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Kyle O’Neill

Kyle O’Neill

Business Analyst

Followers of Kyle O’Neill629 followers
location of Kyle O’NeillGreater Philadelphia

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  • Timeline

  • About me

    Assistant Portfolio Manager at Northeast Financial Group

  • Education

    • Moorestown High School

      2015 - 2019

    • Drexel University

      2019 - 2024
      Bachelor of Business Administration - BBA Finance and Business Analytics

      Activities and Societies: Business learning community

    • Harvard Business School Online

      2021 - 2021
      Certificate in Leading with Finance Complete

      Leading with Finance is a 6-week, 40-hour online certificate program from Harvard Business School Online. Leading with Finance helps students understand key financial levers that drive financial performance, examine how the capital markets work, develop a toolkit for making smart financial decisions, and gain the confidence to clearly communicate those decisions to both internal and external stakeholders. The program was developed by leading Harvard Business School faculty and is delivered in… Show more Leading with Finance is a 6-week, 40-hour online certificate program from Harvard Business School Online. Leading with Finance helps students understand key financial levers that drive financial performance, examine how the capital markets work, develop a toolkit for making smart financial decisions, and gain the confidence to clearly communicate those decisions to both internal and external stakeholders. The program was developed by leading Harvard Business School faculty and is delivered in an active learning environment based on the HBS signature case-based learning model. Show less

    • Harvard Business School Online

      2021 - 2021
      Certificate in Alternative Investments Complete

      Alternative Investments, taught by Victoria Ivashina, Randolph Cohen, and Arthur Segel, consists of approximately 35 hours of material delivered over a five-week period. It is designed equip you with the skills, confidence, and strategies to assess potential investment opportunities and enable you to leverage them to maximize value and diversify portfolios. Within the program, you will learn about private equity, hedge funds, and real estate through short videos, multimedia cases, interactive… Show more Alternative Investments, taught by Victoria Ivashina, Randolph Cohen, and Arthur Segel, consists of approximately 35 hours of material delivered over a five-week period. It is designed equip you with the skills, confidence, and strategies to assess potential investment opportunities and enable you to leverage them to maximize value and diversify portfolios. Within the program, you will learn about private equity, hedge funds, and real estate through short videos, multimedia cases, interactive exercises, and written reflections. Show less

  • Experience

    • Veeva Systems

      Sept 2020 - Mar 2021
      Business Analyst

      • Recorded, validated, and updated customer records to improve core customer relationship management (CRM) data in support of the firm’s Database Management team• Improved the CRM data collection of current and potential cloud services platform customers• Evaluated internal remote-work performance and efficiency across 100+ data stewards to identify bottlenecks and inefficiencies across the Database Management team

    • Funding Talent

      Apr 2021 - Aug 2021
      Trade Support Analyst

      Supported inquiries on proprietary trading account limitations as well as reviewed specific trades and trader milestonesAnalyzed proposed trading systems and assessed individual traders' strategies for alignment with the firm's philoso

    • Crane Payment Innovations

      Sept 2021 - Mar 2022
      Currency Analyst

      • Examined, developed, and shared commentary on trends in world currency and automated payment systems with various team leads and managers as a part of the Research & Development Group (R&D)• Gathered, organized, and presented relevant research on Central Bank Digital Currency (CBDC), global macroeconomic trends, and the use of cash in peer-to-peer transactions to senior management • Managed and maintained companywide research and records database via Microsoft SharePoint

    • Penn Mutual Asset Management, LLC

      Sept 2022 - Mar 2023
      Investments co-op

      • Researched and presented four fixed-income reports of publicly traded companies for possible credit investment to Fixed-Income Portfolio Management team • Completed due diligence on private equity funds via virtual data rooms (VDR) and management calls for the Alternative Investments team • Developed a Black-Scholes options trading strategy via Excel Virtual Basic (VBA) and back-tested performance against historical benchmarks for the Derivatives Team • Created and updated internal commentaries for all fixed-income and public equity portfolio investments Show less

    • Northeast Financial Group, Inc.

      Jun 2024 - now
      Assistant Portfolio Manager

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2024

    • Series 65

      FINRA
      Aug 2024