Company/Organization: UBS Financial Services Inc.
Topic of Internship
Wealth management, investment banking
UBS is a leading global wealth manager, a top tier investment banking firm, and one of the largest global asset managers. With headquarters in Zurich and Basel, Switzerland, UBS is present in all major financial centers worldwide, and employs over 78,000 people.
Summary of Internship
Initially, I began my internship with the main goal of creating and managing an organizational filing system for my mentor, who had just recently transferred into the UBS offices. I was then given more responsibility and tasks such as householding, cost-basis management, and portfolio research. Additionally, I was given first hand instruction in key financial elements by my mentor, Robert Rossi, who devoted time to teach me directly out of the same textbook he used when studying at NYU Stern.
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