Wealth Management Intern
- Developed dynamic models that quantitatively analyzed client portfolios based on risk and return metrics - Developed dynamic cash flow models that provided financial advisors insight into clients' projected cash flows based on quantitative financial goals. - Conducted statistical analysis using historical data to produce key portfolio metrics such as correlations, volatilities, returns, and Sharpe ratios.- Collaborated with a team to create and present a comprehensive financial… Show more - Developed dynamic models that quantitatively analyzed client portfolios based on risk and return metrics - Developed dynamic cash flow models that provided financial advisors insight into clients' projected cash flows based on quantitative financial goals. - Conducted statistical analysis using historical data to produce key portfolio metrics such as correlations, volatilities, returns, and Sharpe ratios.- Collaborated with a team to create and present a comprehensive financial plan case study, offering strategic advice on retirement planning and investment optimization. Show less