Financial Analyst, Private Wealth Management

Incoming Financial Analyst in Private Wealth Management at Goldman Sachs.

Prepared to support private wealth management activities and serve high-net-worth client needs in Los Angeles.

Supported financial advisors with client service, research, and analysis related to investment strategies and wealth planning. Developed business acumen and knowledge of financial markets through advisor shadowing.

Completed portfolio reviews, asset-allocation rebalancing, capital-raise activities, and trade recommendations for ultra-high-net-worth clients.

Assisted with the development and execution of financing solutions for municipal and government clients. Contributed to the successful closing of a $74 million deal.

Conducted research, analysis, and preparation of financial documents, presentations, and weekly market updates. Collaborated with company partners and presented work to the CEO in support of public-finance projects.

Gained hands-on exposure to NFL league objectives and case-study resources through a remote business program.

Consulted with the team to develop business-plan concepts, a budget, revenue model, and funding strategy.

Selected as one of 100 second-year athletes for a five-part fellowship preparing BIPOC students for banking careers. Completed more than 20 hours of virtual instruction in accounting, technical interview preparation, and industry-specific topics.

Collaborated with five athletes and an investment-banking head coach to develop a final buy, sell, or hold recommendation and price target for Warburg Pincus leadership.

Placed fourth among 20 teams after presenting an investment thesis on the Vanguard Information Technology ETF to Morgan Stanley's Fixed Income Division in New York City. Received a score of 52 out of 60 and unanimous positive feedback from the judging panel.

Performed profit-and-loss scenario analysis across three potential future asset states to project investment returns and losses. Created an investor profile and master documentation package for Morgan Stanley leadership and the Diversity and Inclusion Advisor.

Dedicated more than 20 hours per week to NCAA Division I soccer responsibilities, including practice, training, film sessions, meetings, games, tutoring, travel, and community service.

Provided inclusive and accountable team leadership while developing communication, critical thinking, resiliency, teamwork, and time-management skills.

Supported students in understanding Algebra I, Algebra II, Calculus, and Spanish course materials.

Committed more than 15 hours per week to peer education and academic support to help students achieve their learning goals.

Organized and led an anti-racism town hall during the pandemic for more than 200 virtual participants, supporting community discussion, peaceful protests, and petitions.

Directed fundraising for the HBCU College Gap Fund, raising more than $20,000. Also led a mask fundraiser that donated more than 400 masks to a local hospital.

GPA: 3.76/4.0. Relevant coursework includes Microeconomics, Macroeconomics, Business Communications, Financial Accounting, and Managerial Accounting.