Highlights:

Skills:Python, Portfolio Management, Investment Analysis, Excel Proficient, MS Office Proficiency, Financial Products, Quantitative Data Analysis, Problem-Solving, Strong Work Ethic, Fast Learner, Team Player, Financial Analysis, Written Communication, Oral Communication

Certification:Bloomberg Market Concepts Certified Excel Certification The University of Michigan Coursera Python Course Certification

Honor:Dean’s List Highest Honors Summa Cum Laude St. Mary’s Gateway Scholarship Tennis Team Scholarship

Investment Research Analyst Intern 05/2024 - 08/2024
Sendero Wealth Management, San Antonio, Texas United States
Collaborated on institutional client allocation analysis, due diligence efforts, and portfolio oversight while leveraging quantitative models to identify investment opportunities and assess risks across asset classes.
- Analyzed 12+ institutional client allocations against the 2023 NACUBO study and collaborated with the CEO and CIO on a Request for Proposal for a university endowment. - Participated in 10+ manager due diligence meetings, assisting with meeting preparation and documentation for managers ranging from long-only equity to event-driven hedge funds. - Evaluated in-house economic and manager screening models using Excel with input data from Bloomberg, FactSet, eVestment, Pitchbook, and Morningstar to identify sources of alpha across asset classes. - Assisted portfolio managers in overseeing portfolios for 50+ clients, ensuring alignment with clients' long-term financial objectives. - Conducted thorough due diligence on a long/short credit manager, including research on limited partnerships and long-lock options, to assess investment potential and risks.--
Real Estate Research Analyst Intern 06/2023 - 08/2023
Keller Williams, Dallas , Texas United States
Led strategic initiatives to optimize targeting and boost interest, improved client satisfaction through data analysis, and supported real estate investment decisions with market research and analytical reports.
- Executed strategic initiatives during showcases, collecting data to optimize targeting and increasing interest by 20%. - Boosted engagement and satisfaction using quantitative analysis, improving client satisfaction by 12%. - Researched price trends, demographics, and sales data to support strategic investment decisions in real estate. - Produced analytical reports on property valuation and market trends, contributing to data-driven recommendations for clients.--
Finance Intern 05/2022 - 08/2022
Montclair Golf Club, West Orange , New Jersey United States
Collaborated with the financial team on data analysis, budgeting, and reporting to support decision-making and financial planning.
- Communicated with the financial team on comprehensive data analysis and documentation, leading to precise budgeting. - Developed financial reports and forecasts, providing insights that guided decision-making and financial planning.--

St. Mary's Universtiy 08/2021 - 08/2024
San Antonio, Texas , United States
Degree: Bachelor's Degree
Major:Finance and Risk Management
Treasurer of Investment Club Tennis Team Captain Student Government Senate SAAC (Student Athlete Association Committee) Representative Member of Gamma Iota Sigma

Oskar Irdoja Resume