Analyst at Clearwater Analytics

Bachelor of Science - BS From University of Utah - David Eccles School of Business

Male
Boise, Idaho
WORK DETAILS

Clearwater Analytics

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.
June 2018 - Present
(6 Months)

Banyan Ventures

Private Equity Intern
• 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.... See more
April 2017 - July 2017
(4 Months)

University of Utah Student Investment Fund

Equity Research Analyst
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.... See more
July 2016 - April 2017
(10 Months)

University of Utah - David Eccles School of Business

Corporate Outreach Ambassador
• 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... See more
April 2016 - March 2017
(12 Months)

University of Utah - David Eccles School of Business

Eccles Ambassador
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.
April 2015 - April 2016
(1 Year(s) and 1 months)

Chipotle Mexican Grill

Crew Member
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.
September 2015 - March 2016
(7 Months)
EDUCATIONAL DETAILS

University of Utah - David Eccles School of Business

Bachelor of Science - BS, Finance
Honors business student interested in venture capital, private equity, as well as startups and small business.
2013-2017

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