Summary
Overview
Work History
Education
Skills
Timeline
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Andrew Swarzman

Old Westbury,NY

Summary

Motivated and analytical aspiring finance professional with experience across wealth management, hedge fund research, and client-focused financial planning. At UBS, supported senior advisors in portfolio reviews, financial planning models, and high-net-worth client presentations. At Schonfeld, contributed to multi-strategy investment research, building models, analyzing macroeconomic trends, and preparing investment memos for senior leadership. Dedicated to developing expertise in capital markets, portfolio optimization, and alternative investments while demonstrating strong teamwork, attention to detail, and client-service skills. Volunteer mentor with First Tee Golf, fostering youth development and leadership by teaching core values, sportsmanship, and discipline.

Overview

2
2
years of professional experience

Work History

Summer Analyst

Schonfeld
06.2025 - 08.2025
  • Conducted market research and investment analysis across equities, credit, and alternative strategies to support portfolio managers.
  • Built and maintained financial models to evaluate company performance, valuation, and risk/return trade-offs.
  • Assisted in preparing investment memos and presentations for senior leadership, highlighting opportunities in public and private markets.
  • Researched and summarized macro-economic trends (equities, rates, credit, real estate) to inform cross-asset strategy discussions.
  • Collaborated with investment teams on portfolio optimization projects, using metrics such as Sharpe ratio, volatility, and drawdown analysis.
  • Supported due diligence on external managers and alternative investment opportunities.
  • Contributed to special projects in private credit, real estate, and multi-strategy fund allocation.

Volunteer

First Tee
05.2023 - 08.2025
  • Facilitated instruction of golf basics and life skills to young participants through organized lessons.
  • Supported coaches by organizing equipment, setting up practice stations, and ensuring a safe and inclusive environment.
  • Served as a mentor and role model, encouraging sportsmanship, teamwork, and confidence among students.
  • Helped facilitate youth development programs that combined golf instruction with character-building activities.
  • Coordinated small groups, guided players through drills, and provided feedback to improve skills.

Wealth Management Intern

UBS Wealth Management
06.2024 - 08.2024
  • Supported senior advisors in preparing personalized portfolio reviews for high-net-worth clients, analyzing asset allocation, performance, and risk exposure.
  • Researched mutual funds, ETFs, and alternative investments to provide recommendations for client portfolios.
  • Assisted in creating financial planning models, including retirement projections, cash-flow analyses, and estate planning scenarios.
  • Helped develop pitch materials and client presentations, showcasing UBS investment strategy and market outlook.
  • Monitored daily market activity and prepared economic/market summaries for the advisory team and clients.
  • Participated in client meetings and calls, observing relationship management and follow-up processes.
  • Collaborated with team members to ensure compliance with UBS policies and regulatory requirements.

Education

High School Diploma -

IMG Academy
Bradenton
12.2025

Skills

  • Microsoft Excel
  • Python programming
  • Valuation techniques
  • Project coordination

Timeline

Summer Analyst

Schonfeld
06.2025 - 08.2025

Wealth Management Intern

UBS Wealth Management
06.2024 - 08.2024

Volunteer

First Tee
05.2023 - 08.2025

High School Diploma -

IMG Academy

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