Roman Bologov
Finance student at Suffolk University with hands-on experience in equity research, credit analysis, and wealth management. Graduating May 2026.
Finance major at Suffolk University's Sawyer Business School with a Minor in Investment. Dean's List recipient and Merit Scholarship awardee with a 3.54 GPA.
My experience spans equity, credit, and ESG research within wealth management — including a summer at Cambridge Trust where I contributed to published analyst coverage, authored a firmwide white paper on AI in Wealth Management, and presented credit research directly to the bond team.
I am currently a CIT Sector Equity Analyst for the Suffolk Wilcox Fund and a Healthcare Sector Analyst for the Suffolk Finance Club's Tremont Fund. I recently participated in a Private Equity Pitch Competition at St. John's University, presenting a full LBO analysis on Mister Car Wash.
- Equity Research & Valuation
- Credit Analysis
- ESG Investing
- Wealth Management
- Portfolio Management
- Financial Modeling (DCF, LBO)
- Fund Attribution & Risk Analysis
Experience
Professional roles, student fund positions, competitions, and community involvement.
- Supported equity, credit, and ESG research for wealth management teams across multiple coverage areas.
- Updated quarterly equity and fund materials; created interactive FactSet charts for firmwide presentation decks.
- Prepared credit reports and presented findings to the bond team; credited as a contributing analyst on published reports.
- Conducted ESG analyses presented to the Sustainable Equity team.
- Authored an AI in Wealth Management white paper published internally and presented firmwide.
- Analyzed foreign and domestic companies, evaluating financial metrics and future-growth themes.
- Participated in investment meetings and assisted in preparing analyst research coverage.
- Initiated coverage on Entegris (ENTG) following thorough fundamental and sector analysis; position has delivered strong performance since inception.
- Serve on the Performance Team tracking fund attribution and preparing risk-adjusted return reports.
- Tracked sector holdings and thematic exposure, identifying concentration and idiosyncratic risks within the Communications & IT sector.
- Participated in the PE Pitch Competition hosted by the Peter J. Tobin College of Business.
- Developed and presented a full LBO analysis on a publicly traded multi-unit car wash operator (MCW), including debt structuring, return scenarios, and exit assumptions.
- Built a comprehensive DCF for Johnson & Johnson incorporating revenue drivers, margins, capital structure, and terminal value.
- Presented a equity pitch to the fund and board of directors focused on capital allocation and market positioning.
- Covered the healthcare sector, monitoring holdings and tracking thematic developments within the portfolio.
- Provided research supporting the advancement of bills through the legislative process.
- Analyzed current policies and provided constituent services.
- Reported on proposed legislative initiatives and community outreach efforts.
- Managing a small equity portfolio focused on quality companies and capital preservation.
- Applied Bloomberg Terminal and financial news subscriptions to monitor markets and inform investment decisions.
- Conducted ongoing sector analysis making adjustments within the portfolio that accomplish short-term and long-term objectives.
- Coordinated activities and field trips for youth program participants.
- Provided English translation, language lessons, and math tutoring to support recent immigrant families.
Education
Finance major with strong academic standing and industry-relevant coursework.
Skills & Tools
Platforms, analytical methods, and domain knowledge developed through academic and professional experience.
Contact
Open to full-time and internship opportunities beginning Summer 2026.
Let's connect and explore opportunities.
I am actively seeking roles in wealth management, asset management, private equity, and investment research. If you'd like to connect or discuss a potential opportunity, please reach out.
Currently based in Boston, MA. Available for conversation at any time.