Morgan Dykes-McLeod, Barvin Investment Group | Investor Relations, Senior Analyst

Morgan Dykes-McLeod

Barvin Investment Group | Investor Relations, Senior Analyst

Barvin Investment Group

Location
United States - Texas - Houston
Education
Master's degree, Finance And Quantitative Studies
Experience
7 years, 4 Months

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Work Experience

Total years of experience :7 years, 4 Months

Barvin Investment Group | Investor Relations, Senior Analyst at Barvin Investment Group
  • United States - South Houston
  • My current job since December 2021

Key responsibilities:

-FP&A including cash flow modeling, forecasting, and identifying trends.
-Created and presented pitch decks to investors while ensuring the aggregated data tells a clear and cohesive story.
-Preformed market and Economic research
-Managed a team of data analysts.
-Business Development

Senior Analyst, Capital Markets at JLL (Jones Lang LaSalle)
  • United States - South Houston
  • March 2018 to December 2021

After working as an Analyst for over a year, I was promoted to a Senior role. My duties included:

-Managed a team of analysts including setting benchmarks and ensuring they were met by the team.
-Facilitated monthly and quarterly reports for assets within my assigned portfolio.
-Managed large data sets from various databases.
-Running various queries utilizing SQL
-Aggregating data and presenting it in formal settings.

JLL | Capital Markets, Analyst at JLL (Jones Lang LaSalle)
  • United States - South Houston
  • January 2017 to March 2018

Data analytics and modeling to support the Capital Markets team.
Facilitated monthly and quarterly reports for assets within my assigned portfolio.
Managed large data sets from various databases.
Running various queries utilizing SQL

Education

Master's degree, Finance And Quantitative Studies
  • at Rice University
  • March 2023

Specialties & Skills

Investor Relations
Risk Analysis
Financial Planning and Analysis
Strategic Financial Planning
Data Modeling
Financial Modeling

Languages

English
Native Speaker