Quantumvest

Equity Analyst Intern

August - December 2024 • Los Angeles, CA

What I liked

The equity analysis internship role at Quantumvest is a fantastic way of breaking into finance and greatly developed my soft and technical skills when it comes to investment management and finance. Client interactions combined with equity analysis gives the whole package when it comes to building a foundation for financial knowledge. Being able to compete with the other interns through the portfolio management game and apply the financial knowledge you learn is also a great way to solidify the knowledge you learn. Also being able to talk daily with Taylor the CEO and founder is a one of a kind opportunity. However be sure to go above and beyond to truly take advantage of the role.

What I wish was different

Nothing! I had a great time at Quantumvest.

Advice

Be sure to go above and beyond to truly take advantage of the role as it is only a couple months and 15 hours a week.

Be the first to mark this as helpful

Equity Analyst

August - November 2024 • Los Angeles, CA

What I liked

I enjoyed this internship because it offered a perfect blend of hands-on learning and mentorship. The trading game was a standout experience, sharpening my market instincts in a competitive yet supportive environment. Creating pitch decks for institutional investors gave me practical exposure to presenting ideas effectively while attending client calls and meetings provided valuable insights into professional communication. Learning the firm’s strategies deepened my understanding of the market, and the CEO’s mentorship, including taking us to dinner, created a welcoming and inspiring atmosphere. This experience truly boosted my confidence and equipped me with essential skills for a future in finance. In all, if you ever want to break into Wall Street, this is a perfect starting point!

What I wish was different

I wish this internship could be longer so that I could learn more;)

Advice

Always walk in with great confidence and a big smile on your face.

Be the first to mark this as helpful

Equity Analyst

August - November 2024 • Los Angeles, CA

What I liked

Before proceeding any further, I would like to preface and say that: most of the reviews on this platform are an accurate reflection of the type of unique experience you will have during internship. Regardless if you are well-versed in terms like stocks, bonds, ETFs, cryptocurrency, mutual funds, etc., by being able to work directly under the CEO and president of Quantumvest, they will teach you the key fundamental aspects of the wealth management as well as techniques such as technical analysis to assess risk management or how to analyze which vehicles to invest in. With that said, prior to interning for Quantumvest, I came in with minimal knowledge about wealth/asset management and very little experience, but during my time here, I have gained an invaluable amount of knowledge and experience on how to approach different investment vehicles. From the very beginning, the interns are exposed on how to run a portfolio through Wallstreetsurvivor, but as the internship progresses, one will learn different aspects of technical analysis (trendlines, support and resistance) that can then be applied towards this simulation and what vehicles one can choose to invest in. Likewise, in my case, I–as well as the other interns–were able to work on a pitch deck that could be presented to a potential high-net worth client–given the knowledge we gained from learning about technical analysis as well as key fundamental indicators (ex: P/E ratio, current ratio). Having said this, up above represents the technical side of the internship, but the other half of this internship involves potential client outreach. Similar to the technical side of this internship, we were also taught on how to communicate with potential clients through the usage of tonality–meaning, how to change tones in different speech patterns. In conjunction to this, myself as well as the other interns were able to listen in on client meetings that gave valuable insight into this industry. All in all, this was a very “hands-on” experience working under the CEO and president–which has not only taught me the skillset in how to analyze trends, but more importantly, how the markets move.

What I wish was different

Advice

Don’t be afraid to ask questions, and stay resilient.

Be the first to mark this as helpful

Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

During my time at Quantumvest, I truly appreciated the opportunity to take on hands-on projects, especially in creating presentations for multinational conglomerates. This gave me the chance to apply what I’ve learned in a practical way while gaining a deeper understanding of what goes into preparing for high-level client interactions. Being able to sit in on client meetings was also incredibly valuable, as it helped me learn more about client relationships and how to build trust and provide tailored solutions. I also really enjoyed the culture at Quantumvest. Having the chance to work closely with the CEO / Senior Portfolio manager & President & Portfolio manager gave me unique insights into the financial world, including how to use industry-leading platforms to spot market trends and use technical analysis to understand them. These experiences not only helped me build my technical skills but also gave me the confidence to contribute to discussions about strategy and performance. Overall, this experience has been a great way to grow my passion for finance and prepare me for future roles in the industry.

What I wish was different

I think having clearer goals or performance metrics for my role would have helped me better measure my progress and identify areas where I could improve.

Advice

Stay open to learning and be willing to take on new challenges, even if they feel outside your comfort zone. This experience is a great opportunity to grow, and mistakes are part of that process.

Be the first to mark this as helpful

Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

You will work closely with the CEO/Senior Portfolio Manager and the President/Portfolio Manager to learn and implement effective processes for analyzing stocks. This role provides hands-on experience with both technical and fundamental analysis to guide trading decisions and monitor market activity. Additionally, you will develop strong business communication skills, create high-quality presentations, and present actionable ideas that contribute value to the organization.

What I wish was different

Nothing, they were very inclusive of their schedules and you got a lot of exposure to the daily workings of an RIA firm.

Advice

Be prepared to work diligently and embrace personal growth throughout the internship. The early mornings will challenge your discipline, and the analytical tasks may seem meticulous at times, but the knowledge and insights you gain will far outweigh these challenges. Overall, the experience provided valuable exposure to the daily operations of an investment firm and a deeper understanding of the dedication and effort required to succeed in the industry.

Be the first to mark this as helpful

Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

What I appreciated most about this experience was the opportunity for hands-on learning and mentorship. The CEO and President of the company generously shared their expertise, allowing me to shadow them during client interactions. This exposure provided me with valuable experience in financial analysis, market research, and investment strategy. I gained proficiency in analyzing financial statements, key metrics, and other critical data, while also learning how to evaluate stocks through charting patterns and market trends. Additionally, I had the chance to create several presentations that demonstrated my understanding of stock trends and the fundamentals of charting. I was also involved in preparing materials for meetings and outreach efforts aimed at potential clients, contributing to the creation of impactful presentations. Furthermore, I participated in earnings calls, where I actively listened, took detailed notes, and highlighted key financial metrics. The experience also required me to stay informed on market news and sector-specific developments, enhancing my understanding of the economic factors that influence different industries. Overall, this experience allowed me to build a strong foundation in financial analysis and client engagement.

What I wish was different

I don't wish anything had been different.

Advice

I would share that even though learning can be rough sometimes, it's best to embrace it and learn from it. Being able to get this information is really important for your career and it's best to put your full effort and attention into it.

Be the first to mark this as helpful

Equity Analyst

May - August 2024 • Scottsdale, AZ

What I liked

I had an amazing experience interning in the Wealth Management division. Under the guidance of Taylor Roncancio, CEO/Senior Portfolio Manager, and Austin Roncancio, President/Partner, Portfolio Manager, I gained valuable insights into investment vehicles, portfolio analysis, and client relationship management. The hands-on experience with client interactions and sales support roles sharpened my communication, time management, and analytical skills. The collaborative environment and exposure to real-world scenarios deepened my understanding of the wealth management business and what it takes to become a successful Financial or Private Wealth Advisor. I highly recommend this internship to anyone interested in a career in wealth management.

What I wish was different

Advice

Come with an open mind and be willing to learn; this internship helped me tremendously, and I'm confident that it will be one of the most important experiences I will carry with me in the future.

Be the first to mark this as helpful

Equity Analyst

May - June 2024 • Miami, FL

What I liked

During the internship at Quantumvest, I felt that I learnt a lot through first-hand experience in working for CEO Taylor Roncancio. There were many opportunities for me to develop as a future member of the world of finance and a person through the mentorship of Taylor. Having first-hand experience of how Taylor dealt with clients in real time was a particular highlight for me as I was able to learn the different techniques applied when dealing with problems faced from clients as well as Taylor’s proven personal investment strategy. As interns, we also participated in a trading simulator game which helped put into practice what we were taught.

What I wish was different

Nothing.

Advice

Be ready to work hard and you will get a lot out of this internship as a result. The more you put in, the more you’ll get out. Keeping motivated is key.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

Equity Analyst Intern

January - April 2024 • Miami, FL

What I liked

I've had an excellent experience with Quantumvest under the guidance of Taylor, the portfolio manager and CEO. Taylor's expertise in stocks and investing has been invaluable, and I've learned a great deal from working with him. The portfolio management provided by Quantumvest has been top-notch, and I've seen significant growth in my investments. Overall, it's been a rewarding journey, and I highly recommend Quantumvest and Taylor for anyone looking to enhance their investment knowledge and portfolio performance.

What I wish was different

Advice

Be the first to mark this as helpful

Equity Analyst

January - May 2024 • Los Angeles, CA

What I liked

During my time at Quantumvest, I have gained great experience in to the world of finance. I got to work closely with the CEO and president, Taylor Roncancio and Austin Roncancio, who taught us very valuable skills like portfolio management and analysis, sales skills, stock trading, client interaction, and overall the wealth management division in finance. I got a lot of real world experience with handling retirement accounts and portfolios while being able to sit in on meetings with investors was a very invaluable experience. He expects his interns to work hard to be the best versions of themselves. He provides guidance through a positive and self motivation mindset that will help carry you in any competitive industry. Being given this opportunity has helped me tremendously in landing other roles as the finance world is incredibly competitive and the skills I have learned will carry on to any future opportunity.

What I wish was different

Advice

Definitely be ready to work hard and be highly motivated. Taylor expects 100% from all his interns and it can be challenging but very rewarding. Also be ready to wake up early and always dress very professionally.

Be the first to mark this as helpful

Equity Trading Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

The internship was a great opportunity for me to gain exposure into the hedge fund and asset management industry. I've learned so much within this internship, from portfolio management to client relations. My understanding of the financial world was able to flourish here, and I would recommend it to any student looking to breakthrough and gain more experience in the industry. The highlight of the internship to me had to be working closely with the CEO and President of the company throughout the program. They've taught me so much about both the industry and life, and took on a strong mentorship role to me and my fellow interns.

What I wish was different

N/A

Advice

My advice would just to always show up on time and soak in as much information as possible from these guys, because they have a lot of experience and knowledge that will help you grow in both your career and life.

Be the first to mark this as helpful

Equity Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

This internship was a great way to get me introduced to working in finance. I learned a lot of valuable skills including technical analysis and sales. Throughout the internship I participated in a trading course and manage your own portfolio to compete against other interns. This gave me experience in portfolio creation and management, and I have been able to effectively use this outside of the internship. Having little experience before coming into this internship, learning directly from the CEO and President was very valuable. Learning from their past experiences allowed me to understand what a future career in finance entails and what it takes to make it.

What I wish was different

Advice

Be prepared to work hard, the internship is fun but you need to be able to get your work done efficiently.

Be the first to mark this as helpful

Equity Analyst

January - May 2024 • Miami, FL

What I liked

Quantumvest truly changed my life for the better. This internship not only taught me skills & relationships that will last a lifetime, but also helped me earn my dream summer internship with Citi doing advisory. Taylor, CEO of Quantumvest, was a direct mentor & helped me develop my mind & skillset to be successful in finance. Through hard-work & self-belief, this internship was highlighted with a pitch to a billion dollar family office. This pitch would help me get direct experience in a client facing role, an opportunity someone in college will rarely experience. The pitch was a massive success, and helped Quantumvest secure over a million in funding. While my time at Quantumvest is coming to an end, this experience & lessons learned directly helped me land my dream summer internship at CitiBank (where I will be making tens of thousands of dollars as a summer intern & a six-figure salary starting out of college). I can not thank Taylor and the Quantumvest team enough for giving me the ability to break into high-level finance and teaching me what it takes to make it as an adult. Again, I speak the highest praises for this company & CEO.

What I wish was different

Advice

Be ready to work hard & ask questions. Go into this internship with an open mind & drive to learn.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

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.

Be the first to mark this as helpful

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.