Open to opportunities

Bailey Morganlander

@baileymorganlander

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Aspiring finance professional skilled in financial modeling, data analysis, and research.

United States

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What I'm looking for

I am seeking analytical finance roles where I can apply financial modeling, empirical research, and client-facing experience to support investment decisions and grow toward senior analyst responsibilities.

I am a Master of Finance candidate with hands-on experience in wealth management, financial research, and data-driven analysis. I have built and maintained datasets using Excel and Python, and prepared equity and fixed-income research using Bloomberg and FactSet.

In internships and graduate assistant roles I supported client services for ultra-high-net-worth investors, created market summaries and research reports, and helped coordinate programs for international MSF students. I bring practical exposure to empirical research tools (WRDS, CRSP, Compustat) and proficiency in Python and Stata.

I am CFA Level I candidate with Bloomberg and FactSet certifications, a track record of teamwork from varsity athletics and investment clubs, and a commitment to delivering accurate, well-organized financial analysis to support investment decisions.

Experience

Work history, roles, and key accomplishments

Graduate and Research Assistant

Fordham University

Jun 2025 - Aug 2025 (2 months)

Organized and coordinated activities for ~45 international MSF students and supported research dissemination; collected, cleaned, and maintained empirical datasets from WRDS, CRSP, Bloomberg, and Compustat for analysis.

Data Cleaning Excel Python Compustat

Bartender

Montclair Brewery

Oct 2023 - Jan 2024 (3 months)

Maintained customer and staff relationships while managing high-volume bar service, ensuring order accuracy and balancing daily registers and sales reporting.

Customer Service Cash Handling Point of Sale Relationship Management Sales Reporting

Private Wealth Management Intern

Stifel Financial Corporation

Jun 2020 - Aug 2021 (1 year 2 months)

Supported ultra-high net-worth team by producing equity and fixed income research reports and daily market summaries using Bloomberg and FactSet; organized client information for an internal database of 800+ accounts.

Factset Equity Research Fixed Income Research Market Analysis Client Data Management Reporting

Education

Degrees, certifications, and relevant coursework

Fordham University, Gabelli School of Business

Master of Science, Finance

2024 - 2025

Activities and societies: Investment Banking and Private Equity and Real Estate Club

Master’s in Finance with coursework in financial modeling, equity and portfolio analysis, fixed income analysis, venture capital, and corporate finance; active in Investment Banking, Private Equity and Real Estate Club.

Skidmore College

Bachelor of Science, Political Science

2019 - 2024

Activities and societies: Men's Swimming and Diving Team; Skidmore College Investment Club; National Sales Competition; Study abroad at University of Westminster (Spring 2022)

Bachelor of Science in Political Science; participated in varsity men's swimming and diving, Skidmore College Investment Club, National Sales Competition, and completed study abroad at the University of Westminster (Spring 2022).