Rayane Bouarab
New York,NY
Summary
Wall Street wealth management associate with background in developing, managing, and retaining client relationships. Skilled in creating customized financial strategies to meet unique client needs and objectives. Instrumental in maintaining the highest level of service standards, demonstrating strong analytical abilities, and communication skills. Previously contributed to business growth by successfully onboarding new clients and fostering existing relationships.
Overview
2
2
years of professional experience
Work History
Wealth Management Associate
Infiniti Capital Management
Wall Street, New York City, NY
08.2024 - Current
- Assisted in managing high net worth client investment portfolios, ensuring alignment with financial goals and risk tolerance.
- Conducted market research and analysis to provide data-driven recommendations for investment strategies.
- Collaborated with senior advisors to develop personalized wealth management plans for high-net-worth individuals.
- Utilized financial modeling tools to project portfolio growth and evaluate investment performance.
- Monitored industry trends to help optimize clients' portfolio allocations and insurance plans.
Sales Associate
Infiniti Capital Management
Wall Street, New York City, NY
08.2024 - Current
- Assisted in identifying and pursuing potential clients through targeted outreach and personalized financial solutions.
- Participated in sales meetings with prospective clients to explain employee insurance plans and investment opportunities.
- Developed client proposals and presentations, showcasing tailored wealth management services and portfolio growth strategies.
- Conducted competitor analysis to identify market trends and potential business development opportunities.
- Managed client relationships, responding to inquiries, and ensuring client satisfaction with financial products and services.
Information Technology Assistant
Augustana College ITS
Rock Island, Illinois
09.2022 - 07.2024
- Assisted in the evaluation and optimization of campus-wide technical infrastructure, including Wi-Fi networks and data management systems, using data-driven analysis to improve performance and user experience.
- Collected and analyzed usage data to inform decisions on system upgrades, security policies, and resource allocation.
- Collaborated with cross-functional teams to identify and implement cost-effective solutions for enhancing network reliability and scalability.
Education
Bachelor of Arts - Finance
Augustana College
Rock Island, IL06-2026
Bachelor of Arts - Business Intelligence
Augustana College
Rock Island, IL06-2026
Skills
- Financial Analysis
- Data Analysis
- Investment Management
- Client Relationship Management
- Sales and Negotiation
- Technical Proficiency
- Team Collaboration
- Communication Skills
- Problem Solving
- Time Management
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Arabic
Native/ Bilingual
Spanish
Professional
Portuguese
Limited
Affiliations
Rho Nu Delta Fraternity
- Engaged in community service initiatives, promoting leadership and academic excellence among peers.
- Participated in networking events, enhancing professional development and building relationships with alumni and industry professionals.
- Contributed to organizing social and philanthropic events that fostered brotherhood and community involvement.
Augustana Soccer Club
- Competed in intercollegiate soccer matches, demonstrating teamwork, discipline, and commitment to athletic excellence.
- Assisted in organizing practice sessions and team events, fostering camaraderie and enhancing team dynamics.
- Actively participated in fundraising activities to support the club’s operations and community outreach programs.
Timeline
Wealth Management Associate
Infiniti Capital Management
08.2024 - Current
Sales Associate
Infiniti Capital Management
08.2024 - Current
Information Technology Assistant
Augustana College ITS
09.2022 - 07.2024
Bachelor of Arts - Finance
Augustana College
Bachelor of Arts - Business Intelligence
Augustana College
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