Closing Thoughts

Although this final post is supposed to be about the end of my internship, I still have a couple of weeks remaining. This past week, I completed one of my final projects to support our team's private wealth management group's client pitch, including models, strategy outlooks, and market outlooks. It was a great experience to learn about various investment products. However, I do not envision myself entering a career within private wealth management. Four Wood’s operations go far beyond PWM though, and there are various opportunities to work across different areas of the investment universe.

As for my remaining projects, I have yet to complete an investment pitch for a private equity group looking at high yield real estate investments in Brazil. Working on due diligence for this project, I gained a lot of insight on global economic trends and market-shifting indicators. This will definitely be useful for me, as I definitely have plans to remain involved in finance for a time to come.

This leaves one major question – what will I choose to do next year? As of last week, it seems like there have been strong indications of interest that the Four Wood team will extend a return offer.

There was no formal performance review but feedback came in little bursts throughout the summer. In terms of the feedback I received, the team commented that I was a quick study and fit in really well at Four Wood Capital Partners. I was also able to juggle a lot of tasks at once, which I think was a big plus in a firm with about 25 people. I think my attitude towards working with a new company went over well. For areas to improve on, I’ll reference back to myself being a quick study—with friends, it can be easy to talk about topics which I am no master of, but with financial professionals, they are all much more experienced than me, and it is important to know everything about a topic if you don’t want it to become clear you have no idea what you are really talking about.

I have enjoyed my summer internship and hope all followers have enjoyed reading about it.