Vivian Guo

Duke University

Equity Research Analyst Intern

Romero Research

Overall Rating:
Training:
Internship:
Mentorship:
Career Development:

Review Date: May 10, 2022

Experience Prior To The Program

I had very little knowledge of finance–I had only heard of terms like “investment banking” and “equity” thrown around as buzz words, but I didn’t know what they actually meant. I joined to deepen my understanding of the finance industry and what type of technical work professionals do.

Training Experience

This training was super helpful in clarifying some of the difficult jargon and concepts used in finance, and it helped me become proficient in financial accounting and Excel. These skills are extremely applicable to most finance careers, and they helped put me a step ahead as an undergraduate student.

As an undergraduate student pursuing finance in a college that does not provide a business degree, I learned a lot of key skills that I would not have otherwise gotten exposure to until junior year internships or full-time career roles.

Internship Experience

The internship helped me learn more about how analysts conduct due diligence and develop an investment presentation. I learned a lot about time management, attention to detail, and how to do research. Although the internship was a little stressful because I had to balance it with my schoolwork and some other extracurriculars, I would definitely do it again because of all the practical skills and insight into investment banking that it gave me.

Mentorship

Mr. Romero was very helpful during the one-on-one mentorship sessions, and it is clear to see he has many years of prior experience in investment banking.For example, when I struggled with a data table analysis and showed him my work, he was able to find the problem, help me solve it, and provide an explanation quickly. I also appreciated how accommodating he was. There were some weeks where I could not make the deadline due to midterms or other commitments, and he allowed me to get an extension on projects.

Career Development

Mr Romero helped me review my resume during the one-on-one mentoring session, which helped me improve it to a more professional feel.

Final Remarks

I would definitely recommend this program to students interested in finance who are looking to get a step ahead. As an undergraduate student pursuing finance in a college that does not provide a business degree, I learned a lot of key skills that I would not have otherwise gotten exposure to until junior year internships or full-time career roles. Although I do understand the cost and the time commitment can be intimidating, if you have the time and means to afford it, it's a worthwhile investment!