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Kyle Wong

Kyle Wong

Swim Instructor

Followers of Kyle Wong765 followers
location of Kyle WongCupertino, California, United States

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  • Timeline

  • About me

    Honors Kelley School of Business Student | Finance, Accounting, Business Analytics

  • Education

    • Indiana University - Kelley School of Business

      2023 - 2027
      Bachelor of Business Administration - BBA Finance, Accounting, and Business Analytics 4.00/4.00 - Senior Academic Class Standing

      Activities and Societies: Kelley Honors Student, Hutton Honors, Portfolio Management Club, Capital Markets Club, Ascend, Chinese Business Association, Restructuring and Distressed Investments Club, Ascend, Asian American Association, Intramural Soccer, Hoosier Scholar Discovery Programs:2025 Barclays Discovery Day - Credit & Equity Research2024 Goldman Sachs Emerging Leaders Series2025 J.P. Morgan Asset & Wealth Management Insights Program2025 J.P. Morgan Chase & Co. Career.edYOU Academy2024 Plante Moran Leadership Program

    • Monta Vista High School

      2019 - 2023
      High School Diploma Graduated

      Activities and Societies: Club founder of Art of Investing, Boys Varsity Soccer Captain, Teacher Student Equity Organization Member, AP Calculus AB Teaching Assistant, Speech and Debate, Co-founder of Philosophy Club

  • Experience

    • Northwest Family Ymca

      Mar 2023 - Jun 2023
      Swim Instructor

      • Instructed and ensured the safety of 80 students, aged 5-12, in developing proficient swimming abilities• Created individual skill reports for 80 students and their parents, providing in-depth analysis of strengths and weaknesses• Successfully managed and mentored 3 new swim instructors, enhancing their interpersonal skills and facilitating a smooth transition into their roles• Acted as a primary point of contact for clients, promptly addressing their inquiries and concerns, resulting in a remarkable 80% customer satisfaction rate at the branch Show less

    • Indiana University - Kelley School of Business

      Jan 2024 - May 2024
      K201 Peer Tutor

      • Selected based on superior academic performance in the Computer in Business Class to support 30+ students in bi-weekly class meetings focused on Microsoft Excel and Access

    • Next Haven Group

      Jan 2024 - Mar 2024
      Private Equity Analyst

    • Purdue University Mechanical Engineering

      Feb 2024 - Aug 2024
      Financial Analyst - Frederick Douglass Fellow 2024

      • One of 20 Frederick Douglass Scholars selected amongst over 550 applicants

    • Knall-Cohen Fund - Indiana University

      Apr 2024 - Feb 2025
      Equity Research Analyst

      • One of 40 faculty-selected students for a program meant to replicate the functions of a sell-side equity research analyst by developing skills in fundamental security analysis, modeling, and valuation• Co-leading coverage of the Tech & Media sector (Media & Entertainment subsector) for a $295,000 investment portfolio

    • Playfair Planning

      May 2024 - Aug 2024
      Finance & Business Management Intern

    • Investment Management Workshop at Kelley School of Business

      Oct 2024 - now
      Member — Research Track

      One of 48 faculty-selected students engaged in a rigorous curriculum focused on developing the skills necessary for a career in Sales & Trading, Research, and Private Wealth Management

    • Baird

      Oct 2024 - now
      Incoming 2025 Specialized Asset Management Research Analyst

    • Barclays Investment Bank

      Feb 2025 - now
      Incoming 2026 Credit Research Summer Analyst

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Kyle Wong
      Hutton Honors College - Jan 2024 Issued for meeting academic criteria
    • Awarded to Kyle Wong
      Dean's Scholarship Indiana University Aug 2023 The Dean’s Scholarship is a four-year IU Academic Scholarship awarded to incoming first-year out-of-state students based on high academic performance.
    • Awarded to Kyle Wong
      California Golden State Seal Merit Diploma California Department of Education Jun 2023 Awarded upon demonstrated mastery of the curriculum in at least six subject areas, as follows:- A grade of B+ or above (or numerical equivalent) in the following courses each semester (English, Mathematics, Science, U.S. History, Two additional subject areas) completed in grade nine or ten or eleven
    • Awarded to Kyle Wong
      Seal of Biliteracy in Spanish and Chinese California Department of Education Jun 2023 Awarded upon completion of three criteria: - Fulfilling high school English requirements and state standardized test- Successful completion of a four-year high school course of study in a world language and attaining an overall grade point average of 3.0 or above- Passing a World Language Advanced Placement examination with a score of 3 or higher

  • Volunteer Experience

    • Student Body President

      Issued by Peru Education Movement on Oct 2020
      Peru Education MovementAssociated with Kyle Wong

    • President, Founder

      Issued by Monta Vista Art of Investing on Aug 2020
      Monta Vista Art of InvestingAssociated with Kyle Wong