Open to opportunities

Abe Hoyos

@abehoyos

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Analytical finance student with hands-on private banking and equity research experience.

United States

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What I'm looking for

I seek an analytical role in finance or wealth management where I can apply valuation and portfolio skills, work with UHNW clients, and grow toward leadership.

I am a finance and accounting professional pursuing a BBA with strong academic performance (3.8 GPA) and targeted experience in asset & wealth management, equity research, and financial analysis. I have built valuation and DCF models, supported portfolio analysis on $150M+ in assets, and produced client-ready performance reports for UHNW portfolios.

I combine technical tools (Bloomberg, Excel, Tableau, FactSet basics, SQL basics) with leadership experience—directing a seven-member board, allocating an $8K budget, and co-founding a pro-bono consulting initiative that drove >20% sales growth for a local business. I deliver clear investment recommendations and communicate geopolitical and market insights to stakeholders.

Experience

Work history, roles, and key accomplishments

Scholar

SEO Career Program

Jan 2023 - May 2025 (2 years 4 months)

Selected for a competitive finance-focused program; completed case studies, delivered stock pitches, and engaged with industry professionals to sharpen technical and financial skills.

Case Analysis Financial Acumen Networking Professional Development Presentation Skills

Vice President

Pi Kappa Phi

Mar 2022 - May 2025 (3 years 2 months)

Allocated an $8K annual budget and directed a seven-member board to coordinate events that increased chapter membership by 40% and maintained a 90% member retention rate.

Budgeting Leadership Event Planning Team Management Communication

Analyst

Student Finance Association

Sep 2021 - May 2025 (3 years 8 months)

Built DCF models and comps, produced the Best Equity Research Report among 40+ peers, and delivered multiple stock pitches supported by Bloomberg and BamSEC data.

Equity Research Financial Modeling Pitch Investment Analysis

Summer Analyst – Global Private Bank

J.P. Morgan

Jun 2024 - Aug 2024 (2 months)

Developed valuation models and portfolio analyses on $150M+ in assets, flagged rebalancing opportunities that improved risk-adjusted returns, and pitched an SMA strategy that generated ~20% 1-yr gross return outperforming the S&P 500 by 500+ bps.

Valuation Investment Research Financial Modeling Equity Analysis Wealth Management PowerPoint

Financial Analyst Intern

Latino Communications Corp.

May 2023 - Aug 2023 (3 months)

Conducted market research and client surveys to identify growth drivers and customer preferences, summarized client meeting outcomes, and managed bookkeeping and expense tracking to ensure accurate financial reporting.

Market Research Survey Design Quickbooks Excel Financial Analysis Competitive Analysis Communication

Co-Founder & Project Manager

LocalData.ai Org.

May 2020 - Dec 2021 (1 year 7 months)

Advised a local catering business on a data-driven marketing strategy using customer feedback and segmentation, driving over 20% sales growth.

Data Analysis Project Management Customer Segmentation Market Research Strategy Development Stakeholder Management Excel

Education

Degrees, certifications, and relevant coursework

University of San Diego – Knauss School of Business

Bachelor of Business Administration, Finance & Accounting

Grade: 3.8 / 4.0

Activities and societies: Honors Program Scholar; Presidential Scholar; Magna Cum Laude; Relevant coursework: Financial Statement Analysis, Advanced Corporate Finance, Advanced Accounting, Investments.

Bachelor of Business Administration with concentrations in Finance and Accounting; graduated May 2025 with a 3.8/4.0 GPA and multiple academic honors.