Quantumvest

Equity analyst

May - August 2023 • Phoenix, AZ

What I liked

At Quantumvest, you are given the chance to learn under Austin and Taylor, brothers that have paved their way in this industry when so many others couldn't. You will get to see the inner workings of portfolio management with the direct support and guidance of the CEO and president- which is a privilege that not many will ever get to experience. This job is not for the undedicated. It requires a lot of hard work and commitment, but in the end will teach you so much.

What I wish was different

I wish I had done this earlier into my college career.

Advice

Be open minded and always come ready to learn the most that you can.

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Equity Analyst Intern

August - December 2022 • Los Angeles, CA

What I liked

Great way to learn about the wealth management business. You get to work directly with the CEO and get to see a lot of insight into actual logistics of the business, not just the stuff you learn in school. Great way to improve on your sales skills since you spend about half of your day cold calling clients (the other half is spent either trading or helping with analysis). Sometimes we'll go out and actually meet the clients in person which is fun. Also get a good introduction into technical analysis based trading.

What I wish was different

Advice

If you can, try to make it 3 days per week instead of 2, because the days can get pretty long.

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Equity Trading Analyst

August - December 2023 • Phoenix, AZ

What I liked

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.

What I wish was different

Advice

Be ready to work, buy in, if you aren't good at waking up early, aren't willing to wear a suit, this isn't for you.

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Equity Analyst

January - April 2023 • Phoenix, AZ

What I liked

This internship was an amazing stepping stone for me into the world of Finance. I learned what I should expect moving forward in my career and if this is the field for me. It was my very first internship and it was a great choice because I learned to be punctual, detail-oriented, and got a feel for the real world that lies ahead. I gained and built many skills for example sales, which I learned is one of the most important skills that people who work in Finance should be strong at. We learned how to change tones depending on the situation, how to ask questions to understand the client’s needs, and how to provide solutions to those needs so that the client would consider working with our firm. Another skill was managing my own portfolio on a website called Wall Street Survivor where we had a competition between interns. The simulation allowed us to compete and see who managed the best portfolio at the end. The CEO and President, both helped us throughout the internship and gave us all the information and advice needed to succeed. If you are willing to put in the effort, this internship will equip you with many skills to have a bright future in the finance world.

What I wish was different

Nothing

Advice

Ask questions and put in the effort; it will all pay off in the end.

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Equity Analyst

August - December 2022 • Phoenix, AZ

What I liked

This internship is the closest job you could have to being an advisor. Great hands on approach really allows you to grow and learn what it takes to make it in this business. Very strong office camaraderie that allows for you to work as a team and compete against your peers as well.

What I wish was different

I was part of the fall semester intern class so I only had 3 days of work a week. With such great hands on learning I do wish that I could have worked more days.

Advice

Work hard and try to learn as much as you can. Its a great experience and opportunity.

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Equity Analyst Internship

January - May 2025 • Scottsdale, AZ

What I liked

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.

What I wish was different

I would have enjoyed doing a deeper dive into fundamental analysis strategies through Quantumvest. However, since Quantumvest mainly conducts technical analysis for their investment strategies, it makes sense why you would be less exposed to financial statement analysis.

Advice

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Equity Analyst

January - May 2025 • Los Angeles, CA

What I liked

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.

What I wish was different

The work was a little challenging sometimes but the CEO was very helpful and guided me throughout the process.

Advice

Be sure to work hard and make use of all of the skills that the CEO (Taylor) teaches you.

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Equity Analyst

August - November 2024 • Los Angeles, CA

What I liked

I enjoyed this internship because it offered a perfect blend of hands-on learning and mentorship. The trading game was a standout experience, sharpening my market instincts in a competitive yet supportive environment. Creating pitch decks for institutional investors gave me practical exposure to presenting ideas effectively while attending client calls and meetings provided valuable insights into professional communication. Learning the firm’s strategies deepened my understanding of the market, and the CEO’s mentorship, including taking us to dinner, created a welcoming and inspiring atmosphere. This experience truly boosted my confidence and equipped me with essential skills for a future in finance. In all, if you ever want to break into Wall Street, this is a perfect starting point!

What I wish was different

I wish this internship could be longer so that I could learn more;)

Advice

Always walk in with great confidence and a big smile on your face.

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Equity Analyst

May - June 2024 • Miami, FL

What I liked

During the internship at Quantumvest, I felt that I learnt a lot through first-hand experience in working for CEO Taylor Roncancio. There were many opportunities for me to develop as a future member of the world of finance and a person through the mentorship of Taylor. Having first-hand experience of how Taylor dealt with clients in real time was a particular highlight for me as I was able to learn the different techniques applied when dealing with problems faced from clients as well as Taylor’s proven personal investment strategy. As interns, we also participated in a trading simulator game which helped put into practice what we were taught.

What I wish was different

Nothing.

Advice

Be ready to work hard and you will get a lot out of this internship as a result. The more you put in, the more you’ll get out. Keeping motivated is key.

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Equity Analyst

January - April 2022 • Phoenix, AZ

What I liked

During the internship, I really enjoyed learning what it takes to be successful in the advisory business. Learning about portfolio creation and analysis was a very interesting part of the internship. Interns participate in a stock trading simulation where you compete amongst each other, and in order to be successful and competitive in the game interns need to have full understanding about how to analyze market trends. Also, Austin Roncancio is a great teacher when it comes to teaching us about relationship building and client interaction, a lot of the reason why I have gotten this far in this internship is heavily due to his guidance.

What I wish was different

Hearing about past interns experience of the internship.

Advice

Be ready to work hard, and be coachable. It will be worth it, but if you are unwilling to put in the work then you will not succeed. In the end, it will be.

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Equity Analyst Intern

January - April 2022 • Phoenix, AZ

What I liked

If you want to become elite and see what the world of finance is actually about, I would highly suggest applying to Quantumvest. Each day you come into the office you get to work directly with the President and CEO of the company and learn the ins and outs of the industry. They supply you with tools like training courses and stock games to enrich your knowledge of stocks and crypto trading. You will also receive real world sales training as well as financial training. This internship allowed me to step into the world of finance and learn things about the stock market that I never even dreamed of. Working at Quantumvest has prepared me for the real world and made me into the professional I always knew I would become.

What I wish was different

Nothing

Advice

You have to come in ready to work, it's all about hard work here. But if you have an open mind it will pay off for you big time.

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Equity Analyst

January - April 2022 • Phoenix, AZ

What I liked

During the internship, I gained real world experience with retirement accounts. This internship provided experience in client services, which is critical to better prepare anyone interested in financial advising/planning. My position heavily focussed on researching new possible buying opportunities to include in the company portfolio. The stock trading game was vital experience in order to further understand how the stock market works. This position allowed me to be involved in almost every aspect of the business and sets anyone up for success in the industry.

What I wish was different

Having previous interns of Quantumvest come speak with us to describe their success and the benefits they received from the internship. I received many enlightening stories from past interns later on in the semester, but I wish this part was presented earlier in order to provide inspiration from the start.

Advice

This internship is for highly motivated and strong minded individuals who want to be industry leaders one day. So if you are not committed to your success, this may not be the internship for you.

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Equity Analyst

May - August 2022 • Los Angeles, CA

What I liked

Working at Quantumvest was a great experience. Mr. Roncancio expects the interns to be punctual, self-motivated, and determined. Interns are tasked with reaching out to prospective clients, creating pitch decks, and conducting research on various equities. In addition, interns are brought to in-person client meetings that are held out of the office. Throughout the whole process, Mr. Roncancio is there to offer guidance and answer any questions you may have. He is big on bringing energy to the office every day, so expect an upbeat environment. Overall, through this experience, I gained a lot of knowledge about the financial markets, sales, client interaction, and more

What I wish was different

Advice

Be punctual and be ready to learn about the financial markets.

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Equity Analyst

January - May 2024 • Miami, FL

What I liked

Quantumvest truly changed my life for the better. This internship not only taught me skills & relationships that will last a lifetime, but also helped me earn my dream summer internship with Citi doing advisory. Taylor, CEO of Quantumvest, was a direct mentor & helped me develop my mind & skillset to be successful in finance. Through hard-work & self-belief, this internship was highlighted with a pitch to a billion dollar family office. This pitch would help me get direct experience in a client facing role, an opportunity someone in college will rarely experience. The pitch was a massive success, and helped Quantumvest secure over a million in funding. While my time at Quantumvest is coming to an end, this experience & lessons learned directly helped me land my dream summer internship at CitiBank (where I will be making tens of thousands of dollars as a summer intern & a six-figure salary starting out of college). I can not thank Taylor and the Quantumvest team enough for giving me the ability to break into high-level finance and teaching me what it takes to make it as an adult. Again, I speak the highest praises for this company & CEO.

What I wish was different

Advice

Be ready to work hard & ask questions. Go into this internship with an open mind & drive to learn.

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Equity Trading Analyst Intern

May - August 2022 • Los Angeles, CA

What I liked

I liked how we went through a trading course where we learned different trading strategies. The course taught me a tremendous amount about the market and what to watch out for. I really enjoyed working with other interns while being immersed in the financial market. I learned how to talk to clients here at Quantumvest. I learned how to recognize trends and different key levels for the market. I learned various trading strategies to help both clients and myself when trading. I enjoyed talking to clients and being able to have real world experience. It is drastically different from the class room and the stakes are higher and it helps to learn from the best.

What I wish was different

Advice

One piece of advice is to continue to ask questions as the CEO is there to help you learn and grow as a person. He is spending his valuable time with you so don't waste your time while you are here.

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Equity Trading Analyst Intern

June - September 2022 • Los Angeles, CA

What I liked

This internship gave me a great insight into the wealth management industry. I had the chance to study and analyze markets under the senior portfolio manager. This gave me a great understanding of both fundamental and technical equity analysis and portfolio management. Another important facet of this internship is the chance to interact directly with clients. This cultivated my ability to build rapport with active as well as potential clients. The CEO acts as an involved mentor with all employees, and provides guidance on personal and professional development. This internship has been invaluable in shaping my understanding of markets and client relationships.

What I wish was different

Advice

Be prepared to work hard and be challenged while doing this internship. If you are eager to understand market and further your knowledge, you will definitely succeed in this internship. Ask questions early and often and you will take a lot of important things from this internship

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Equity Trading Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

The internship was a great opportunity for me to gain exposure into the hedge fund and asset management industry. I've learned so much within this internship, from portfolio management to client relations. My understanding of the financial world was able to flourish here, and I would recommend it to any student looking to breakthrough and gain more experience in the industry. The highlight of the internship to me had to be working closely with the CEO and President of the company throughout the program. They've taught me so much about both the industry and life, and took on a strong mentorship role to me and my fellow interns.

What I wish was different

N/A

Advice

My advice would just to always show up on time and soak in as much information as possible from these guys, because they have a lot of experience and knowledge that will help you grow in both your career and life.

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Equity Analyst

May - July 2022 • Scottsdale, AZ

What I liked

This internship is quite my first time working in financial industry in the U.S., I was allowed to interact with CEO & presidents, learning from them and getting familiar with how financial services company run in the everyday basis. I was also be able to laern and paractice the cold call skills and get used to it. Moreover, be able to learn stocks analysis and discuss them with CEO & Presidents is really a plus!

What I wish was different

Nothing.

Advice

This internship requires hardworking and decipline, once get through with it, will learn a lot from it.

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Equity Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

This internship was a great way to get me introduced to working in finance. I learned a lot of valuable skills including technical analysis and sales. Throughout the internship I participated in a trading course and manage your own portfolio to compete against other interns. This gave me experience in portfolio creation and management, and I have been able to effectively use this outside of the internship. Having little experience before coming into this internship, learning directly from the CEO and President was very valuable. Learning from their past experiences allowed me to understand what a future career in finance entails and what it takes to make it.

What I wish was different

Advice

Be prepared to work hard, the internship is fun but you need to be able to get your work done efficiently.

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Equity Analyst Intern

May - August 2023 • Phoenix, AZ

What I liked

The main thing I enjoyed while interning at Quantumvest was the mentorship. Austin Roncancio was amazing at breaking down the financial markets and how the finance industry worked as a whole. I learned how to use technical data to evaluate investments, how to create investment strategies for investors, and many other essential skills. My financial knowledge before was very basic, but with the help of the leadership at Quantumvest, I can now confidently move more into the financial world.