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Charles O'Reilly

Charles O'Reilly

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  • Timeline

  • About me

    Investment Banking Analyst at Broadhaven Capital Partners

  • Education

    • Springfield Catholic High School

      2015 - 2019

      Activities and Societies: Varsity Basketball & Football, National Honor Society, Muscular Dystrophy Association (MDA), French Club

    • Boston College Carroll School of Management

      2019 - 2023
      Bachelor of Science - BS Finance and Information Systems

      Activities and Societies: BC Scholars of Finance, Stock Talk, BC Investment Club, Circle K

  • Experience

    • Houlihan's Restaurants, Inc.

      Jun 2019 - Aug 2019
      Server

    • Affinity Wealth Partners

      Jun 2020 - Aug 2020
      Summer Intern

      Affinity Wealth Partners is an up and coming investment group that is dedicated to sustainable and innovative investment strategies. Performed clerical duties and integrated physical client documentation into a digital form for their electronic records. Engaged in basic research of equities that matched the portfolio preferences of the firm's clients. Received training in quantitative and qualitative analysis of industry-leading companies and in observing macro trends.

    • DiiVe

      Jun 2021 - Sept 2021
      Business Consultant

      diiVe is a nonprofit consulting organization based out of South Africa. The program pairs international undergraduate consulting teams with local companies to collaborate in a virtual setting. Conducted industry analysis for an early-stage biotech company as the "Research Lead" of my consulting project group. Created several industry reports, highlighting key market participants, M&A activity, and operational improvements over the last 10 years. Discussed research goals regularly with other team members and revamped internal storage system to increase efficiency. Show less

    • Scholars of Finance

      Aug 2021 - now
      Co-Founder

      - Co-Founder of the SOF Boston College Chapter- VP of Member Experience- Advocate for SOF’s mission, vision, and values of stewardship and integrity in the financial industry

    • Broadhaven Capital Partners

      Jun 2022 - Oct 2022
      Investment Banking Summer Analyst

    • Broadhaven Capital Partners

      Jul 2023 - now
      Investment Banking Analyst

  • Licenses & Certifications