, Stern Adventures & Stern Golf Club
  • Captrust
    Senior Associate | Investments
    Captrust Jan 2023 - Aug 2024
    Raleigh, Nc, Us
  • Captrust
    Associate | Investments
    Captrust Nov 2021 - Dec 2022
    Raleigh, Nc, Us
  • Factset
    Consultant-Investment Management
    Factset Jun 2021 - Nov 2021
    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.
  • Factset
    Client Solutions Associate
    Factset Jun 2020 - May 2021
    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.
  • Archway Investment Fund
    Healthcare Sector Portfolio Manager
    Archway Investment Fund Jan 2020 - May 2020
    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
  • Archway Investment Fund
    Healthcare Sector Securities Analyst
    Archway Investment Fund Sep 2019 - Dec 2019
  • Santander Securities Services (S3)
    Investment Operations Intern
    Santander Securities Services (S3) Jun 2019 - Aug 2019
    Pozuelo De Alarcón, Madrid, Es
  • The Holland Companies
    Finance Intern
    The Holland Companies May 2018 - Jan 2019
  • Imprivata
    Finance Intern
    Imprivata May 2017 - Aug 2017
    Waltham, Ma, Us
  • Imprivata
    It Service Desk Intern
    Imprivata Jun 2016 - Jan 2017
    Waltham, Ma, Us

Michael O'Brien Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Master Of Business Administration - Mba
  • Bryant University
    Bryant University
    Finance & Economics
  • University Of Westminster
    University Of Westminster
    Finance & Economics
  • Hanover High School
    Hanover High School
    High 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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