Kenny Ortiz

About Kenny Ortiz

As a college student who refuses to let my opportunities go to waste, I am actively pursuing my dream of investment banking and seeking opportunities for a 2027 summer analyst internship. Although it may seem like I have my goals set, it wasn’t always like this. While attending Kingsborough Community College, I was trying to determine what I would want to do in business. Fortunately, my coursework and college experiences have led me to my interests in finance, market research, and client relations. However, I was still unsure about what I wanted to do. When I thought I was interested in marketing as a career, I interned at the CUNY Spring Forward program to further my career in digital marketing. Back then I thought it was important for me to seriously aim for experience and become the best marketer I could be—so much so that I lost track of what I actually enjoyed doing. Let\'s just say I found out marketing wasn\'t my calling, even though I learned so much. At my internship site (Stronger Through Faith Media), I built and strengthened my communication and organizational skills through the completion of weekly assignments and conducting client interviews. I had thought that marketing was my calling, so strengthening these skills was a priority for me at the time. As a passionate student, I always looked for plenty of different ways that I can build myself up. Even if it meant gaining job experience as an assistant teacher. As an assistant teacher under the SYEP program, I developed many skills including leadership, teamwork, and event planning. Back then I was trying everything I could to strengthen my abilities and make a name for myself. Even though I learned a lot, I knew this wasn’t my calling either. Even though neither of my job experiences led to the future that I had seen for myself, I’m grateful for them. They led me to develop a strong ambition for investment banking. Not only in my job experiences—but also in my college coursework as well.These experiences alongside my studies have given me a strong analytical mindset as well as a determination to thrive in fast-paced environments. I am a person who thrives on ambition and discipline in order to improve 1% each day. I’m for gradual self-improvement and strive to exert continuous growth. That is why I’m so drawn to investment banking—because I value strategic problem-solving and the challenge of it. I know that this is a tough line of work, but that is why it is fulfilling. I’m eager to continue growing through mentorship and hands-on experience in the investment banking field!

Experience

1. Deal Sourcing Intern

   Sands Enterprises

   Dec 2025 — Present · US

   Identified founder-owned and under-marketed businesses through structured research, enhancing visibility into potential acquisition opportunities.• Executed targeted sourcing efforts by analyzing regulatory and industry datasets, improving lead quality and strengthening the firm’s early-stage deal pipeline.• Assessed companies’ regulatory classifications, operating activities, and ownership structures to determine strategic fit, increasing the efficiency of qualifying outreach targets.• Built accurate CRM profiles by compiling operational notes, compliance indicators, and business model details, enabling clearer prioritization for the investment team.• Filtered out non-qualifying businesses (e.g, government-owned, venture-backed, or non-relevant operations) to maintain a focused and actionable sourcing list.• Strengthened the firm’s sourcing process by cross-referencing multiple public databases and uncovering overlooked small businesses, contributing to a more robust understanding of niche market landscapes.

Education

• Baruch College

  Bachelor of Science - BS, Finance, General

• Kingsborough Community College

  Associate of Science - AS, Business Administration