Alexa Fitzgerald
Boston,MA
Summary
Dynamic and results-driven financial professional with a proven track record in analyzing and interpreting reports and market data. Possessing a deep understanding of investment strategies and market trends, I excel in providing comprehensive financial insights to drive informed decision-making. Demonstrated expertise in client communications and data processing to optimize portfolio performance and mitigate risks.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Internal Business Associate
John Hancock Investment Management
06.2023 - Current
- Conducted in-depth Morningstar report analyses to assess fund performance and identify investment opportunities.
- Actively monitored Morningstar ratings and updates, adjusting investment strategies to align with changing market conditions.
Business Strategy Intern
SheGone
- Create and publish content for various social media platforms, engage in weekly meetings to develop new ideas
- Conduct market research to curate new ideas to increase brand exposure and form new partnerships
- Help with day-to-day monitoring of digital growth and online engagement.
Wealth Management Intern
Gray's Creek Capital Partners
- Facilitated investments with private companies looking to finance their businesses
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise financial strategies
- Cultivated and strengthened relationships with new and educated clients through purchasing private company investments
- Focused on investing according to individual financial goals and market trends as well as assist in the purchase of initial public offerings and follow-up offerings.
President
Women in Business
09.2022 - Current
- Demonstrates ample leadership through connecting Skidmore women to networking and philanthropic opportunities, mentorship, and professional development
- Coordinated club events and celebrations, including alumni panels and professional events with students, alumni, and faculty
- Increased executive board performance through analyzing applications and fitting applicants to roles, increased engagement via motivational leadership
- Propose and execute events as well as budget and create a plan to support, sustain, and grow the club.
Digital Marketing Coordinator
Saratoga Book Festival
06.2021 - 10.2021
- Create and publish content for various social media platforms, engage in team meetings and contribute to brainstorming new ideas
- Drove email acquisition and marketing campaigns to support key business initiatives across account management, new business development and customer experience
- Supervised 50+ volunteers and implemented them into organization.
Education
Bachelor of Science - Management and Business
Skidmore College
Saratoga Springs, NY05.2023
Skills
- Microsoft Office: Word (Advanced), Excel (Advanced)
- Market Research Analysis (Intermediate)
- Strategic Market Planning and Execution (Intermediate)
- Investment Performance Reporting (Advanced)
- Investment Principles (Intermediate)
- Morningstar Report Analysis
- Portfolio Optimization
- Investment Strategy
- Financial Modeling
- Risk Management
- Data Interpretation
- Market Trends Analysis
- Client Communication
Certification
- Securities Industry Essentials Exam- FINRA, June 2023
- Series 7 General Securities Representative- FINRA, July 2023
- Series 66 Uniform Combined State Law Exam- FINRA, November 2023
Timeline
Internal Business Associate
John Hancock Investment Management
06.2023 - Current
President
Women in Business
09.2022 - Current
Digital Marketing Coordinator
Saratoga Book Festival
06.2021 - 10.2021
Business Strategy Intern
SheGone
Wealth Management Intern
Gray's Creek Capital Partners
Bachelor of Science - Management and Business
Skidmore College
- Securities Industry Essentials Exam- FINRA, June 2023
- Series 7 General Securities Representative- FINRA, July 2023
- Series 66 Uniform Combined State Law Exam- FINRA, November 2023
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