Open to opportunities

Shea Coughlin

@sheacoughlin

Message

Finance student and student‑athlete focused on portfolio management and wealth advisory.

United States

Message

What I'm looking for

I seek internship or entry roles in wealth and portfolio management where I can apply investment analysis, client service, and quantitative skills while growing under experienced mentors.

I am a finance undergraduate at Lehigh University with hands‑on experience managing an equity portfolio and a strong academic record (GPA 3.7).

I've been selected to manage a $50,000 mid‑ to large‑cap equity portfolio and held internships and mentorships in wealth management, gaining practical investment analysis and portfolio execution experience.

As a committed NCAA Division I student‑athlete, I balance 20+ hours per week of training and competition with a full course load, demonstrating discipline, teamwork, and time management.

I bring client service experience from caddying roles and nonprofit board work, where I coordinated events, strengthened partnerships, and delivered high‑touch service—skills I apply to pursuing a career in portfolio and wealth management.

Experience

Work history, roles, and key accomplishments

Current

Student-Athlete

Current

Lehigh University Men's Soccer

Aug 2024 - Present (1 year 7 months)

Committed 20+ hours weekly to training, competition, and team duties while maintaining full academic coursework; assisted with recruiting events and campus representation.

Team Leadership Time Management Communication Recruiting Support Event Hosting

Current

Board Member

Current

Tom Coughlin Jay Fund Foundation

May 2021 - Present (4 years 10 months)

Organized fundraising and hospital outreach events, coordinated athlete and sponsor partnerships, and supported programs providing experiences for pediatric cancer patients.

Event Coordination Fundraising Volunteer Management Community Outreach Partnership Development

Portfolio Intern

Mountain Hawk Portfolio

Jan 2026 - Dec 2026 (11 months)

Managed a $50,000 equity portfolio focused on mid- to large-cap publicly traded equities under mentorship, conducting research and making investment recommendations throughout 2026.

Equity Research Portfolio Management Financial Modeling RStudio Investment Analysis Risk Assessment

Caddie

Arcola Country Club

Jun 2021 - Jun 2025 (4 years)

Provided personalized caddie services to members, built client rapport to enhance satisfaction, and increased referrals through professional service delivery.

Client Services Relationship Building Time Management Attention To Detail

Education

Degrees, certifications, and relevant coursework

Lehigh University

Bachelor of Science, Finance

2024 -

Grade: 3.7

Activities and societies: Investment Management Group; NCAA Division I Men’s Soccer student-athlete

Pursuing a Bachelor of Science in Finance with coursework in finance, accounting, business analytics, entrepreneurship, economics, statistics, marketing, and business information systems; member of the Investment Management Group.

Delbarton School

High School Diploma, High School Diploma

Grade: 4.2

Activities and societies: Captain of Varsity Soccer Team; All-Region, First Team All-State; Investment Club; Headmaster’s List (8×)

High School Diploma with strong academic and athletic achievements, including Headmaster’s List honors and leadership as captain of the varsity soccer team.