Portfolio Management Intern

During my tenure as a Research Analyst at Value Wealth Services in the high-value portfolio management sector, I provided investment recommendations for a diverse client base managing assets approximately worth a total of $200 million. 

My role, spanning from July to August 2022 and during the winter break from December 2022 to January 2023, involved analyzing market trends and leveraging insights from Morningstar and VeoOne. 

I successfully tracked and measured client portfolio growth, helping ensure we maintained an average 10% annual ROI. My analytical and presentation skills, particularly in Excel data analysis – creating concise and insightful charts – and PowerPoint slides were instrumental in identifying growth opportunities in sustainability, technology, and social media industries. 

In addition, I evaluated and consolidated historical data to contribute to a new book on investment planning, "Building on the Rule of 72."