clark mortell
request for proposal intern
united states
stuart
investment management
microsoft excel, microsoft office, customer service, leadership, microsoft word, social media
Experience
request for proposal intern
barings
investment intern
furman university
Work alongside the Chief Investment Officer and Senior Investment Officer to manage the Furman Endowment fund of over $700 million - Monitor financial markets and provide a daily summary to the Investment Office, in order to understand how changes in the market impact the endowment pool -Learn about the investment managers in the endowment pool by reading their Due Diligence Questionnaires, Presentation Decks, and Monthly/Quarterly Letters
summer analyst
fogel capital management, inc
* Wrote and executed Python coding with web scraping and mass downloading capabilities in order to select files for reconciliation * Reconciled Data for 80 accounts with a focus on Cost Basis, Ending Cash Balance, and Ending Balance * Contributed to the monthly blog with an article concerning saving for retirement and stock choices including KKR and Blackstone
Education
furman university
business administration
the pine school
clark mortell's Contact Information
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