connor oleferchik

equity research associate

About

Summer Investment Associate at Wells Capital Management

Country

united states

City

clarendon hills

Industry

financial services

Skill

microsoft office, microsoft excel, management, leadership, customer service, microsoft word, powerpoint, research

Experience

equity research associate

baird

summer analyst

oak street real estate capital llc

2015-5 - 2015-8 · 4 mos

Led research and diligence effort for a potential seeding investment which culminated in a detailed investment memorandum with recommendation. Analyzed portfolio net lease assets to assist with fundraising efforts/investor diligence. Attended diligence meetings for potential emerging manager seeding investments.

summer intern

catholic charities of central colorado

2014-6 - 2014-8 · 3 mos

Selected to the summer service program by the Notre Dame Center for Social Concern. Served full-time at Marian House, a full-service emergency services center and soup kitchen serving Colorado Springs, CO. Assessed client needs and ensured that proper assistance was administered.

summer investment associate

wells capital management

2016-5 - 2016-8 · 4 mos

Performed fundamental equity research analysis focused on domestic consumer staples, technology, and select international companies for the Fundamental Growth team. Collaborated with sell-side equity research analysts and target company investor relations personnel to develop equity investment theses. Analyzed target company historical results by segment, and modeled the impact of business trends/management initiatives on projected earnings growth.