Riley Wilson
@rileywilson
Healthcare-focused investment analyst leveraging Bloomberg data and financial modeling to drive portfolio decisions.
United StatesWhat I'm looking for
I lead a healthcare sector portion of a student managed investment portfolio, directing a team of analysts to manage part of a $1M diversified portfolio. I ensure alignment with fund policies while translating market and company signals into actionable guidance for “Buy/Sell/Hold” recommendations.
I use Bloomberg Terminal functions and Bloomberg Query Language (BQL) to extract and analyze data, then build valuations with DCF and comparable company analysis for healthcare equities. I’m also energized by real-time monitoring—earning calls, clinical trial results, and legislative decisions—to deliver prompt portfolio updates, and I’m committed to clear communication rooted in rigorous financial analysis.
Experience
Work history, roles, and key accomplishments
Healthcare Investment Portfolio
Student Managed Investment Portfolio
Dec 2025 - Present (6 months)
Directed healthcare analysts to manage a portion of a $1M diversified investment portfolio, ensuring compliance with fund policies and providing investment guidance. Used Bloomberg Terminal/BQL and built DCF and comparable-company valuations, presenting Buy/Sell/Hold reports and tracking earnings calls, clinical trials, and legislative updates.
Business School Senator
Student Government Association
Jan 2025 - Present (1 year 5 months)
Represented approximately 1,400 undergraduate students as the primary liaison between the Eberly College of Business and university administration. Served on finance and accessibility boards, overseeing campus club funding processes, helping streamline student fee transparency, and analyzing OER growth data to support textbook affordability initiatives.
Selected Participant (Program)
Fiducient Advisors
Jun 2025 - Jul 2025 (1 month)
Participated in an 8-week virtual program on asset management and investment advisory. Networked with industry professionals through panels covering portfolio strategy, client solutions, and financial planning.
Education
Degrees, certifications, and relevant coursework
Indiana University of Pennsylvania
Bachelor of Science, Finance
Grade: 4.0
Pursuing a B.S. in Finance at Indiana University of Pennsylvania with an anticipated completion date of December 14, 2028 and a 4.0 GPA.
Indiana University of Pennsylvania
Bachelor of Arts, Economics
Grade: 4.0
Pursuing a B.A. in Economics at Indiana University of Pennsylvania with an anticipated completion date of December 14, 2028 and a 4.0 GPA.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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