Nick Henry
Investment Analyst | CFA Level III Candidate | BMO Wealth Management
- Role
- Investment Analyst at BMO
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Nick Henry
Investment Analyst with experience supporting $1.5B+ AUM through equity research, portfolio analysis, and asset allocation. Skilled in fundamental research, security valuation, and client-ready presentation with published work on Seeking Alpha. CFA Level II Candidate (Nov 2025), combining technical modeling skills with a track record of delivering insights that drive performance and asset growth.
Experience
Investment Analyst
Jan 2024 — Present · Los Angeles, CA, US
Support management of $1.5B+ in assets under management through equity research, asset allocation analysis, performance review, trade execution, and compliance monitoring• Create customized asset allocation proposals, prospect presentation materials, and security analysis presentations • Led an initiative to update 700+ Investment Policy Statements, coordinating a team of 6 analysts and presenting to the Regulation 9 Review Committee
Education
TrendUp Finance
Equity Research and Derivatives Trading
California State University-Dominguez Hills
Bachelor of Science - BS, Business Administration
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