Piper Orr
New York,NY
Summary
Motivated finance student with hands-on experience in portfolio management and investment strategies. Proficient in technology integration and effective communication, with a proven track record of enhancing client reports and analyzing market trends.
Overview
1
1
year of professional experience
Work History
Asset Management Intern
Fidelity Investments
Boston, MA
07.2026 - 08.2026
- Gained exposure to asset management and portfolio construction by analyzing investment strategies, market trends, and risk/return considerations across asset classes, contributing to stronger analytical insights.
- Analyzed financial data to inform investment strategies and enhance decision-making processes.
- Applied a cybersecurity lens to asset management, assessing financial data protection and cybersecurity risks to strengthen fraud prevention and enhance security controls for investment platforms and client assets.
- Co-developed the FidFuture Portfolio Challenge, a financial literacy and scholarship competition for high school students; designed the challenge structure, judging criteria, and scholarship/internship prize model, earning 1st place among all Fidelity high school intern teams.
Institutional Investments Intern
DHK Financial Advisors ($1.7 B managed)
Portsmouth, NH
06.2025 - 08.2025
- Created and enhanced investment quarterly client reports using a cloud-based performance aggregator (Addepar).
- Observed client quarterly report review meetings and presentations.
- Attended investment committee meetings discussing the structure of capital markets and behavioral finance.
- Involved with all aspects of a well-established investment advisor firm founded in 1992, specializing in working with small to mid-sized institutional investors.
Education
Bachelor of Arts - Financial Economics
Columbia University
New York, NY05-2030
High School Diploma -
Portsmouth High School
Portsmouth06-2026
Skills
- Financial analysis
- Investment strategies
- Risk assessment
- Data visualization
- Technology integration
- Effective communication
Timeline
Asset Management Intern
Fidelity Investments
07.2026 - 08.2026
Institutional Investments Intern
DHK Financial Advisors ($1.7 B managed)
06.2025 - 08.2025
Bachelor of Arts - Financial Economics
Columbia University
High School Diploma -
Portsmouth High School