Adam Raposa
Sector Analyst at Wildcat Investment Value Fund at Wildcat Investment Value Fund- Claim this Profile
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Bio
Credentials
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Johnson & Wales University Excel and Financial & Valuation Modeling
Wall Street PrepJan, 2021- Nov, 2024
Experience
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Wildcat Investment Value Fund
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Financial Services
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1 - 100 Employee
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Sector Analyst at Wildcat Investment Value Fund
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Jan 2022 - Present
- Prepared weekly analysis reports on portfolio positions, recording each sector's performance. - Analyze security and cash positions to identify discrepancies between allocation and benchmark. - Effectively pitched buy and sell proposals through PowerPoint - Prepared weekly analysis reports on portfolio positions, recording each sector's performance. - Analyze security and cash positions to identify discrepancies between allocation and benchmark. - Effectively pitched buy and sell proposals through PowerPoint
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Axis Wealth Partners, LLC
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United States
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Financial Services
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1 - 100 Employee
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Junior Financial Analyst
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Dec 2017 - Apr 2018
- Collected analysis on current portfolio positions, prepared portfolio summaries, highlighting trends in the market as well as key events. - Participated in client meetings - Created Excel template to filter client lead opportunities from data sheets provided by the firm. - Collected analysis on current portfolio positions, prepared portfolio summaries, highlighting trends in the market as well as key events. - Participated in client meetings - Created Excel template to filter client lead opportunities from data sheets provided by the firm.
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Education
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2019 - 2022
Johnson & Wales University
Bachelor of Science - BS, Finance -
2017 - 2019
Bristol Community College
Associate of Business Administration - ABA, Finance
Community
