Isabella Abreu

Experience

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  Flyer Consulting

  Jan 2021 - Feb 2023

  Consultant

  Provide high quality, thorough business solutions to non-profits in the Dayton area and beyond, working with clients to advise technical, business development, and marketing implementations to maintain the organizations project charter goals.

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  Davis Center for Portfolio Management - University of Dayton

  Oct 2021 - Jul 2024

  Equity Research Analyst

  The DCPM is the largest student-run equity portfolio in the country. Together, we manage roughly $60 million using a top-down, bottom-up approach benchmarked against the S&P 500. With a "Growth at a Reasonable Price" philosophy, and through the help of top-tier technology such as Bloomberg, Factset, and Morningstar, we are able to generate substantial alpha against our benchmark.Participated in a 8-week intern process consisting of a rigorous education program covering various topics such as financial statement analysis, macroeconomic trends and drivers, industry primers, and financial modeling. Actively conduct professional pitches, reports, and valuation models on companies in the Communication Sector. Mostrar menos

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  Girls Who Invest

  Jan 2022 - Jan 2022

  Online Intensive Program Scholar

  Selected to be a part of a tuition-free, self-guided learning experience that allows female students to learn core finance and investment concepts. Worked through a structured timeline, I am able to receive completion certificates from the CFA institute, Wall Street Prep, and Wharton Online.

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  University of Dayton

  Jan 2022 - Jul 2024

  Student Engagement Assistant

  Actively create and organize student programming for marginalized and underrepresented students at the University of Dayton under the Multicultural Education and Engagement Center.

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  Baird

  Jun 2022 - Jan 2022

  Private Wealth Management Summer Internship

  Worked directly with the Family Wealth Partners Group in Dayton, Ohio. Providing the highest level of client and advisor assistance, by putting together portfolios, managing accounts, preparing presentations, among other tasks.

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  Flyer Angels

  Jan 2023 - Jul 2024

  Co Managing Director

  Flyer Angels is a student-run angel investment fund at University of Dayton that manages $1M. Flyer Angels partners with Rev1 Ventures in Columbus, OH to invest in Ohio-based seed and startup stage tech companies.

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  Women Founders

  May 2023 - Jul 2024

  President of Collegiate Chapter

  Women Founders is an organization dedicated to creating a space for young women who would like to own their own business one day or be involved in the entrepreneurship and innovation space in the future. Through mentor matching, speaker series, networking events, and professional development sessions, our organization strives to create the education and connections necessary to be successful women in the entrepreneurial space.

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  Prudential Financial

  Jun 2023 - Jan 2023

  Chief Investment Office: Fixed Income Portfolio Management Intern

  Assisting the US portfolio management team on the day-to-day management for their Annuities and Life Insurance portfolios and recommending actions to the portfolio managers to adjust duration and cash positioning when needed.

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  Suade

  Nov 2023 - Jan 2023

  Fundraising Associate

  Through my current fundraising experience at Suade, I have actively leveraged my research, communication, and strategy skills to drive fundraising efforts. I have had the opportunity to research and identify potential investors aligned with company values and created an investor targeting strategy to focus our outreach on firms specializing in conversational AI. I draft customized fundraising emails that convey our mission and value proposition persuasively, analyzing results to identify optimal messaging and positioning. Additionally, I conduct comprehensive market research on trends and opportunities in the conversational AI space and also optimize fundraising materials and pitch decks, enhancing their effectiveness for use in startup competitions and key investor meetings Mostrar menos

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  Prudential Financial

  Jul 2024 - now

  Portfolio Management Analyst: Fixed Income Markets

  In my role as a Portfolio Management Analyst, I support the day-to-day management and strategic initiatives for the Closed Block, Long-Term Care, and Corporate and Other portfolios. My responsibilities include conducting detailed reporting and analysis on asset allocation, managing cash flow activities to maintain liquidity, and supporting tactical portfolio initiatives aimed at enhancing returns and aligning with overall investment objectives. By closely monitoring these portfolios and contributing to strategic decision-making, I help drive effective portfolio management and achieve targeted financial outcomes. Mostrar menos