Open to opportunities

sergio andres bracco

@sergioandresbracco

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Aspiring financial analyst skilled in portfolio analysis, investment research, and data-driven decision making.

United States

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What I'm looking for

I seek entry-level finance roles where I can apply portfolio analysis, investment research, and data analytics on collaborative teams focused on growth and measurable impact.

I am a finance and business economics student with strong coursework in Advanced Corporate Finance, Data Analytics, Financial Accounting and Econometrics, complemented by Bloomberg Market Concepts and ESG certification. I bring hands-on experience conducting portfolio performance analysis, developing comparative investment reports, and using Bloomberg, Excel, Power BI and R to generate actionable insights.

During an internship in research strategy and operations I presented findings to leadership, supported portfolio rebalancing and collaborated on asset-allocation decisions. As a club treasurer and international student ambassador, I combine analytical rigor with clear communication and a track record of organizing resources to achieve measurable outcomes.

Experience

Work history, roles, and key accomplishments

Treasurer

Bulls & Bears

Jan 2024 - May 2025 (1 year 4 months)

Managed and organized club budgets and strategically allocated funds to support events and initiatives while ensuring cost-efficiency. Led planning and execution of events to maximize student engagement and align with financial goals.

Budget Management Financial Planning Excel Event Planning Financial Reporting

Student Worker

North Central College

Oct 2023 - May 2025 (1 year 7 months)

Supported administrative operations including filing, data entry and document preparation while maintaining and updating student records with high accuracy and confidentiality. Improved data management efficiency across student databases.

Administration Data Entry Records Management Microsoft Excel Confidentiality

International Student Ambassador

North Central College

Apr 2023 - May 2025 (2 years 1 month)

Advised prospective international students on academics, housing and campus life and led campus tours to support student recruitment and transition. Fostered engagement by sharing insights and resources with students and families.

Public Speaking Campus Tours Cross Cultural Communication Student Engagement Outreach

Research Strategy Operations Intern

Advise Financial

Jun 2024 - Jul 2024 (1 month)

Conducted monthly performance analysis of multiple client portfolios, identified key market trends and volatility, and assisted in portfolio rebalancing. Presented findings in two internal meetings and contributed to asset allocation and risk management discussions.

Investment Research Excel Risk Management Asset Allocation Financial Reporting Presentation

Poster Presenter

Student Managed Investment Fund Competition

Oct 2024 - Present (1 year)

Presented a detailed analysis of the 2023 fund performance, evaluating portfolio composition and top-performing assets and providing actionable recommendations to optimize returns. Leveraged Excel and Bloomberg to perform comparative performance analysis for industry professionals and peers.

Financial Analysis Performance Attribution Excel Presentation Research

Education

Degrees, certifications, and relevant coursework

North Central College

Bachelor of Science, Finance and Business Economics

2021 - 2025

Grade: 3.8/4.0

Activities and societies: International Student Ambassador; Treasurer, Bulls & Bears (Finance Club); Poster Presenter, Student Managed Investment Fund Competition; Student Worker, School of Graduate and Professional Studies.

Dual major in Finance and Business Economics with a cumulative GPA of 3.8/4.0; completed coursework in Advanced Corporate Finance, Data Analytics, Financial Accounting, Econometrics, International Economics, and Marketing.