مورغان ماكلويد, Barvin Investment Group | Investor Relations, Senior Analyst

مورغان ماكلويد

Barvin Investment Group | Investor Relations, Senior Analyst

Barvin Investment Group

البلد
الولايات المتحدة - تكساس - Houston
التعليم
ماجستير, Finance And Quantitative Studies
الخبرات
7 years, 4 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :7 years, 4 أشهر

Barvin Investment Group | Investor Relations, Senior Analyst في Barvin Investment Group
  • الولايات المتحدة - South Houston
  • أشغل هذه الوظيفة منذ ديسمبر 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 في JLL (Jones Lang LaSalle)
  • الولايات المتحدة - South Houston
  • مارس 2018 إلى ديسمبر 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 في JLL (Jones Lang LaSalle)
  • الولايات المتحدة - South Houston
  • يناير 2017 إلى مارس 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

الخلفية التعليمية

ماجستير, Finance And Quantitative Studies
  • في Rice University
  • مارس 2023

Specialties & Skills

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

اللغات

الانجليزية
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