Finance student with experience in investment analysis, financial modeling, and equity research. Able to evaluate portfolios, conduct market research, and share insights. Good analytical, communication, and teamwork skills.
Overview
3
3
years of professional experience
Work History
Student Analyst
Ohio State Investment Club
Columbus, OH
09.2024 - Current
Perform equity research and present stock pitches to a student-managed fund
Analyze financial statements, valuation multiples, and industry trends
Collaborate with a team of 5 analysts to develop investment recommendations
Achieved top 10 finish in internal stock pitch competition
Part-Time Sales Associate
Target
Columbus, OH
06.2023 - Current
Provide customer service in a high-traffic retail environment
Manage inventory and assist with merchandising and store operations
Recognized by management for reliability and strong communication skills
Finance Intern
Prarie Capital Advisors
Columbus, OH
05.2025 - 08.2025
Assisted in financial analysis for client portfolios totaling $50M+ in assets
Built Excel models to evaluate investment performance and risk metrics
Conducted market research and prepared reports on equity and fixed income trends
Supported senior analysts in client presentations and portfolio reviews
Education
Bachelor of Science - Business Administration, Finance
The Ohio State University, Fisher College of Business
Columbus, OH
05-2027
Skills
Technical: Microsoft Excel, PowerPoint, Word
Financial: Financial Modeling, Valuation (DCF, Comparable Companies), Market Research, AI
Soft Skill: Communication, Teamwork, Time Management, Analytical Thinking
Interests
Basketball, Personal Investing, Traveling, Vietnamese Cuisine
Timeline
Finance Intern
Prarie Capital Advisors
05.2025 - 08.2025
Student Analyst
Ohio State Investment Club
09.2024 - Current
Part-Time Sales Associate
Target
06.2023 - Current
Bachelor of Science - Business Administration, Finance
The Ohio State University, Fisher College of Business