Jaelin Waters
Nashville,TN
Summary
Junior Finance major at Lipscomb University seeking a career in financial management. Skilled in financial analysis, client relations, and investment research, with hands-on experience in wealth management and certifications in Bloomberg and analytics tools.
Finance professional with practical experience in financial analysis and reporting. Known for strong teamwork and flexibility in dynamic environments, contributing to budget preparation and financial forecasting. Reliable with focus on achieving results, proficient in MS Excel and financial software.
Overview
1
1
Certification
Work History
Finance Intern
OSAIC Wealth
08.2025 - 2027
- Assisted in portfolio analysis and client financial reporting.
- Supported wealth management team with market research and investment strategy development.
- Strengthened professional communication skills through client and team interactions.
- [Semester: Fall 2025]
- Maintained up-to-date knowledge of financial regulations and best practices to enhance compliance efforts.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
Education
Bachelor of Science - Finance
Lipscomb University
Nashville, TN05-2027
Skills
- Financial Analysis & Reporting
- Client communication
- Regulatory compliance
- Excel for finance
- Time management
- Problem resolution
- Attention to detail
Certification
- Bloomberg Market Concepts (BMC)
- ESG in Bloomberg Certification
- Beaker Analytics Certification
Timeline
Finance Intern
OSAIC Wealth
08.2025 - 2027
Bachelor of Science - Finance
Lipscomb University