Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Investment Management Virtual Internship
Fidelity International
07.2023 - 07.2023
Optimized a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities.
Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement.
Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.
Global Banking & Markets Virtual Internship
HSBC
12.2022 - 12.2022
Completed work undertaken by the Investment Banking & Markets teams in the Global Banking & Markets (GB&M) business at HSBC.
Defined the strategic rationale for M&A and filtered target and analysed transaction data to develop a summary of debt capital markets (DCM) activity.
Strategy Consulting Virtual Internship
BCG
11.2022 - 11.2022
Used effective brainstorm strategies to generate ideas to help a fictional luxury clothing company increase sales revenue.
Assisted in data analysis using Excel and PowerPoint for client presentations.
Investment Banking Virtual Internship Program
J.P. Morgan
09.2022 - 09.2022
Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.