Ryan Lane
Portfolio Analyst | CFA Level II Candidate
- Role
- Portfolio Analyst at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Analyst
Jan 2024 — Present · New York, NY, US
Analyzed client accounts for unrewarded risk, while tailoring different portfolio allocations based on market climate and 3–12-month outlook• Conducted industry specific research, company valuation, pricing analysis, risk assessment, data structuring and return sensitives to examine potential investments. • Reported cash balances to ensure accounts met liquidity needs, initiated account transfers and sending monthly portfolio & quarterly market updates to advisors
Education
Wagner College
Bachelor of Science - BS, Finance, Minor in Information Systems
2020 — 2024
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