Skip to content
ep.Ethan PereraFINANCE & RESEARCH

Ethan
Perera

Finance student at UNC Charlotte. Incoming 2027 Merrill Advisor Development Intern, pursuing a career in wealth management.

Explore my work

Selected Work

Equity research01
Cover of the Centrus Energy investment presentation
Investment pitchApril 2026

Centrus Energy

A group investment pitch examining the nuclear fuel business, its competitive position, potential catalysts, and the risks behind a long recommendation.

Investment thesisValuation analysisRisk assessment
Explore the project

About

Ethan Perera
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

B.S. Finance · Expected 2027

Chancellor’s List · Spring 2026
Investment Club Team MVP · May 2026

I’m a finance student at UNC Charlotte, building toward a career in wealth management.

My experience spans equity research, real estate market analysis, and customer service. I’m interested in how careful research and clear communication can help people make better-informed financial decisions.

01

Analyze

Understand a business and examine the assumptions behind its value.

02

Interpret

Place companies within their economic and industry context.

03

Communicate

Turn a complex question into a structured, readable argument.

Experience & Direction

SUMMER 2027 · INCOMING

Advisor Development Intern

Bank of America Merrill Lynch

Accepted an offer for the 2027 Merrill Advisor Development summer internship, with a focus on wealth management.

JUN — AUG 2024

Property Operations & Finance Intern

KP Properties LLC

Supported research on regional real estate trends, comparable properties, and leasing metrics, alongside property operations and tenant communication.

JUN — AUG 2022

Equity Research Intern

Green Base Investment LLC

Assisted with financial statement, industry, and valuation research, including a focus on Latin American e-commerce, banks, and asset managers.

Reflection

I chose these particular examples because they highlight my strengths really well. The paper shows my analytical rigor, as well as my ability to form cogent thoughts and express them in writing. I chose the Investment Club slide deck because it shows my ability to present in front of an audience and work in a team to achieve a goal. I chose these projects with finance employers in mind because they demonstrate research, teamwork, and communication skills relevant to wealth and asset management.

I think the paper shows that I can write, research, and express myself on a given topic while remaining coherent. The slide deck shows my ability to work in a team and present on a topic. I want to pursue wealth management or asset management, but I’m still on the fence at this point.