Summary
Overview
Work History
Education
Skills
Timeline
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Miles Montalbano

Greenville,WI

Summary

Driven Finance major with a 3.95 GPA and real-world experience as an Investment Analyst Intern, focused on building and refining ETF asset allocation models. Skilled in Morningstar Direct and Excel, streamlining reports and digging into portfolio performance to support smarter investment decisions. Thrive in team settings, love tackling complex problems, and am excited to bring analytical mindset and internship experience to a dynamic firm to help drive innovative financial strategies.

Overview

1
1
year of professional experience

Work History

Investment Analyst Intern

ISectors
05.2025 - Current
  • Automate month-end and quarter-end reporting processes using Morningstar Direct's Excel plug-in, enhancing report accuracy
  • Analyze financial data to support the development and optimization of ETF asset allocation strategies, utilizing Excel and Morningstar Direct to evaluate portfolio performance metrics
  • Conduct performance and risk analysis for ETF allocations, identifying opportunities to optimize portfolio outcomes

Finance Intern

Dixon Ticonderoga Company
06.2024 - 08.2024
  • Identified, cataloged, and verified the existence of all fixed assets within Wisconsin plants
  • Scanned and processed invoices into SAP for the Accounts Payable department, ensuring accuracy and timely payments

Education

Bachelor of Business Administration - Finance

University of Wisconsin, Eau Claire
Eau Claire, WI
12-2026

Skills

  • Excel expertise
  • Morningstar Direct knowledge
  • Technical analysis
  • Equity research
  • Strong work ethic
  • Team collaboration

Timeline

Investment Analyst Intern

ISectors
05.2025 - Current

Finance Intern

Dixon Ticonderoga Company
06.2024 - 08.2024

Bachelor of Business Administration - Finance

University of Wisconsin, Eau Claire

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