Morgan Stanley, Investment & Wealth Management, Intern Jul 2013 – Sep 2013
- Collaborated with Senior Vice President to oversee investment portfolios totaling more than $150 million
- Used Bloomberg terminal to research equities, fixed income and alternative investments
- Provided clients with solutions to various issues from asset allocation to individual investment selection
Gurtin Fixed Income Management, Quantitative Research Analyst, Intern Jun 2013 – Jul 2013
- Developed and designed quantitative yield curve models coding with MATLAB
- Conducted research on the effects of macroeconomic variables on the yield curve using numerical and econometric techniques, and wrote research reports to communicate investment strategies
- Cooperated with quantitative analysts to assess fixed income investment using Bloomberg terminal
UBS, Stock Portfolio Management, Intern Jun 2012 – Aug 2012
- Managed a $1 million growth stock portfolio and $1 million value stock portfolio with Senior Vice President
- Collected, organized and analyzed economic, industry and firm data
- Conducted fundamental analysis and technical analysis to evaluate holdings and to select new stocks