Research Analyst at Value Wealth Services, a boutique high-value portfolio management firm. Two stints over 2022: July to August and December 2022 to January 2023.
I covered a client book with roughly $200M in assets under management and helped keep the average portfolio growing at a 10% annual ROI.
- Built investment recommendations for clients across sustainability, technology and social media sectors
- Analyzed market trends and fundamentals using Morningstar and VeoOne
- Produced Excel models and PowerPoint decks that surfaced growth opportunities
- Tracked portfolio performance against the 10% ROI target month over month
- Consolidated historical data for a new book on investment planning, Building on the Rule of 72