CHIDERA NWANGWU
New York,NY
Summary
Analytical finance professional specializing in financial and investment analysis, portfolio research, and risk assessment for wealth management firms. Expertise in synthesizing market research, identifying trends, and delivering actionable insights. Proficient in Bloomberg, FactSet, Morningstar, Excel, and SQL, with a focus on supporting investment decisions and enhancing business outcomes.
Overview
4
4
years of post-secondary education
4
4
years of professional experience
Work History
Private Client Advisor, VP of Investments
J.P. Morgan
New York, NY
09.2026 - Current
- Assess portfolio diversification, asset allocation, and investment strategies to develop recommendations aligned with client objectives, liquidity needs, and risk considerations.
- Evaluated high-net-worth clients' financial positions, identifying asset-consolidation opportunities, concentrated investment exposures, and underutilized cash balances to enhance overall portfolio performance.
- Collaborate with banking, lending, investment, and wealth-planning specialists to evaluate clients' broader financial needs and coordinate comprehensive solutions.
- Conducted discovery meetings and portfolio reviews, translating complex financial information into actionable recommendations, fostering ongoing client relationships and ensuring a steady pipeline of opportunities.
Investment Consultant
Charles Schwab
New York, NY
12.2025 - 09.2026
- Cultivated relationships with 50+ investors under $1 million in investable assets, assessing financial needs and uncovering opportunities to enhance investment positioning.
- Analyzed client needs and existing holdings to identify opportunities for asset consolidation, broader investment engagement, and increased share of wallet.
- Managed relationships with 50+ investors with less than $1 million in investable assets, assessing financial needs and identifying opportunities to improve investment positioning.
- Executed prospect follow-up and outreach, referring clients with over $1 million in assets to experienced Financial Consultants for tailored support.
Associate Financial Advisor
UBS Financial Services
Charlotte, NC
07.2024 - 11.2025
- Contributed to more than $600,000 in quarterly investment solutions sales by translating investment research and client needs into relevant financial recommendations.
- Collaborated with portfolio managers to evaluate equity investment opportunities and support tactical asset-allocation decisions, enhancing overall investment strategy.
- Delivered over 100 corporate-client briefings on equity compensation and investment diversification, improving client understanding of financial considerations related to concentrated stock positions.
- Facilitated over $600,000 in quarterly investment solutions sales by translating investment research into actionable financial recommendations, aligning with client needs.
Career Development Affiliate Program
Prudential Financial
Louisville, KY
01.2024 - 07.2024
- Completed six-month development program enhancing knowledge in prospecting, capital markets, investment strategy, retirement planning, and portfolio construction.
- Prepared tailored investment proposals integrating equity and fixed-income research, macroeconomic developments, and client-specific financial objectives.
- Developed investment commentary to facilitate discussions on portfolio construction, retirement income planning, mutual funds, annuities, and long-term financial goals.
- Earned the SIE, Series 7, and Series 66 licenses, building a foundation in investment products, financial markets, and client advisory practices.
Small Business Services Sales Intern
ADP
Louisville, KY
06.2023 - 08.2023
- Reviewed small-business sales trends and prospect needs to help identify opportunities for targeted sales approaches and more effective client engagement.
- Maintained prospect profiles and supported outbound campaigns, enhancing lead organization and follow-up for improved visibility into business opportunities.
- Reviewed small-business sales trends and analyzed prospect needs to identify opportunities for targeted sales approaches and enhance client engagement.
- Supported B2B acquisition through prospect research and needs discovery, facilitating consultative communication around tailored business solutions.
Private Wealth Management Intern
Robert W. Baird & Co.
Louisville, KY
05.2022 - 08.2022
- Conducted investment research and reporting for high-net-worth client relationships, enhancing overall client satisfaction.
- Researched equities, ETFs, and mutual funds, preparing investment briefs that informed advisor discussions and improved client portfolio reviews.
- Evaluated asset-allocation changes and provided research that supported investment strategy and estate-planning discussions.
Education
Bachelor of Science - Finance
University of Louisville, College of Business
Louisville , KY 08.2020 - 05.2024
Skills
- Financial Analysis Investment Research Portfolio Analysis Risk and Concentration Analysis Performance analysis Market Research Equity and Fixed-Income Research Microsoft Excel SQL VLOOKUP Bloomberg FactSet Morningstar PowerPoint
- Morningstar
- PowerPoint
- Wealth planning
- Client relationship management
- Client Engagement
- Client Acquisition
- Client Engagement
- Client Acquisition
Personal Information
Title: Financial Analysis | Investment Research | Reporting & Business Insights
VOLUNTEER EXPERIENCE
Title: Financial Analysis | Investment Research | Reporting & Business Insights
Timeline
Private Client Advisor, VP of Investments
J.P. Morgan
09.2026 - Current
Investment Consultant
Charles Schwab
12.2025 - 09.2026
Associate Financial Advisor
UBS Financial Services
07.2024 - 11.2025
Career Development Affiliate Program
Prudential Financial
01.2024 - 07.2024
Small Business Services Sales Intern
ADP
06.2023 - 08.2023
Private Wealth Management Intern
Robert W. Baird & Co.
05.2022 - 08.2022
Bachelor of Science - Finance
University of Louisville, College of Business
08.2020 - 05.2024