Sep 2024 – Present
Rochester, NY
Current
Portfolio Analyst
Financial Management Association
- I co-manage a student investment portfolio of more than $400,000. Our sector analysis and investment recommendations have helped it grow 15% year over year.
- Each week I write a research report on my sector using the Bloomberg Terminal, checking that the companies we hold are in good financial standing.
Jan 2026 – Present
Hybrid
Current
Member
Management Leadership for Tomorrow
- Accepted into a selective 18-month professional development program for high-achieving college students.
- Completed business case studies and assignments, including financial modeling in Excel.
- Attended conferences hosted by leaders from Fortune 500 companies and spoke with 10+ employees about the industry.
Sep 2025 – Feb 2026
Rochester, NY
Team Analyst
CFA Institute Research Challenge
- Our team placed 2nd overall at the West NY CFA Challenge for our presentation and report. I contributed the industry analysis and part of the financial model, using Excel and Bloomberg data.
- With a team of five, formulated an investment thesis and wrote a 20-page equity report on a public company.
- Built a complete valuation model, ran the risk analysis and presented our recommendation to a panel.
Sep 2025 – May 2026
Rochester, NY
Treasurer
Multicultural Business Association
- Cut spending by 10% by building structured Excel budget sheets that simplified event planning and made spending more transparent.
- Won the hackathon Corporate Code: An Entrepreneurial Challenge with a team of three, using financial modeling and Bloomberg data.
Jan 2026 – Feb 2026
Rochester, NY
Member
Momentum Leadership Development Program
- Took part in a multi-level leadership series focused on communication, collaboration and adaptability.
- Completed 5+ workshops, projects and leadership activities.