Olivia Boyd
Wayzata,MN
Summary
Proactive and organized individual with experience in portfolio management and client communications. Expertise in Microsoft Excel and team collaboration, supporting financial advisors in optimizing client investment strategies and enhancing operational efficiency.
Overview
1
1
year of professional experience
Work History
Client Associate Intern
Merrill Lynch
Wayzata, Minnesota
05.2025 - 07.2025
- Supported financial advisors by preparing client investment materials, including stock lists and analyses of ETFs, mutual funds, and annuities.
- Updated portfolio review materials, variance reports, and asset allocation documentation to enhance clarity and support annual client reviews
- Conducted investment research, documented client meeting notes, and facilitated follow-up requests to ensure comprehensive client service
- Managed advisor expense reports and served as a professional point of contact for clients and external wholesalers.
Intern
Vertex Associates
London, United Kingdom
06.2024 - 07.2024
- Screened and edited candidate CVs, managing LinkedIn outreach and communications to enhance candidate engagement for accounting and finance recruitment.
- Supported payroll administration and recruitment operations, ensuring accuracy and meeting tight deadlines to maintain workflow continuity.
- Organized and maintained Excel trackers to coordinate client networking events, facilitating operational efficiency and improving team collaboration.
Education
Bachelor of Science - Finance
University of Colorado At Boulder
Boulder, CO05-2026
Skills
- Portfolio management
- Client relationship management
- Microsoft Excel proficiency
- Organizational skills
- Investment research
- Reliability in tasks
- Attention to detail
- Dependability and punctuality
Affiliations
- Skiing, Traveling, and Live Music
Timeline
Client Associate Intern
Merrill Lynch
05.2025 - 07.2025
Intern
Vertex Associates
06.2024 - 07.2024
Bachelor of Science - Finance
University of Colorado At Boulder