Sean Delaney
Junior Associate @Fisher Investments
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WORK HISTORY
Junior Associate @Fisher Investments
Tampa, FL, US
Conduct data checks and reconciliation related to securities activity and account performance. • Review portfolio holdings, transaction data, and investment documentation to support investment decision processes.• Gain exposure to portfolio construction, asset allocation concepts, and market-driven client outcomes.• Operate within strict regulatory and compliance frameworks common to institutional investment firms.
EDUCATION
University of South Florida
Bachelors, Finance, General
ABOUT SEAN DELANEY
Finance student at the University of South Florida with a strong interest in financial markets, investment analysis, and portfolio strategy. Currently working as a Junior Associate at Fisher Investments, supporting investment operations through securities data reconciliation, portfolio reviews, and working within institutional regulatory frameworks. Through coursework in investments, financial modeling, and corporate finance, I have developed experience in equity valuation, portfolio theory, and financial analysis using tools such as Excel, Bloomberg, and Tableau. I am particularly interested in careers within investment management, venture capital, and private markets.
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