Ponte Vedra, Florida
Finance student at Florida State University, pursuing a career in investment banking
I am completing a Bachelor of Science in Finance at Florida State University with a 4.00 GPA. Alongside my coursework, I have built experience in wealth management, equity research, and private equity style sourcing. My interest in markets began early, through observing them, and developed into a specific interest in investment banking after a conversation with my cousin, who works in M&A in New York. What drew me to the field was not its reputation, but the depth of analysis required to determine what a company is truly worth, and the consequences of getting that analysis right.
Outside the classroom, I have sought out as much practical experience as possible through internships, valuation competitions, and a selective investment banking workshop. Each has taught me something a classroom setting could not.
Atlantic Edge Private Wealth Management, Jacksonville FL
Analyzed client portfolios across equities, fixed income, and mutual funds, supporting the senior advisor in aligning recommendations with each client's objectives and risk tolerance. Monitored interest rate trends and sector developments, and maintained client records to support efficient, informed decision-making.
Stanton Research Group, New Brunswick NJ
Developed a comprehensive investment thesis on a publicly traded technology company, analyzing its financial statements, competitive position, and key value drivers. Built an integrated DCF model that was evaluated by the program's executives on the quality of the forecast, the valuation methodology, and the strength of the investment thesis.
Undergraduate Investment Group, Tallahassee FL
Supported analysts in researching and developing an equity pitch for the FSU Student Investment Fund, presented to the master's students who manage it. Selected as one of four teams to compete at UIG's West Palm Beach competition, presenting an investment pitch on Adobe to wealth management professionals.
Caprae Capital, Glendale CA
Conducted subsector analysis to identify acquisition targets aligned with a client's investment criteria, evaluating company growth, margins, and market positioning. Led outreach to business owners to initiate conversations about potential transactions.
Cohort Member
Selected as one of sixteen students for a year-long investment banking program led by FSU upperclassmen and alumni with experience in investment banking and private equity. The program includes weekly sessions on interview preparation and technical training, along with in-person corporate visits.
The Finance Society, Participant
Developed a sell-side valuation thesis for Rapid7 using a DCF and comparable companies analysis, then presented the pitch to senior members of TFS IBA and defended the recommendation under questioning.
Outside of my academic and professional work, I have a strong interest in urban planning. It reflects the same curiosity that drew me to finance: understanding why a system operates the way it does. In the case of cities, that means studying zoning, transit systems, and infrastructure decisions that shape how communities develop over time.
I also try to train consistently, spending time most weeks on traditional strength training in the gym.
I welcome the opportunity to discuss finance, urban planning, or related topics. I can be reached at brandon.cole.martinez@gmail.com.