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Sama Noori

@samanoori

I’m a Wealth Management Analyst focused on UHNW portfolio construction, multi-asset allocation, and advisor-facing investment solutions.

United States

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What I'm looking for

I’m looking to deepen UHNW multi-manager portfolio construction with data-driven analytics—turning allocation insights into advisor-ready recommendations within a team that values efficiency, oversight, and clear communication.

I’m a Wealth Management Analyst with UHNW portfolio construction experience spanning multi-asset strategies, external managers, fiduciary platforms, and advisor-facing investment solutions. I’ve analyzed asset allocation across 298 UHNW client portfolios, translating complex data into clear insights that support portfolio reviews, transitions, and multi-manager recommendations.

I built a Python/SQL model to quantify allocation gaps and evaluate external manager and strategy positioning across asset classes, and I automated product onboarding, reporting, and monitoring across 9 external managers—earning a BofA Global Gold Award for efficiency gains. Previously, as a Consulting Associate on the Corporate Strategy team at Third Bridge, I supported institutional investors and private equity clients with investment recommendations and due diligence on transactions exceeding $500M, and I also contributed policy and market research during internships at NASA and the U.S. Department of State.

Experience

Work history, roles, and key accomplishments

Current

Wealth Management Analyst

Current

Bank of America Merrill Lynch

Jul 2025 - Present (11 months)

Analyzed asset allocation across 298 UHNW client portfolios, 24 external managers, and 107 strategies to support advisor portfolio reviews, transitions, and multi-manager recommendations. Built Python/SQL models to quantify allocation gaps and automated product onboarding/reporting across 9 managers, earning a BofA Global Gold Award for efficiency gains.

Asset Allocation Portfolio Construction External Manager Evaluation Portfolio Analytics Python SQL Multi Manager Recommendations

Consulting Associate

Third Bridge Group Limited

Jan 2025 - Jun 2025 (5 months)

Performed fundamental industry and company analysis to support institutional investors and private equity decisions across public and private markets. Contributed to due diligence on transactions exceeding $500M and delivered investment recommendations and stakeholder-ready research outputs.

Corporate Strategy Fundamental analysis Due Diligence Investment Research Capital Allocation Market Sizing

Summer Analyst

Bank of America Merrill Lynch

Jun 2024 - Aug 2024 (2 months)

Conducted competitive benchmarking of retirement products to shape client engagement strategy. Partnered with cross-functional stakeholders to translate analysis into actionable roadmaps.

Competitive Analysis Retirement Products Market Research Client Engagement Stakeholder Management Roadmapping Excel Presentation Development

International Relations Intern

National Aeronautics and Space Administration

Feb 2024 - May 2024 (3 months)

Produced policy and market research on space commercialization and international investment trends. Coordinated cross-agency initiatives to assess strategic implications for commercial partnerships.

Policy Research Market Research Space Commercialization International Investment Trends Stakeholder Analysis Strategic Planning

Management Intern

American Institute in Taiwan

Jun 2023 - Aug 2023 (2 months)

Directed compensation reform for 400+ employees in Taiwan, reducing high overhead costs. Strengthened crisis management by establishing a classified alternate command center.

Workforce Management Crisis Management Change Management Stakeholder Management Policy Implementation

Education

Degrees, certifications, and relevant coursework

Harvard University

Bachelor of Arts (A.B.), Government and Near Eastern Studies

Earned an A.B. in Government and Near Eastern Studies from Harvard University in December 2024.

Harvard University

Master of Arts (M.A.), Modern Middle Eastern Studies

Activities and societies: Relevant coursework included Quantitative Research Methods, Economics, Statistics, and Computer Science. Thesis: Economics of the Middle Eastern Gulf Trade with the PRC.

Earned an M.A. in Modern Middle Eastern Studies from Harvard University in December 2024.