Michael Wood
Tempe,AZ
Summary
Results-driven Equity Analyst with one year of experience in financial analysis and investment research. Proven expertise in analyzing market trends, evaluating/analyzing data, and providing insightful investment recommendations. Seeking a challenging position to leverage analytical skills and contribute to the success of a dynamic financial team.
Overview
1
1
Certification
Work History
Equity Analyst Intern
Quantumvest
Tempe
08.2023 - 12.2023
- Conduct client outreach and set up meetings between potential clients and the fiduciary's president
- Utilize financial modeling techniques to forecast future performance and estimate fair value of stocks
- Monitor market trends, economic indicators, and industry developments to make informed investment recommendations
- Prepare detailed research reports, investment summaries, and presentations for individual stocks and different portfolios
- Collaborate with portfolio managers and traders to implement investment strategies and optimize portfolio performance
- Participate in company earnings calls, industry conferences, and meetings with company management to gather relevant information.
Education
Bachelor's of Arts - financial planning
ASU
12-2024
Skills
- Financial Modeling
- Equity Research
- Valuation Techniques
- Data Analysis
- Coding experience
- Market Trend Analysis
- Risk Assessment
- Strong Knowledge of finance
- Leadership experience
- Excellent Written and Verbal Communication
- Financial Forecasting
- Portfolio Management
- New Client Acquisition
Websites
Certification
- MTA - Microsoft Technology assessment
- Javascript certification
- Data Analytics certification
References
- Austin Roncancio, President of quantumvest, +1(823) 361-4320, aroncancio@qauntumvest.com
- Taylor Roncancio, CEO of Quantumvest, +1(823) 493-1486, troncancio@quantum-vest.com
- James Greir, manager of Devil's Advocate bar and grill, +1(480) 341-0783
Timeline
Equity Analyst Intern
Quantumvest
08.2023 - 12.2023
Bachelor's of Arts - financial planning
ASU
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