William Lindsey
Sugar Land,TX
Summary
Data-driven investment research intern with a passion for financial analysis and investments. Proven ability to work effectively in teams and independently, with a strong focus on detail and communication.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Intern- Investment Research
Crossmark Global Investments
05.2024 - 08.2024
- Exhibited strong data analysis skills by reviewing and presenting qualitative data for equity portfolio management
- Created Excel spreadsheets to graph and analyze data; utilized Barra for portfolio reconstruction
- Assisted in creating a PowerPoint presentation for a portfolio
Intern - Investment Research
Crossmark Global Investments
05.2023 - 08.2023
- Exhibited strong data analysis skills by reviewing and presenting qualitative data for equity portfolio management
- Executed investment research projects for portfolios with value-based restrictions including FactSet data entry
- Collaborated with the Head Trader to learn about securities trading and daily cash flow management
Camp Counselor
Sienna Gymnastics & Karate
05.2023 - 08.2023
- Supervised and led summer camp attendees aged five to ten years old
- Ensured children's safety, coordinated activities, and taught new skills
Intern - Sales & Marketing
Crossmark Global Investments
05.2022 - 08.2022
- Conducted data entry projects in Microsoft Excel, Bloomberg, and Salesforce
- Prepared marketing kits for wholesalers for meetings with financial advisors
Education
Bachelor of Business Administration in Economics - Economics
Texas A&M University
College Station05.2026
Skills
- MS Word, Excel, PowerPoint, Fact Set
Websites
Highschool
Strake Jesuit College Preparatory
Certification
Envestnet Institute, April 2024
Interest
Data-driven investment research intern with a passion for financial analysis and investments. Proven ability to work effectively in teams and independently, with a strong focus on detail and communication.
Leadershipexperienceandactivities
- Dominican Republic, 06/2023, Mission of Hope, Supported local communities by building roofs., Presented business seminar to local community in the Church
- Houston, TX, 05/2018 - 05/2022, Volunteering, Performed over 150 hours of service during high school with West Houston Assistance Ministries, Houston Food Bank, and Catholic Charities - Mamie George Community Center
- College Station, TX, 4/2023 - Present, Financial Management Association., Listened to speakers from wealth management companies, public banks, and asset management firms. Met weekly with peers to discuss and further knowledge of the financial industry
- Orlando, Florida, 4/2024. Kingdom Advisors Conference.,Attended the Kingdom Advisors Conference with other students. Participated in workshops with advisors and attended portfolio managers meetings about a new ETF. Networked with financial firm representatives to learn about their culture and success strategies
Timeline
Intern- Investment Research
Crossmark Global Investments
05.2024 - 08.2024
Intern - Investment Research
Crossmark Global Investments
05.2023 - 08.2023
Camp Counselor
Sienna Gymnastics & Karate
05.2023 - 08.2023
Intern - Sales & Marketing
Crossmark Global Investments
05.2022 - 08.2022
Bachelor of Business Administration in Economics - Economics
Texas A&M University
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