Omar Lopez

Private Equity Associate at Audax Group

Boston, Massachusetts, United States Contact Info
967 followers 500+ connections

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Activity

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Experience

  • Audax Group

    Audax Group

    1 year

    • Audax Group Graphic

      Private Equity Associate

      Audax Group

      - Present 1 month

      Boston, Massachusetts, United States

    • Audax Group Graphic

      Private Equity Analyst

      Audax Group

      - 1 year

      Boston, Massachusetts, United States

  • Audax Group Graphic

    Summer Analyst

    Audax Group

    - 3 months

    Boston, Massachusetts, United States

  • Intern

    Elizabeth Sadoff Art Advisory

    - 5 months

    New York City Metropolitan Area

  • ICNCLST/ Graphic

    Intern

    ICNCLST/

    - 6 months

    New York City Metropolitan Area

  • Audax Group Graphic

    Portfolio Company Intern

    Audax Group

    - 3 months

    Boston, Massachusetts, United States

  • J.P. Morgan Graphic

    Financial Services Insititute Participant

    J.P. Morgan

    - 6 months

    New York City Metropolitan Area

  • Citi Graphic

    Early ID Leadership Program - Sales & Trading

    Citi

    - 3 months

    New York City Metropolitan Area

  • WhiteCliff Wealth Management Graphic

    Summer Intern

    WhiteCliff Wealth Management

    - 10 months

    Doylestown, Pennsylvania, United States

    • Utilized PowerPoint to create performance reports for client portfolios, and conducted market research to establish a benchmark against the S&P 500 for each individual portfolio
    • Synthesized client data in order to develop financial plans based on risk tolerance and preferred asset allocation for clients with a net worth over $100,000
    • Established relationships with new clients and proactively helped resolve issues and concerns
    • Independently managed and redesigned company website…

    • Utilized PowerPoint to create performance reports for client portfolios, and conducted market research to establish a benchmark against the S&P 500 for each individual portfolio
    • Synthesized client data in order to develop financial plans based on risk tolerance and preferred asset allocation for clients with a net worth over $100,000
    • Established relationships with new clients and proactively helped resolve issues and concerns
    • Independently managed and redesigned company website for easier client use

  • Marketing and Social Media Intern

    Immigrant Volunteers Network

    - 1 month

    Remote

    • Conducted research related to COVID-19 to help generate a pitch for potential partners and donors
    • Collaborated with colleagues on the development and implementation of social media strategies
    • Analyzed immigrant volunteering trends in New York, Pennsylvania, and Connecticut in order to identify severely affected communities and potential volunteers

Education

  • Hamilton College Graphic

    Hamilton College

    Bachelor's degree Computer Science

    -

    Activities and Societies: Student Assembly, QuestBridge, Finance Club, Financial Literacy Club, ROOTS

  • Central Bucks HS-South

    -

    -

Licenses & Certifications

Organizations

  • Audax Group

    -

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