Intern Spotlight: Ivan Lopez

 

Written by Kelly Inglhofer, Marketing and Communications Coordinator

February 13, 2019

 

At MRA Associates, we are committed to providing quality service to our clients, as well as fostering the personal and professional growth of all team members. Each dynamic internship is tailored to offer the highest amount of mentorship and learning. Interns are exposed to a unique workplace culture that encourages creativity and innovation.

Current Job Title:

Investment Analyst Intern

Degree:

Bachelor of Science in Finance, Bachelor of Science in Business Data Analytics

University or College:

W.P. Carey Business School and Barrett Honors College at Arizona State University

Year of Graduation:

May 2019

Duration of Internship:

Eight Months

What do you most enjoy about working as a member of the MRA Associates team?

What I most enjoy about MRA is the open and collaborative environment. On a daily basis, I am surrounded by team members who are friendly and open to help. My manager, Matt White, takes the time to explain our projects and encourages me to explore different processes to achieve a desired result. I am able to work hand in hand with various departments and holistically grow my professional skills.

Explain an average day during your MRA internship.

Although any day at MRA is not average, I have a variety of core responsibilities that I typically execute each day. My main responsibilities are creating client presentations, conducting portfolio analysis and process automation, and running a variety of investment reports.

What was your most fun experience as an MRA intern?

Believe it or not, my favorite events are the quarterly staff meetings. Mark Feldman makes each meeting engaging and interactive. We also get to learn more about the firm from our clients themselves. Guest speakers offer insight into what the firm has done for them, and how specific team members have made a difference in their lives. It offers another perspective that shows the exact end benefit of the team’s hard work.

What was your most valuable experience as an MRA Intern?

My professional development has excelled since starting my internship with MRA. I could not have asked for a better manager. – Matt truly cares about my learning; steering me toward the right path to achieve my goals. He makes an effort to review all of my options for my professional and personal development, outlines various outcomes, and helps me plan my short- and long-term objectives. The MRA team always adds a personal touch to show all team members are valued.

What’s next for your professional career?

I am excited to continue to learn and grow from my internship with MRA through Spring 2019. After graduating, I plan to work for an RIA firm as an investment analyst or client advisor. I will also begin my trek towards a CFA charter in December of 2019.  Upon receiving my charter, I would like to go back to school to earn a Masters in Computer Science or Data Analytics to aid in the technological revolution occurring in our industry.

Written By

Mark Feldman

Kelly Inglhofer

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates