Quantumvest

Equity Analyst

September - December 2022 • Los Angeles, CA

What I liked

Great work environment, lots of opportunities to learn, boss was very understanding. Enjoyed experience working with client outreach. This position offered a great chance to learn about how to work in the wealth management industry and actively manage a portfolio. It also provided the opportunity to work alongside other like-minded individuals with similar goals and aspirations.

What I wish was different

Advice

Risk management is the most critical part of trading - making sure capital is conserved and not at large risk of being lost naturally makes it much more likely for a trade to be profitable.

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Equity Analyst

September - December 2022 • Los Angeles, CA

What I liked

This was my first professional experience in the finance industry. I am an atypical case as I actually found the company through twitter and made conversation with the CEO to see if I'd be a good fit. So, off the bat, I like that the company was willing to give me a chance even though I didn't go about the hiring process the "normal" way. I enjoyed all the other guys that were in here as well. Everyone is on the same mission so having a good group of guys doing the same work as you puts you in the right headspace. I learned a lot about the business but moreover received personal mentoring on how to be a better version of myself, which is invaluable coming from someone who has the results I want in my career. As the saying goes, I don't take advice from people less successful than me.

What I wish was different

nothing

Advice

Be ready to work hard. It a fun environment but remember the mission. You will get along with the other guys and work together, and make valuable connections for down the road.

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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 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 Analyst Intern

May - August 2022 • Phoenix, AZ

What I liked

This internship with Quantumvest was great in terms of breaking into the world of finance and wealth management. From day one, we as interns got exposure to the inner workings of a successful advisory firm, from client procurement, to actual portfolio management, to learning about fundamental and technical analysis techniques that are utilized in this space to make investment decisions. My knowledge of investment strategy, as well as what it takes to run an advisory firm was day and night following my internship with Quantumvest.

What I wish was different

It would have been nice to hear more about how previous interns succeeded within their role at this company.

Advice

As long as you are willing to work hard, and ask plenty of questions, you are given you the tools you need to make this internship one that will allow you to learn & thrive. You will get from this internship what you put into it.

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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

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 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

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 Research Analyst

January - May 2022 • Los Angeles, CA

What I liked

This internship is an excellent opportunity to learn about the complex world of finance directly from the CEO and President of an investment firm. In this internship you will learn about the fundamental and technical analysis of equities including stocks and cryptocurrencies, how to write a report on an equity, and how to manage a large scale investment portfolio. The internship also provides you with the confidence and know-how on how to build and maintain connections with new and existing clients. The CEO and President are your mentors and guides not only in the industry but also in building a strong and positive mindset that allows you to excel in all aspects of your life. This internship provided me with the opportunity to learn and develop skills that have allowed me to be a standout candidate for other opportunities within the industry and continue on my journey in finance.

What I wish was different

Advice

This internship is for hardworking individuals; individuals who are willing to take advice, are excited to experience the real world of finance, and are eager to learn what it takes to succeed. For those who possess these qualities, this opportunity will be one where you learn, thrive, and enjoy your time here.

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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 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 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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