Noah Kirby
Hopkinton,NH
Summary
Early-career finance professional at Fidelity Investments pursuing a transition into investment research and portfolio analysis. Currently awaiting CFA Level 1 results, with FINRA SIE, Series 7, and Series 63 licenses and a strong foundation in accounting, markets, and valuation principles. Experienced in communicating market developments and analyzing investment products, with ongoing development of financial modeling and equity research skills.
Overview
3
3
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
03.2025 - Current
- Assisted clients with brokerage and retirement accounts, facilitating trading activities and investment navigation.
- Explained market movements and portfolio positioning to clients in real time.
- Delivered weekly market updates summarizing macro trends and market drivers to team members.
- Earned Series 7 and Series 63 licenses within four months of hire.
- Analyzed client inquiries to identify patterns, enhancing service workflows and performance metrics.
- Presented weekly operational metrics to leadership, supporting ongoing process improvements.
Sales Representative
Brinks Home Security
Los Angeles, USA
05.2023 - 07.2023
- Generated leads through proactive outreach and relationship building, increasing client base.
- Prospected and engaged potential customers, creating new business opportunities.
- Presented product features and benefits, highlighting value propositions to clients.
- Maintained detailed records of customer interactions for data-driven strategies.
- Led initiatives in Los Angeles, CA to enhance market presence.
Education
BS - Business Studies
Southeastern University
Lakeland, FL12.2024
Skills
- Client communication
- Sales support
- Financial Statement Analysis
- Data entry
- Analytical skills
- Problem-solving skills
- Market Research
- Investment Product Knowledge
- Financial Modeling (In Progress)
Investment and Technical Development
- Awaiting CFA Level 1 Results
- Building Financial Modeling Skills through personal building of 3 statement projections and discounted cash flow valuation
- Conduct independent equity research by analyzing earnings releases, company filings, and market trends
- Regularly follow macroeconomic developments, interest rate policy, and equity market performance
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2025 - Current
Sales Representative
Brinks Home Security
05.2023 - 07.2023
BS - Business Studies
Southeastern University