Talk to sales Try for Free
Ian Gelberg

Ian Gelberg

PWC Case Competition - 1st Place

Followers of Ian Gelberg602 followers
location of Ian GelbergNew York, New York, United States

Connect with Ian Gelberg to Send Message

Connect

Connect with Ian Gelberg to Send Message

Connect

  • Timeline

  • About me

    Equity Research Associate at Deutsche Bank

  • Education

    • University of Connecticut

      2017 - 2019
      Early College Experience

      UConn Early College Experience (UConn ECE) is a concurrent enrollment program that allows motivated high school students to take UConn courses at their high schools for both high school and college credit. Every course taken through UConn ECE is equivalent to the same course at the University of Connecticut. Students benefit by taking college courses in a setting that is both familiar and conducive to learning. The University of Connecticut certifies high school teachers to serve as UConn ECE… Show more UConn Early College Experience (UConn ECE) is a concurrent enrollment program that allows motivated high school students to take UConn courses at their high schools for both high school and college credit. Every course taken through UConn ECE is equivalent to the same course at the University of Connecticut. Students benefit by taking college courses in a setting that is both familiar and conducive to learning. The University of Connecticut certifies high school teachers to serve as UConn ECE Affiliates and teach UConn ECE courses. Show less

    • Xavier High School in Middletown, CT

      2015 - 2019
      High School Diploma

      Activities and Societies: Ambassador's Club Treasurer-National Honor Society Literary Magazine Spanish, English, Social Studies Honor Societies Co-Captain of Men's Varsity Tennis

    • Babson College

      2019 - 2023
      Bachelor of Science - BS Accounting and Finance

      Activities and Societies: Babson College Fund Babson Analyst Initiative - Babson Investment Club Babson Yoga Club

    • Johns Hopkins Center For Talented Youth (CTY)

      2014 - 2015

      The Johns Hopkins Center for Talented Youth (CTY) identifies and develops the talents of the brightest K-12 students worldwide. CTY is part of Johns Hopkins University, a 501(c)(3) nonprofit, and has been a world leader in gifted education since 1979.

  • Experience

    • PwC

      Oct 2019 - Oct 2019
      PWC Case Competition - 1st Place

      Part of a four member team to present our strategy for investment and business direction for case.

    • Babson Finance Association (BFA)

      Nov 2019 - May 2020
      Babson Analyst Initative

      Accepted into the Babson Analyst Initiative program. Gave regular stock pitches to industry professionals. Pitched Alexion Pharmaceuticals Inc. (NASDAQ: ALXN) and ranked 2nd out of a dozen teams during the Fall Semester. Pitched Slack in Spring Semester and ranked 1st place out of remaining 5 teams.

    • Brigham Young University Marriott School of Business

      Nov 2019 - Nov 2019
      BYU Spanish Case Competiton

      Accepted into the BYU Buisness Language Case Competition to represent Babson College. Presented in Spanish. Worked on business strategy case; met with key stakeholders; toured distribution sites; synthesized and present a thesis for investment.

    • Bloomberg LP

      Feb 2020 - Apr 2020
      Bloomberg Trading Competition

      Bloomberg National Trading Competition running from February - April.Responsible for maintaining a simulated portfolio of $1M in a S&P 500, long only trading environment.Part of a three-member team who worked 20+ hours on equity research and Bloomberg IntelligenceUtilized Bloomberg Terminal functions on a weekly basis.

    • Hammersmith Capital

      Apr 2020 - Aug 2020
      Search Fund Intern

      B2B Software and Business Services

    • Babson College

      Aug 2020 - Jun 2021
      Healthcare Equity Analyst - Babson College Fund

      - Selected to manage along with 25 undergraduate and graduate students a $3.4M portion of Babson College’s endowment- Member of the 5-person Healthcare Team, specializing in the MedicalTechnology Sector

    • Bradley, Foster & Sargent, Inc.

      Jun 2021 - Aug 2021
      Equity Research Intern

    • Deutsche Bank

      Jun 2022 - Aug 2022
      Equity Research Intern

      Banks & Brokers, Asset Managers, and Exchanges

    • Deutsche Bank

      Jul 2023 - now
      Equity Research Associate

      Life Science Tools & Services

  • Licenses & Certifications

    • Bloomberg Markets Concept

      Bloomberg LP
      Jan 2020

  • Volunteer Experience

    • NHS Tutor

      Issued by National Honor Society
      National Honor SocietyAssociated with Ian Gelberg

    • Volunteer - Sunken Garden Poetry Festival

      Issued by Hill-Stead Museum
      Hill-Stead MuseumAssociated with Ian Gelberg

    • Peer Minister

      Issued by Xavier High School in Middletown, CT
      Xavier High School in Middletown, CTAssociated with Ian Gelberg

    • Volunteer

      Issued by The Greater Boston Food Bank on Nov 2019
      The Greater Boston Food BankAssociated with Ian Gelberg