Profile of Martin

Martin Investment Analyst Intern
5.0 (5 Reviews) 1 year experience USA
21.00$ /hr 84.00$ earned
AnalystFinancial PlanningInvestmentSeries 7StocksTeamworkTrading

Hi, my name is Martin Harvey and I am an Investment Analyst intern working at JP Morgan. I have been with the company for almost 2 years now and live in New York city where they’re headquartered.

The hours at at my job are quite long (as most banking analyst positions are) and I work sometimes on weekends too. My typical day is mixed between meetings, preparing pitch-books/presentations to my management team, and a TON of research and analysis of stocks and live transactions on the market.

New York city is a great place to live especially since I am close to the downtown area. The company offers great perks/benefits and are even paying to have me take my Series 7 which is great! I love what I do and my goal is to hopefully turn my internship into a full-time job at JP Morgan working as a Financial Manager.

If anyone out there is interested in JP Morgan and what it is like to work there as an Investment analyst, I hope you decide to select and chose me to connect with. I will be more than happy to provide all the necessary information you need to learn more about the company and how I was able to land the job! Prior to JP, I worked as a business analyst at Wells Fargo and a Wealth Management Intern at NorthWestern Mutual.

Work Experiences

  • Investment Analyst Intern

    JP Morgan Chase & Co.

    February 2018 - Now

    -Supporting financial valuation, discounted cash flow and multiples-based analyses.
    -Building and using financial models.
    -Preparing presentation materials and participating in deal pitches.
    -Conducting industry and product research.
    -Executing client transactions.

  • Business Analyst Intern

    Wells Fargo

    May 2015 - January 2016

    -Support a number of iHub work streams tied to risk, regulatory and internal business line initiatives primarily focusing on loan and leasing data.
    -Perform complex analysis of datasets, build data mapping, and conduct data validation.
    -Interact with business and technology partners across Wholesale such as Risk, Finance, Lines of Business, and Systems of Record owners.

  • Wealth Management Intern

    NorthWestern Mutual

    April 2014 - November 2014

    -Gain industry and organizational knowledge through daily business interactions and job assignments.
    -Develop business, financial and analytical skills needed for career in global wealth management and financial services.
    -Provide marketing and sales support to branches and their teams.
    -Perform market research.
    -Gain exposure to wealth management business, products, services and clients’ financial needs.

Certification

  • Series 7 (GSRE)

    Financial Industry Regulatory Authority (FINRA)

    March 2018 - July 2018

Education

  • Bachelors of Science (B.S.), Finance/Management

    Omaha University

    January 2014 - January 2018

Reviews

  • 60 minute session

    21.00$ February 02, 2019

    Awesome experience. They solved our customer related problems magically. Highly recommended.

  • 30 minute session

    10.50$ January 27, 2019

    Excellent person that shared valuable insights! I not only got to learn more about the company I wanted to work for (JP Morgan and Chase), but I also got to learn about working as an intern at other top companies as well. Definietly recommend talking to Marting if you're interested in going into finance or invesment/wealth management fields.

  • 60 minute session

    21.00$ January 31, 2019

    I paid for a 60 minute conversation and he provided me with some awesome feedback. He dove into the details of what it was like to work at his current job and how he even got hired. I even got to learn from him about what it was like working at Wells Fargo and NWM as well during the session. I asked him if he could potetnailly connect me with others working at JP Morgan and Chase and he said he would happily refer me and connect me with the hiring managers. We endedup connecting on LinkedIn and are friends. For what I paid for and what I got, I definietly recommend booking a session with Martin.

  • 60 minute session

    21.00$ January 31, 2019

    This was my first appoinment with them & I hope it will work for me very well.