Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.
Overview
Work History
Financial Advisory Intern
BridgepathCapital Limited, Malawi
07.2023 - 08.2023
Assisted senior advisors with portfolio management for optimized returns.
Completed ad-hoc tasks assigned by senior advisors, showcasing adaptability within the role.
Prepared detailed reports on investment performance, enabling informed decision making.
Contributed to team meetings by sharing knowledge on industry trends and best practices for advising clients.
Participated in networking events to foster new business connections and referrals.
Analyzed financial data and presented meaningful insights to senior management.
Aided constructive forecasting by assisting with financial model development.
Drafted reports on stock and bond health for periodic client communications.
Researched current economic trends and investment opportunities to stay abreast of financial markets.
Education
Bachelor of Arts - Development Economics
University of Malawi
Zomba, Malawi
08.2024
Skills
Microsoft Excel expertise
Cash Flow analysis
Data Interpretation
Team Collaboration
Effective Multitasking
Attention to Detail
Month-end reporting
Data Analysis
Project Management
Project Support
Economic forecasting
Teamwork and Collaboration
Problem-Solving
Effective Communication
Adaptability
Reading, Running , Swimming
These hobbies are not mere activities for me, they help to shape who I am and how i perceive the world. For instance, reading is a way I can explore different views and opinions on issues such as politics, economics and the different cultures of general society. This has helped me develop a more empathetic view towards different peoples situations and thus sharpened my critical thinking and problem solving skills. Running, on the other hand, has helped me hone patience and perseverance, especially in terms of my own personal goals and ambitions. My favorite hobby is most definitely swimming. I find moments of calm and peace within the waves that not only test my endurance but also enrich my personal development. Together, these reflect the values I uphold; curiosity, patience, endurance and adaptability.
Timeline
Financial Advisory Intern
BridgepathCapital Limited, Malawi
07.2023 - 08.2023
Bachelor of Arts - Development Economics
University of Malawi
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