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    Andre Kobin

    Student at The George Washington University School of Business

    Andre Kobin is a finance professional based in the New York City Metropolitan Area, currently serving as a Private Wealth Management Intern at Lifelong Investments. His internship lasted from May 2021 to August 2021, during which he managed over $4 million in client investments and utilized various financial products and services from First Allied Securities. His responsibilities included analyzing stocks and exchange-traded funds through valuation modeling and portfolio stress testing using BlackRock’s Aladdin platform. Additionally, he prepared and presented weekly progress reports on client positions to the managing director to assist in investment decisions.1

    Prior to his internship at Lifelong Investments, Kobin held a position as a Portfolio Management Intern at D.C. Alpha Fund from June 2020 to April 2021. In this role, he raised over $100,000 by engaging private investors and managed a financial services sector portfolio worth over $100,000, conducting in-depth financial analyses using various methodologies.1

    Kobin's background reflects a strong focus on finance with expertise in credit risk analysis and strategic consulting, positioning him as an emerging talent in the wealth management sector.1

    Highlights

    Dec 20 · lba.ca
    Investment Management Team | Letko Brosseau - Global Investment Management
    Nov 15 · jflglobal.com
    Private Wealth - JFL Global
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    Related Questions

    What specific skills did Andre Kobin use in his role at Lifelong Investments?
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    What were the main responsibilities of Andre Kobin during his internship at Lifelong Investments?
    How did Andre Kobin contribute to the management of client investments at Lifelong Investments?
    What tools and platforms did Andre Kobin use in his analysis and portfolio management at Lifelong Investments?
    Andre Kobin
    Andre Kobin, photo 1
    Andre Kobin, photo 2
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    Location

    Basking Ridge, New Jersey, United States