Nolan Shay
New York
Summary
Investment professional with comprehensive experience in financial analysis, portfolio management, and market research. Adept at leveraging analytical skills to drive investment strategies and optimize returns. Strong focus on teamwork, adaptable to changing financial landscapes, and reliable in delivering results. Skilled in financial modeling, risk assessment, and data-driven decision-making.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Private Bank Investment Analyst
J.P. Morgan Private Bank
Greenwich, CT
07.2024 - Current
- Build portfolio analytics, asset allocation models, and performance reporting to support client investment and lending decisions across 50+ clients and total AUS of $1 billion
- Underwrite and evaluate 20+ alternative investment opportunities across private equity, private credit, infrastructure, and real assets for ultra-high-net-worth clients
- Pitch alternative investment strategies to clients and senior bankers, articulating structure, economics, and key risk factors
- Prepare weekly investment memos, financial models, and risk/return analyses to support clients on investment strategy and credit structuring
- Coordinate with internal partners across lending, trust & estate, and investment management to execute complex client mandates
Client Solutions, Asset Management Summer Analyst
Goldman Sachs
Chicago, IL
06.2023 - 08.2023
- Analyzed institutional client portfolios and investment objectives to support customized asset management and capital allocation solutions
- Developed pitch materials and market commentary for portfolio reviews, enhancing presentations for 10+ institutional clients and advisors.
- Conducted investment research across equities, fixed income, and private investments to support portfolio positioning and client discussions
- Completed a capstone project analyzing fixed income and ETF strategies, assessing macroeconomic trends and risk factors to enhance investment returns.
Summer Investor Relations Analyst
Gasthalter & Co.
New York, NY
05.2022 - 08.2022
- Supported investor relations for 10+ public and private companies in M&A and restructuring, enhancing shareholder communications and engagement strategies.
- Conducted company, industry, and shareholder research using Bloomberg Terminal to support hedge fund and private equity clients
- Drafted and edited 10+ press releases and shareholder letters for capital markets communications, enhancing investor engagement and clarity.
Education
B.S. - Finance & Public Relations, Minor: Economics
Syracuse University
Syracuse, NY05.2024
Certification
- FINRA Series 7, Series 66, SIE
- Bloomberg Terminal, Morningstar Direct, RStudio, Microsoft Office
INTERESTS
- Skiing, Football, Travel, Camping, Dogs, Financial Markets
Timeline
Private Bank Investment Analyst
J.P. Morgan Private Bank
07.2024 - Current
Client Solutions, Asset Management Summer Analyst
Goldman Sachs
06.2023 - 08.2023
Summer Investor Relations Analyst
Gasthalter & Co.
05.2022 - 08.2022
B.S. - Finance & Public Relations, Minor: Economics
Syracuse University