Equity Analyst - Applied Investments Program
Whitewater, Wisconsin, United States
Selected by a professional committee to take part on a student team responsible for investing and managing a $1,100,000 portfolio of the University of Wisconsin-Whitewater endowment. Responsibilities include:- Monitor fundamental economic, sectoral, industrial, and corporate development by analyzing information from financial publications, investment banking firms, trade publications, company sources, and personal interviews. - Create informed investment decisions by analyzing financial information to forecast financial statements, sectoral, industry, and economic conditions. - Present oral and written reports on economic trends, individual corporations, and industries. - Prove success of portfolio by outperforming assigned benchmarks under personal management.