Andrew Duong

Bachelor's

Economics

Highline Wealth Partners

Investment analyst intern

• Tasked with client onboarding by tracking and updating client databases using excel pivot tables • Created analytic reports for model and client portfolios using JP Morgan analysis tool. • Formulated trading strategies by coding trade signals using technical analysis in MetaStock • Helped with the data entry of financial planning information into company financial planning software. • Generated weekly financial reports in excel and created slide decks with powerpoint for investment team • Created excel sheet templates to analyze model portfolios using YCharts API to track multiple data points.