3
years of professional experience
Strategic Portfolio Analyst evaluating fixed-income and equity investment strategies while ensuring alignment with investment committee guidelines. Whose goal is to convey to advisory teams the problems and resolutions for underperforming households by making sure advisors have the resources they need for unapproved funds, portfolio rebalancing, private equity and credit information, and by allocating households to fit each client’s financial needs.
Work History
Portfolio Analyst
1 Year- Completed portfolio and administrative reviews for more than two thousand households. Reviewing portfolio allocations and risk exposure across managed accounts, identifying key areas of underperformance and overperformance.
- Tasked with rebalancing households to fit within our designated investment objectives.
- Ensured that advisory teams were adhering to correct documentation for unapproved funds to minimize risk
- Presented portfolio updates to over 50 advisory teams across the country every month.
- Reviewed client account billing practices to ensure fee accuracy, fairness, and compliance with firm policies and regulatory standards.
Chief Portfolio Manager
7 Months- Managed the University investment portfolio, overseeing asset allocation, using the Bloomberg Terminal Portfolio Optimization function to make buy and sell recommendations
- Presented recommendations to purchase specific equities, based on relevant data, such as Travel Zoo making a 30% return on investment in 1 month
- Taught new members basics of Bloomberg Terminal, including creating relative valuation tables and exporting relevant data to Excel
Junior Analyst
4 Months- Conducted equity research and valuation by building discounted cash flow models, performing relative valuation analysis, and creating sample earnings models
- Collaborated in team-based pitch sessions, presenting the equity Starbucks with a buy recommendation based on increasing dividend payments and forecasted future returns
- Gained exposure to portfolio performance asset allocation strategies using the Bloomberg Terminal
Skills
Bloomberg Finance Fundamentals (BFF): Certified in core financial principles
portfolio analysis
equity
fixed income
and economic indicators using the Bloomberg Terminal.
Bloomberg Market Concepts (BMC): Earned certification covering global financial markets
including equities
fixed income
currencies
and portfolio management strategies.
Advanced Excel: Proficient in complex formulas
pivot tables
VLOOKUP/XLOOKUP
data visualization (charts
graphs
dashboards)
and financial modeling.
Education
University of North Georgia, Mike Cottrell College of Business Dahlonega, Ga
BBA Finance August 2024 - July 2025
Spring 2025 Dean’s List
Kennesaw State University, Coles College of Business Kennesaw, Ga
BBA Finance August 2021 - May 2024
Fall 2023, 2024 Dean’s List
Timeline
Portfolio Analyst
Blue Trust
11.2025 - CurrentRead More
Chief Portfolio Manager
University of North Georgia Student Managed Investment Fund
10.2024 - 05.2025Read More
Junior Analyst
KSU Student Managed Investment Fund LLC
01.2024 - 05.2024Read More