Quantumvest

Equity Trading Analyst

August - December 2023 • Phoenix, AZ

What I liked

My time at Quantumvest was an enriching experience. Mr. Roncancio values punctuality, self-motivation, and determination in interns. He expects his interns to work hard and be the best version of themselves. Responsibilities of this internship included reaching out to clients, creating pitch decks, and researching equities. Interns may also attend off-site client meetings with Mr. Roncancio and learn how to make it in the asset management industry. Mr. Roncancio provides guidance and maintains a positive, energetic office environment. This opportunity provided valuable insights into financial markets, sales, and client interaction. Being able to network with previous Quantumvest interns was extremely valuable, as many work fantastic jobs after the internship and are more than willing to connect, coffee chat, and help with other internship and job opportunities.

What I wish was different

Advice

Be ready to work, buy in, if you aren't good at waking up early, aren't willing to wear a suit, this isn't for you.

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Equity Analyst Intern

September - December 2023 • Los Angeles, CA

What I liked

Not only did this internship serve as a key stepping stone to obtain my first paid internship in the Finance world with PwC, but I also gained lots of invaluable experience about portfolio management and client interaction within the Wealth Management division. Coming into this internship, I had limited knowledge about how a private wealth management firm was run, as well as limited knowledge about client interaction and portfolio management. During my time with Quantumvest, I learned about various technical and fundamental indicators that help with entering and exiting trades on various securities like stocks and ETFs directly from the CEO of the firm. This type of mentorship is truly unique, and I can confidently say that shadowing Taylor on his day to day tasks on top of the mentorship he provides is an experience you will get no where else but Quantumvest. Furthermore, I gained in depth knowledge about how to field new clients for the firm, as well as maintaining interaction with these clients. Most importantly of all, though, I feel like I've learned a lot about how to carry myself as a person going forward. Taylor is a great mentor and has taught me a lot about how to be professional, be punctual, and be great at what you do. All in all, this internship has been great for me both personally and professionally.

What I wish was different

Advice

Be receptive to criticism. You will make mistakes as an intern, but it's how you react to these mistakes that truly matters. Also be willing to work hard, and you will gain a network of connections that will serve you a lifetime. Its like being part of an elite club of like minded individuals in finance, who will help you get your next internship or even job.

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Equity Analyst Intern

May - July 2022 • Phoenix, AZ

What I liked

At my time with Quantumvest I liked the ability to learn form both the president and CEO as they taught me about sales and trading. We went through a trading program that taught technical analysis and presented on multiple stocks that looked like they could be good in the short and long term. We also worked heavily on sales in which we would call up perspective clients and try and help them with their retirement.

What I wish was different

Advice

I would advise those looking at this internship to be ready to work hard and be willing to learn.

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Equity Analyst Intern

May - August 2023 • Phoenix, AZ

What I liked

The main thing I enjoyed while interning at Quantumvest was the mentorship. Austin Roncancio was amazing at breaking down the financial markets and how the finance industry worked as a whole. I learned how to use technical data to evaluate investments, how to create investment strategies for investors, and many other essential skills. My financial knowledge before was very basic, but with the help of the leadership at Quantumvest, I can now confidently move more into the financial world.

What I wish was different

Overall there were not much of anything I would change. The only negative is that it is unpaid but that was made very clear before starting.

Advice

I would say to be ready to work and be coachable. You will get a ton out of the internship if you put fourth the effort.

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Equity analyst

May - August 2023 • Phoenix, AZ

What I liked

At Quantumvest, you are given the chance to learn under Austin and Taylor, brothers that have paved their way in this industry when so many others couldn't. You will get to see the inner workings of portfolio management with the direct support and guidance of the CEO and president- which is a privilege that not many will ever get to experience. This job is not for the undedicated. It requires a lot of hard work and commitment, but in the end will teach you so much.

What I wish was different

I wish I had done this earlier into my college career.

Advice

Be open minded and always come ready to learn the most that you can.

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Equity Analyst Intern

January - April 2023 • Phoenix, AZ

What I liked

This internship has prepared me for a successful career in finance. Going into this internship I didn't know much about the industry. If you are looking at entering the investment space or becoming a financial advisor/planner you will learn concrete skills that will benefit you. I had little experience in investing and now I can chart stocks and am able to analyze various investments. Working for the CEO and President was great. There is a comprehensive learning platform that teaches you technical analysis. The interns participate in a trading simulation where we can apply the knowledge in a realistic setting. This is fun but also teaches you how to manage a portfolio. I got to meet clients and gain valuable relationship building skills. I feel like I am ready to begin my career in finance and understand how to get clients and keep them. I highly recommend this experience.

What I wish was different

I wish that I had this experience sooner in my college career.

Advice

Ask questions and be curious. This is an opportunity for you to learn many tricks of the trade. There is a lot to gain from this experience so dive in, have fun, and keep a good attitude.

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Equity Analyst

January - April 2023 • Phoenix, AZ

What I liked

This internship was an amazing stepping stone for me into the world of Finance. I learned what I should expect moving forward in my career and if this is the field for me. It was my very first internship and it was a great choice because I learned to be punctual, detail-oriented, and got a feel for the real world that lies ahead. I gained and built many skills for example sales, which I learned is one of the most important skills that people who work in Finance should be strong at. We learned how to change tones depending on the situation, how to ask questions to understand the client’s needs, and how to provide solutions to those needs so that the client would consider working with our firm. Another skill was managing my own portfolio on a website called Wall Street Survivor where we had a competition between interns. The simulation allowed us to compete and see who managed the best portfolio at the end. The CEO and President, both helped us throughout the internship and gave us all the information and advice needed to succeed. If you are willing to put in the effort, this internship will equip you with many skills to have a bright future in the finance world.

What I wish was different

Nothing

Advice

Ask questions and put in the effort; it will all pay off in the end.

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Equity Analyst

September - December 2022 • Los Angeles, CA

What I liked

Great work environment, lots of opportunities to learn, boss was very understanding. Enjoyed experience working with client outreach. This position offered a great chance to learn about how to work in the wealth management industry and actively manage a portfolio. It also provided the opportunity to work alongside other like-minded individuals with similar goals and aspirations.

What I wish was different

Advice

Risk management is the most critical part of trading - making sure capital is conserved and not at large risk of being lost naturally makes it much more likely for a trade to be profitable.

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Equity Analyst

September - December 2022 • Los Angeles, CA

What I liked

This was my first professional experience in the finance industry. I am an atypical case as I actually found the company through twitter and made conversation with the CEO to see if I'd be a good fit. So, off the bat, I like that the company was willing to give me a chance even though I didn't go about the hiring process the "normal" way. I enjoyed all the other guys that were in here as well. Everyone is on the same mission so having a good group of guys doing the same work as you puts you in the right headspace. I learned a lot about the business but moreover received personal mentoring on how to be a better version of myself, which is invaluable coming from someone who has the results I want in my career. As the saying goes, I don't take advice from people less successful than me.

What I wish was different

nothing

Advice

Be ready to work hard. It a fun environment but remember the mission. You will get along with the other guys and work together, and make valuable connections for down the road.

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Equity Analyst

August - December 2022 • Phoenix, AZ

What I liked

This internship is the closest job you could have to being an advisor. Great hands on approach really allows you to grow and learn what it takes to make it in this business. Very strong office camaraderie that allows for you to work as a team and compete against your peers as well.

What I wish was different

I was part of the fall semester intern class so I only had 3 days of work a week. With such great hands on learning I do wish that I could have worked more days.

Advice

Work hard and try to learn as much as you can. Its a great experience and opportunity.

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Equity Analyst Intern

August - December 2022 • Los Angeles, CA

What I liked

I really like how our CEO/Senior portfolio manager guided us throughout this internship. It is a valuable experience to learn from a sophisticated investor like Mr. Roncancio. I love the company is providing each interns the trainings we need to interact with clients and learn about how to trade. Mr. Talyor Roncancio is a great supervisor, mentor, teacher, and friend, any interns would be so lucky to have him as mentor. He is a very friendly, approachable, and charismatic leader.

What I wish was different

I wish I could hear about this internship earlier.

Advice

Make sure you grind when you are doing this internship, make sure you have the enthusiasm for finance.

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Equity Analyst Intern

August - December 2022 • Los Angeles, CA

What I liked

Great way to learn about the wealth management business. You get to work directly with the CEO and get to see a lot of insight into actual logistics of the business, not just the stuff you learn in school. Great way to improve on your sales skills since you spend about half of your day cold calling clients (the other half is spent either trading or helping with analysis). Sometimes we'll go out and actually meet the clients in person which is fun. Also get a good introduction into technical analysis based trading.

What I wish was different

Advice

If you can, try to make it 3 days per week instead of 2, because the days can get pretty long.

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Equity Analyst Intern

May - August 2022 • Phoenix, AZ

What I liked

This internship with Quantumvest was great in terms of breaking into the world of finance and wealth management. From day one, we as interns got exposure to the inner workings of a successful advisory firm, from client procurement, to actual portfolio management, to learning about fundamental and technical analysis techniques that are utilized in this space to make investment decisions. My knowledge of investment strategy, as well as what it takes to run an advisory firm was day and night following my internship with Quantumvest.

What I wish was different

It would have been nice to hear more about how previous interns succeeded within their role at this company.

Advice

As long as you are willing to work hard, and ask plenty of questions, you are given you the tools you need to make this internship one that will allow you to learn & thrive. You will get from this internship what you put into it.

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Equity Analyst

May - July 2022 • Scottsdale, AZ

What I liked

This internship is quite my first time working in financial industry in the U.S., I was allowed to interact with CEO & presidents, learning from them and getting familiar with how financial services company run in the everyday basis. I was also be able to laern and paractice the cold call skills and get used to it. Moreover, be able to learn stocks analysis and discuss them with CEO & Presidents is really a plus!

What I wish was different

Nothing.

Advice

This internship requires hardworking and decipline, once get through with it, will learn a lot from it.

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Equity Analyst

May - August 2022 • Los Angeles, CA

What I liked

Working at Quantumvest was a great experience. Mr. Roncancio expects the interns to be punctual, self-motivated, and determined. Interns are tasked with reaching out to prospective clients, creating pitch decks, and conducting research on various equities. In addition, interns are brought to in-person client meetings that are held out of the office. Throughout the whole process, Mr. Roncancio is there to offer guidance and answer any questions you may have. He is big on bringing energy to the office every day, so expect an upbeat environment. Overall, through this experience, I gained a lot of knowledge about the financial markets, sales, client interaction, and more

What I wish was different

Advice

Be punctual and be ready to learn about the financial markets.

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Equity Trading Analyst Intern

June - September 2022 • Los Angeles, CA

What I liked

This internship gave me a great insight into the wealth management industry. I had the chance to study and analyze markets under the senior portfolio manager. This gave me a great understanding of both fundamental and technical equity analysis and portfolio management. Another important facet of this internship is the chance to interact directly with clients. This cultivated my ability to build rapport with active as well as potential clients. The CEO acts as an involved mentor with all employees, and provides guidance on personal and professional development. This internship has been invaluable in shaping my understanding of markets and client relationships.

What I wish was different

Advice

Be prepared to work hard and be challenged while doing this internship. If you are eager to understand market and further your knowledge, you will definitely succeed in this internship. Ask questions early and often and you will take a lot of important things from this internship

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Equity Analyst Intern

June 2022 • Los Angeles, CA

What I liked

This internship provided great insight into the financial advisory business. I gained experience in the sales aspect of the business, constantly interacting with prospective clients. This allowed me to improve my sales skills, which is an important tool for anyone aspiring for a career in finance. Furthermore, through numerous investment presentations and research assignments, I was able to gain valuable insight into the financial markets. Finally, and most importantly, I was able to surround myself with many high-achieving individuals, many of whom I will keep close long after this internship ends. Overall, a great introductory experience for those wishing to build their careers in finance.

What I wish was different

Advice

Be prepared to work hard and come in with a positive attitude.

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Equity Trading Analyst Intern

May - August 2022 • Los Angeles, CA

What I liked

I liked how we went through a trading course where we learned different trading strategies. The course taught me a tremendous amount about the market and what to watch out for. I really enjoyed working with other interns while being immersed in the financial market. I learned how to talk to clients here at Quantumvest. I learned how to recognize trends and different key levels for the market. I learned various trading strategies to help both clients and myself when trading. I enjoyed talking to clients and being able to have real world experience. It is drastically different from the class room and the stakes are higher and it helps to learn from the best.

What I wish was different

Advice

One piece of advice is to continue to ask questions as the CEO is there to help you learn and grow as a person. He is spending his valuable time with you so don't waste your time while you are here.

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Equity Research Analyst

January - May 2022 • Los Angeles, CA

What I liked

This internship is an excellent opportunity to learn about the complex world of finance directly from the CEO and President of an investment firm. In this internship you will learn about the fundamental and technical analysis of equities including stocks and cryptocurrencies, how to write a report on an equity, and how to manage a large scale investment portfolio. The internship also provides you with the confidence and know-how on how to build and maintain connections with new and existing clients. The CEO and President are your mentors and guides not only in the industry but also in building a strong and positive mindset that allows you to excel in all aspects of your life. This internship provided me with the opportunity to learn and develop skills that have allowed me to be a standout candidate for other opportunities within the industry and continue on my journey in finance.

What I wish was different

Advice

This internship is for hardworking individuals; individuals who are willing to take advice, are excited to experience the real world of finance, and are eager to learn what it takes to succeed. For those who possess these qualities, this opportunity will be one where you learn, thrive, and enjoy your time here.

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Equity Analyst

January - April 2022 • Phoenix, AZ

What I liked

During the internship, I gained real world experience with retirement accounts. This internship provided experience in client services, which is critical to better prepare anyone interested in financial advising/planning. My position heavily focussed on researching new possible buying opportunities to include in the company portfolio. The stock trading game was vital experience in order to further understand how the stock market works. This position allowed me to be involved in almost every aspect of the business and sets anyone up for success in the industry.

What I wish was different

Having previous interns of Quantumvest come speak with us to describe their success and the benefits they received from the internship. I received many enlightening stories from past interns later on in the semester, but I wish this part was presented earlier in order to provide inspiration from the start.

Advice

This internship is for highly motivated and strong minded individuals who want to be industry leaders one day. So if you are not committed to your success, this may not be the internship for you.

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