Equity Research Analyst

• Jul 2023 - Present

Selected as 1 of 12 students for highly competitive student-managed fund to present potential long-term investments to a board of directors in equity fund exceeding $1.6 million AUM. Conducting research on the US economy and financial markets, and analyzing publicly traded companies using financial models to identify growth opportunities and risk factors for stock performance. Selected as 1 of 12 students for highly competitive student-managed fund to present potential long-term investments to a board of directors in equity fund exceeding $1.6 million AUM. Conducting research on the US economy and financial markets, and analyzing publicly traded companies using financial models to identify growth opportunities and risk factors for stock performance.

Global Investment Research Analyst, Fixed Income & Commodities Team

• Aug 2023 - Present

Leading 3 Research Associates from the newest team in the Global Investment Research (GIR) division at the club, and consolidating a research report to identify potential investments in corporate bonds and commodities ETFs.

Global Investment Research Associate, Fixed Income & Commodities Team

• Dec 2022 - Jul 2023

Researching companies and analyzing their solvency and profitability to determine investment opportunities in corporate bonds. Analyzing potential investments in Commodities' ETFs. Participation in bi-weekly reports that provide financial, strategy, and risk analysis.

Facilities Staff Member / USF Recreation & Wellness Center

• May 2023 - Present

LLC Tutor

• Mar 2023 - May 2023

Provided tutoring in Principles of Financial Accounting, Business Calculus, and Principles of Microeconomics for students in the Muma Living Learning Communities (LLC) Program.

Advisor Support Specialist

• May 2023 - Aug 2023

As an Advisor Support Specialist, I exercised my selling skills by proactively reaching out to leads to determine potential financial advising opportunities. Furthermore, I collaborated with a team of specialized advisors to help clients assess their financial needs and make informed decisions around their 401k plans, investments, and tax mitigation strategies. I supported the District Manager by modeling portfolios and producing informative, visually engaging PowerPoint presentations to communicate investment strategies and recommendations. Also, I had the opportunity to attend to client meetings and enhance my communication skills. Show less

Purchasing Analyst - Intern

• Jan 2022 - Jul 2022

As Purchasing Analyst, I was accountable for managing the acquisition of goods according to requests and budgets to fulfill product needs, overseeing on time delivery, by connecting internal clients with 400+ national and international suppliers. Consequently, I Issued RFQs and processed over 500 purchase orders, paying close attention to detail while considering their quality, price, warranty, and technical specifications. I learned to work in a fast-paced environment by managing multiple purchase requisitions simultaneously (12-weekly on average), and participated in research by creating an index to classify suppliers based on their corporate responsibility to increase the sustainability of the department. Show less

President

• Jan 2021 - Dec 2021

Led a group of 75+ business administration students in planning and organizing events for the business sector, collaborating with the University Welfare Office and the Dean of the Business School. Coordinated volunteering and fundraising efforts for underprivileged communities. Developed strong leadership, communication, and organizational skills, as well as a passion for business and community involvement. Led a group of 75+ business administration students in planning and organizing events for the business sector, collaborating with the University Welfare Office and the Dean of the Business School. Coordinated volunteering and fundraising efforts for underprivileged communities. Developed strong leadership, communication, and organizational skills, as well as a passion for business and community involvement.

Teaching Assistant - Financial Management

• Aug 2021 - Nov 2021

Tutor - Calculus III

• Feb 2020 - Nov 2020

Director of Finance

• Jul 2019 - Jun 2020

Co Director of Finance

• Jan 2019 - Jun 2019