About Me
Hello, my name is Andrew Ochoa. I am a senior at Cal State Fullerton pursuing a Bachelor's Degree in Business Administration with a concentration in Finance. I have had a passion for the study of business and finance at an early age which continues to motivate me to further a career in the investment field.
I am currently an investment analyst at Titan Capital Management among 20 other individuals. As a team, we manage three portfolios of collectively over $1 million. This program has helped me grow and gain experience in which I have applied in managing my own personal investment portfolio. These positions have allowed me to self-discover and enhance my interests in the financial market.
As I advance through my education, my passion for business and financial analysis continues to develop. Upon graduating in May 2021, I will work towards obtaining CFA Level 1 and an analyst position in the investment field.
"In the world of business, the people who are most successful are those who are doing what they love." - Warren Buffett
Relevant Experience
Investment Analyst
April 2020 - Present
- I am responsible for financial analysis research to find potential investment opportunities. I utilize FactSet and Excel to develop buy/sell reports which are based on the economic environment, fundamental analysis, and valuation.
- I collaborate with 20 other analyst to determine the most fitting companies for our client's portfolio to minimize their risk exposure.
Equity Lead
January 2020 - Present
- I distinguish between the risk and return characteristics of stocks and bonds to generate buy/sell reports based off of market research and valuation results.
- I took on a lead position in which I manage a team of analysts and foster growth of financial analysis skills.
- I perform due diligence to identify investment opportunities aligned with client’s IPS.
Thank you
Credits:
Created with images by Sean Pollock - "Taller than the Trees" • Paul Fiedler - "Looking up to Frankfurt's skyscrapers during a foggy morning. " • Alec Favale - "untitled image" • Annie Spratt - "Business section of a newspaper"