• Performed market research on various companies.
• Wrote and updated periodic notes for different companies that are published for institutional clients/investors.
• Gathered data in different market segments for the periodic notes.
• Updated financial models used to predict a company’s earnings.
January 2016 - April 2016
Investment Advising Intern at Thomas Roulston Investment Partners
• Performed equity research on a variety of different stocks and issued a buy, sell or hold opinion.
• Managed clients’ investments using Folio Institutional.
• Performed benchmark analysis for a multitude of mutual funds using Yahoo Finance, Morningstar and Bloomberg.