Nicholas McMahon
Knoxville,TN
Summary
Results-driven finance student at The Haslam College of Business with experience as a Private Wealth Management Intern at RBC Wealth Management. Skilled in asset management, strategic financial analysis, and financial modeling, with a track record of delivering data-driven insights that support $900 million in AUM. Conducted in-depth research on top holdings exceeding $1 million, presenting actionable recommendations to senior advisors. Adept at client relationship management and effective communication. Seeking to apply analytical expertise and strategic insights in a dynamic financial role.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Private Wealth Management Intern
RBC Wealth Management
Roanoke, VA
06.2024 - 08.2025
- Partnered with a team of experienced financial advisors to deliver timely, accurate, and data-driven insights for a diverse portfolio managing $900 million in assets under management (AUM). Assisted in evaluating investment opportunities, assessing market conditions, and ensuring that portfolio allocations aligned with client objectives and risk tolerance.
- Conducted in-depth research and analysis on equities, fixed income instruments, and futures holdings exceeding $1 million, identifying key performance indicators and risk factors. Compiled detailed reports and provided senior advisors with well-supported buy, sell, and hold recommendations, contributing to informed trading decisions and effective portfolio management strategies.
- Worked closely with senior advisors to develop, refine, and execute comprehensive financial strategies tailored to individual client goals. Integrated quantitative models, macroeconomic trends, and industry-specific insights to enhance investment approaches, ensuring optimal asset allocation and long-term growth potential.
- Delivered succinct yet comprehensive market updates by analyzing economic reports, corporate earnings, and geopolitical events that could impact client portfolios. Synthesized vast amounts of financial news into actionable insights, equipping advisors with the necessary information to make strategic investment decisions and proactively adjust client holdings.
- Leveraged CRM tools to streamline client relationship management, maintaining up-to-date records and facilitating efficient communication. Ensured timely responses to client inquiries, coordinated portfolio reviews, and enhanced overall service delivery by proactively addressing client needs and concerns.
Education
Bachelor of Science -
University of Tennessee
Knoxville, TN05-2026
Finance & Accounting
Haslam College of Business
Knoxville, TN05-2026
Skills
- Liquidity Analysis
- Financial Analysis Expertise
- Portfolio Investment Techniques
- Strategic Portfolio Oversight
- Data Management in Excel
- Data Analysis
- Financial modeling and forecasting
- Revenue forecasting
Certification
- Bloomberg Market Concepts
- Bloomberg Terminal
- Microsoft Excel Critical Thinking
- Microsoft Excel Skills Badge
Affiliations
- Finance Management Association – Engaged with industry leaders to gain valuable insights into current market conditions, emerging trends, and future economic expectations. Actively participated in discussions and networking events, connecting with guest speakers and professionals to expand a diverse network of talented and experienced individuals. Strengthened financial acumen through exposure to real-world investment strategies and industry best practices.
Timeline
Private Wealth Management Intern
RBC Wealth Management
06.2024 - 08.2025
Bachelor of Science -
University of Tennessee
Finance & Accounting
Haslam College of Business
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