Aidan Rhodes
Cherry Hill,NJ
Overview
3
3
years of professional experience
1
1
Certification
Work History
Fund Accountant, Alternative Investment Funds
SEI Investments
08.2023 - Current
- Fund administrating for Morgan Stanley's Expansion Capital platform, Approx. 1.1bn AUM consisting of various stage private credit and equity funds.
- Resolving accounting variances and estimating monthly closing accruals through collaboration between international teams in Oaks, India, and Dublin.
- Preparing financial statements and performance reporting for MSIM team that is used in quarterly investor presentations.
- Participating in month, quarter and year-end audit with EY & Deloitte.
- Maintaining relationships with managing and executive directors at MS to ensure clarity, consistency, and efficiency.
Investment Scholar
Saint Joseph's University
12.2022 - 05.2023
- Selected by staff within Finance Dept. to represent SJU as an Investment Scholar at local high schools.
- Created and administered lectures pertaining to the stock market, analysis of securities, and general financial principles in a digestible manner for high school students.
- Guided and clarified student's investment decisions within simulated environment.
Account Manager
Liberty Coca-Cola
07.2021 - 08.2022
- Managed sales route consisting of convenience retail and food service outlets along the Jersey Shore (Wawa, QSR restaurants).
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Facilitated client satisfaction and renewed customer relations to drive 22% sales increase from previous summer.
Sales Merchandiser
Liberty Coca-Cola
06.2020 - 07.2021
- Collaborated with sales team to keep products in stock, build displays, and maintain customer relations.
- Managed 500-1000 case deliveries daily in multiple retail locations along the jersey shore (Shoprite, Acme, Walmart),
- Allocated inventory as needed from truck to shelf, and controlled backstock.
Education
Bachelor's of Science in Business Administration - Finance & Economics
Saint Joseph's University
Philadelphia, PA05.2023
Skills
- Tax Reporting
- Accounts Receivable and Payable
- Administrative Support
- Debt Management
Accomplishments
SJU Economic Honor's Society Member
SJU Lambda Chi Alpha Vice President and Brotherhood Coordinator
Dustin Deckard Memorial Award Recipient - South Jersey Wrestling Hall of Fame
Certification
jdwided
Timeline
Fund Accountant, Alternative Investment Funds
SEI Investments
08.2023 - Current
Investment Scholar
Saint Joseph's University
12.2022 - 05.2023
Account Manager
Liberty Coca-Cola
07.2021 - 08.2022
Sales Merchandiser
Liberty Coca-Cola
06.2020 - 07.2021
Bachelor's of Science in Business Administration - Finance & Economics
Saint Joseph's University
jdwided