What I liked
Not only did this internship serve as a key stepping stone to obtain my first paid internship in the Finance world with PwC, but I also gained lots of invaluable experience about portfolio management and client interaction within the Wealth Management division.
Coming into this internship, I had limited knowledge about how a private wealth management firm was run, as well as limited knowledge about client interaction and portfolio management. During my time with Quantumvest, I learned about various technical and fundamental indicators that help with entering and exiting trades on various securities like stocks and ETFs directly from the CEO of the firm. This type of mentorship is truly unique, and I can confidently say that shadowing Taylor on his day to day tasks on top of the mentorship he provides is an experience you will get no where else but Quantumvest. Furthermore, I gained in depth knowledge about how to field new clients for the firm, as well as maintaining interaction with these clients.
Most importantly of all, though, I feel like I've learned a lot about how to carry myself as a person going forward. Taylor is a great mentor and has taught me a lot about how to be professional, be punctual, and be great at what you do. All in all, this internship has been great for me both personally and professionally.