Danny Chen '12

During the past summer break, I worked as an Equity Research Analyst at Ulland Investment Advisors, a money manager located in Minneapolis. Focusing on the precious metal and health care sectors, I applied stock valuation templates to filter out potential stocks for investment, and wrote detailed research reports on five stocks. To expedite data fetching process, I built an Excel template that automatically collected data from Bloomberg. I was also responsible for updating stocks in the company’s existing portfolio by analyzing their underlying companies’ quarterly reports and conference calls. I presented my research results in weekly research meetings, resulting in adjustment of the stock portfolio. Through working directly with clients, analyzing financial statements, and making investment recommendations, I have developed leadership and analytical skills, gained a deeper understanding about fundamental analysis, and honed my knowledge of accounting and finance. The satisfaction from applying my analytical skills in the real world and seeing its immediate impact drove me to develop a deeper passion in finance. I am very grateful to the MCAN board for making this enriching experience possible. Watch the video.