Private Wealth Management Intern
ONE Wealth
Jul 2024 - Aug 2024 (2 months)
-Conducted in-depth research on specific sectors to identify investment opportunities and assess market trends.
-Evaluated client portfolios based on individual risk appetites and financial goals to recommend suitable asset allocations.
-Analyzed non-public investments, including structured products, to understand their risk-return profiles.
-Gained insights into leveraged buyouts (LBOs), including deal structuring, financing mechanisms, and value creation strategies.
- Sat in on client meetings, observing discussions on investment strategies, market outlooks, and wealth management solutions.