Intramural sports (basketball, tennis, soccer, football, golf), fantasy sports, chess, puzzles, movies
Spencer Rubinstein
New York,NY
Overview
3
3
years of professional experience
1
1
Certification
Work History
Intern
WestGate Partners
Los Angeles, CA
09.2025 - 03.2026
- Intern at private equity firm acquiring and growing lower-middle-market residential and commercial businesses
- Sourcing and evaluating investment opportunities in residential and commercial services sectors
- Managing a team of student analysts, delegating responsibilities and overseeing sourcing, research, and deliverables
- Drafting investment memos and industry reports, presenting findings to senior partners and prospective investors
- Produce weekly “WGP Deal Digest,” tracking market activity and highlighting trends
Intern
Harbor Group International
New York, NY
06.2024 - 08.2024
- Intern at global real estate investment and management firm
- Conducted detailed financial analysis using Excel to ensure accuracy in rent data across multiple properties
- Maintained and updated transaction lists and internal rate of returns for investors, providing crucial financial metrics
- Uploaded and organized unit counts and other key property data, enhancing data accessibility and accuracy
- Updated trailing 12-month (T12) revenue and expense reports for properties for financial reporting and analysis
- Prepared and presented capstone project on AI-related marketing platform to senior members
Intern
Trillium Trading
New York, NY
06.2023 - 08.2023
- Intern at proprietary trading firm
- Collaborated with senior traders and mentors in daily trade reviews, enhancing decision-making, risk assessment, and real-time order execution skills
- Gained hands-on experience with Trillium’s proprietary trading platform through simulated trading, strengthening quantitative, analytical, and market evaluation abilities
- Analyzed stock market data to find trading opportunities and support strategy development
Intern
Bay Crest Partners
New York, NY
06.2023 - 08.2023
- Intern at agency-only broker dealer for institutional clients
- Conducted financial services “Boot Camp”
- Prepared and presented case studies on catastrophic financial events of the 20th Century
- Worked with traders of various securities and financial instruments on trading desk
- Participated in training sessions by various Wall Street industry leaders
Education
Bachelor of Science - Finance
University of Maryland Robert H. Smith School of Business
College Park, MD12.2025
Skills
- Financial Modeling, Excel, Word, Investor Reporting, Market Research
LEADERSHIP EXPERIENCE AND EXTRACURRICULAR ACTIVITIES
- Friendship Circle, Volunteer, New York, NY 2020 – 2022
- Mentored teenager with autism; helped him with homework and played sports
Certification
Wall Street Prep Financial Modeling, Bloomberg Market Concepts,
LSEG Workspace
Interests
Timeline
Intern
WestGate Partners
09.2025 - 03.2026
Intern
Harbor Group International
06.2024 - 08.2024
Intern
Trillium Trading
06.2023 - 08.2023
Intern
Bay Crest Partners
06.2023 - 08.2023
Bachelor of Science - Finance
University of Maryland Robert H. Smith School of Business