Pre-sales Analyst

- Reconcile investment transactions and accounting for our demo portfolios using a state-of-the-art      web-based system.
      
    - Assist in the successful completion, organization and delegation for prospect RFPs.
      
    - Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
      
    
      - Assist with critical research and preparation for sales visits.



About us

  Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors in over 9,000 organizations. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.

For more than a decade, Clearwater has helped clients such as Cisco, Facebook, Oracle, Starbucks, J.P. Morgan, AIG, Mutual of Omaha, Knights of Columbus Insurance, CopperPoint Mutual Insurance Company, C.V. Starr & Co., Wilton Re., WellCare Health Plans, Arch Capital, and many others, streamline their investment and accounting operations.  Clearwater also works with more than 650 custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their thousands of clients.

With global headquarters in Boise, Idaho, and offices in Edinburgh, UK, Clearwater sets the new global standard for investment portfolio reporting.

Clearwater Analytics

      
    • Deal Flow: assist in identifying and analyzing new potential investments. This includes reaching
      out to businesses with investment potential, sitting in on deal pitches, gathering company and
      
      market data to analyze businesses, and modeling the financial returns of investments....
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About us

  Building businesses. That's our mission at Banyan Ventures—a professional venture-building firm located in Salt Lake City, Utah.

Banyan invests in and grows early-stage companies with revenues of less than $10 million into valuable and sustainable businesses. To accomplish this, we have established a robust infrastructure and proven development methodology that focuses on strategy, organization, execution, and capital. We don’t passively invest in our enterprises—we partner with entrepreneurs to take their businesses to the next level. Our business model is different, and it works.

Currently celebrating our 10th anniversary, Banyan was founded in 2003 by a team of partners with extensive experience in strategic planning, operations, financial management, sales, and marketing. We are actively looking for qualified operating partners and capital partners and for new venture opportunities in the Intermountain West, targeting investments from $500,000–$2 million.

Banyan Ventures

One of 24 analysts chosen to manage ~$500,000 in assets across 4 different funds.      
    
      
    Recommended securities for purchase, sell, or retention through written reports and oral
      
      presentations....
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About us

  The Student Investment Fund provides undergraduate students at the David Eccles School of Business at the University of Utah with hands on investment experience. Students participating in the Fund manage a $400,000 portfolio of exchange-listed equities, ETFs, and money market investments. Students perform both individual and group research projects, learn about various analytical techniques, and make presentations before leading finance practitioners.

SIF students have won recognition at a number of state, national, and international finance competitions.

University of Utah Student Investment Fund

•	Research global and domestic employers and enter data into Salesforce      
    •	Cold Call employers to establish a University Relationship and set-up an initial meeting
      
    •	Update and maintain Salesfroce.com with employer/student information
      
    
      •	Research key potential campus partners...
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I work with the Business Scholars program to mentor students with classes, resumes, presentation,      and writing skills. I am also an intern on the marketing and communications team at the David
      Eccles School of Business where I help produce content for our website in the form of blogs,
      
      podcasts, and videos. Further, event planning and executing are part of my responsibilities.



Work with people of all different ages and skill sets empowering others through the vision of      Chipotle.
      
    Demonstrate excellent work ethic and drive for success in a fast paced environment.
      
    
      



About us

  When Chipotle first opened, the idea was simple: show that food served fast didn't have to be a "fast-food"​ experience. We use high-quality raw ingredients and classic cooking methods, serve in a distinctively designed atmosphere, and provide an exceptional customer experience—features more frequently found in the world of fine dining. As a fast-growing company, we’re always looking for new people to join our team. We provide real opportunity for advancement and a fun, exciting work environment.

Chipotle Mexican Grill

Honors business student interested in venture capital, private equity, as well as startups and small business.

At the David Eccles School of Business, we pride ourselves on providing our community on the University of Utah campus and beyond with all the tools needed to blaze any path into the business world they choose. Our students enjoy hands-on work experiences with both established companies and aspiring startups. Our top-tier faculty provides pioneering research as relevant in the classroom as it is in the boardroom. And our alumni engage with prospective and current students as guest speakers and hosts for networking events with professionals across a range of business-related fields.

Analyst at Clearwater Analytics

Clearwater Analytics

Analyst

Banyan Ventures

Private Equity Intern

University of Utah Student Investment Fund

Equity Research Analyst

University of Utah - David Eccles School of Business

Corporate Outreach Ambassador

University of Utah - David Eccles School of Business

Eccles Ambassador

Chipotle Mexican Grill

Crew Member

University of Utah - David Eccles School of Business

Finance

Bachelor of Science - BS