Quantumvest

“This was my first finance internship and it prepared me well in both stock analysis and client-based communication. A huge advantage of this internship is that I reported directly to the CEO, who takes great care in mentoring all the interns. Ultimately, I learned how a firm deals with clients and improved my business acumen through things such as the stock trading game competition. The internship is also very flexible hours wise and the team is willing to accommodate you. ”

“Over the past semester, I’ve had the opportunity to gain extensive experience in the field of wealth management through Quantumvest’s Equity Analyst Internship. I originally sought out this opportunity because of the recommendation of two friends who had interned with Quantumvest previously; their advice regarding the skills that I would obtain throughout the development process such as the ability to analyze market behavior patterns and communicate findings effectively combined with frequent client engagement meetings were spot on. I feel like I have gained a holistic experience for my first wealth management internship and my learning opportunities with Quantumvest have steered me towards pursuing similar career paths in the future. For context about the internship experience, our first couple of weeks are spent going over educational material and learning about the strategies of the firm. Every single day of the internship is led by either the CEO and/or President which gives interns the chance to ask meaningful questions constantly. During these first couple weeks, interns go over things like market trend analysis with a variety of technical and fundamental metrics to help give direction for trades in the stock market. Additionally, we learned how to perform new client outreach during this period by practicing pitches with other interns and the CEO. The majority of the work done for this internship is equally split between equity research and client engagement. The equity research portion includes applying the technical and fundamental strategies learned at the beginning of the period to make investment recommendations throughout the semester. We also were assigned research papers periodically to help us explore new strategies and market patterns. For example, one of my white papers was on the variety of stop loss strategies and which strategy made the most sense for the Quantumvest portfolio. Another one was related to market behavior, specifically, analyzing the relationship between attention on a company and the companies’ stock price fluctuations. For the client engagement portion of the internship, we conducted new client outreach with the goal of raising capital for the firm. I grew more confident in my sales abilities and saw a drastic improvement in my understanding of how to communicate relevant hedge fund information. Furthermore, whenever an existing client had a meeting with the firm, interns were encouraged to be attentive to client meetings so that we could understand Quantumvest’s client relationship process. Overall, the constant hands-on experience throughout this internship helped keep me engaged and learning constantly.”