Zachary Portnoy
Chicago,IL
Summary
Driven by a strong sense of community and a passion for leadership, I want to work for a firm that can leverage and hone my analytic, strategic, and organizational skills in pursuit of solving important problems. I believe I already have the soft skills and personality to succeed in finance, and through academia and work opportunities I have sharpened my technical skills, which I plan to master.
Overview
3
3
years of professional experience
Work History
Business Development Intern
ITC
Tel Aviv
06.2025 - 08.2025
- Company Overview: Israeli AI Smart Traffic Startup
- Researched U.S. traffic policies and competitor landscape (NoTraffic, Miovision, Iteris).
- Identified market opportunities and analyzed municipal funding for U.S. entry.
Research Assistant
How I Invest My Money
Chicago, USA
07.2025 - Current
- Produced chapter summaries and standardized materials for teaching use.
- Researched themes linking advisor stories to broader wealth insights.
Financial Planning Externship
The Externship
, Remote
06.2024 - 08.2024
- Shadowed financial planners and engaged in modern advisory practices.
- Collaborated on projects using both quantitative and qualitative analysis.
Financial Planning Apprentice
Sun Pointe Investments
, Remote
02.2024 - 04.2024
- Assisted with portfolio analysis, modeling, and research.
- Supported advisors with client prep and recommendations.
Brotherhood/Philanthropy Chair
Alpha Epsilon Pi, MSU
01.2023 - Current
- Organized fundraisers, managed donations, and coordinated events.
Education
Bachelor of Arts - Finance
Michigan State University
05.2026
Skills
- Financial analysis
- Market research
- Client relationship management
- Data interpretation
- Portfolio management
- Event coordination
- Team collaboration
- Project management
Affiliations
- I love golfing, playing basketball, vintage clothes and animals
Timeline
Research Assistant
How I Invest My Money
07.2025 - Current
Business Development Intern
ITC
06.2025 - 08.2025
Financial Planning Externship
The Externship
06.2024 - 08.2024
Financial Planning Apprentice
Sun Pointe Investments
02.2024 - 04.2024
Brotherhood/Philanthropy Chair
Alpha Epsilon Pi, MSU
01.2023 - Current
Bachelor of Arts - Finance
Michigan State University