http://www.quantum-vest.com

Quantumvest

About Quantumvest

Quantumvest is an industry leading investor in the world’s financial markets. We are fee-only, Fiduciary Advisors who always act in our clients’ best interest.

Quantumvest is focused on how the financial markets work. By understanding how markets move and translating that understanding into highly effective portfolios, we have built a track record of success. For almost a decade we have sought to deliver superior investment returns to our capital partners including pension funds, endowments, foundations, governments, and private individuals.

Quantumvest is an amazing place to push your boundaries and learn from the best. We are proud of our trading academy that we put each intern through. It teaches them how to analyze investments fundamentally and technically. Our Interns also compete against each other in a stock market game using our trading techniques. This allows them to get paper trading experience in the markets. By having trading experience, this gives them an edge over their peers when applying to their next internship. We also have a mentorship program that teaches them to be successful in all areas in their life. Giving back and teaching the new generation asset management and life skills is something we take great pride in. After their internship is complete, our interns go on to work at our firm and some of the best investment firms in the world.

Reviews

Equity Trading Analyst

August 2023 - December 2023 Phoenix, AZ
“My time at Quantumvest was an enriching experience. Mr. Roncancio values punctuality, self-motivation, and determination in interns. He expects his interns to work hard and be the best version of themselves. Responsibilities of this internship included reaching out to clients, creating pitch decks, and researching equities. Interns may also attend off-site client meetings with Mr. Roncancio and learn how to make it in the asset management industry. Mr. Roncancio provides guidance and maintains a positive, energetic office environment. This opportunity provided valuable insights into financial markets, sales, and client interaction. Being able to network with previous Quantumvest interns was extremely valuable, as many work fantastic jobs after the internship and are more than willing to connect, coffee chat, and help with other internship and job opportunities. ”

Equity Analyst Intern

September 2023 - December 2023 Los Angeles, CA
“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.”
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