Summary
Overview
Work History
Education
Skills
Timeline
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Alex Knight

Open To Relocation - Denver,CO

Summary

Financial professional with over eight years experience investing across public and private markets. Skilled in developing investment strategies and executing on the business plan in both analytical and client-facing roles. Driven achiever with interpersonal skills to succeed in a collaborative environment.

Overview

9
9
years of professional experience

Work History

Private Equity Associate

Good Investment Partners
11.2022 - Current


  • Responsible for sourcing, evaluating and executing across all investment strategies
  • Increase deal flow by effectively researching and identifying potential investment opportunities
  • Develop financial models for strategic acquisitions, resulting in successful portfolio expansion
  • Conduct comprehensive market analysis to better inform investment decisions and strategy
  • Assist with all aspects of Due Diligence process across the transaction cycle
  • Present findings to senior management during investment committee meetings, contributing to informed strategy development
  • Assist in securing financing for various deals, streamlining the transaction process

Investment Sales

RealView Real Estate
09.2021 - 10.2022
  • Boutique brokerage firm specializing in middle-market multifamily transactions
  • Personally responsible for all aspects of the brokerage cycle – prospecting, underwriting, marketing, and transaction management
  • Built up personal CRM to amass over 300 potential clients holding 325 investment properties.
  • Analyzed potential investment opportunities using comprehensive research methods to provide valuable insights to clients

Senior Research Associate

Personal Capital
07.2017 - 08.2021
  • Member of the Portfolio Management team responsible for implementing, trading and maintaining proper asset allocation for Personal Capital’s $20 billion AUM portfolio
  • Contributed to Investment Committee portfolio construction decisions with coverage on the Technology sector as well as the Foreign Equities asset class
  • Participated in weekly meetings with the Chief Investment Officer to discuss sector coverage and review portfolio holdings
  • Responsible for all portfolio performance and analytics requests including attribution, company metrics and valuation analyses, and risk and return analyses
  • Lead contact for private equity offering for UHNW clients responsible for onboarding new clients, servicing capital calls and new commitments, and due diligence with fund provider.
  • Personally implemented over $600M of new client assets across core investment strategies
  • Instrumental team member in establishing new trading platform following acquisition by Empower
  • Previously Research Associate

Operations Associate

Personal Capital
06.2015 - 06.2017
  • Responsible for all operational aspects related to new clients including establishing new investment accounts and facilitating the transfer of assets
  • Successfully on-boarded 187 clients totaling over $58 million in new client relationships
  • Proficient in MyVest Strategic Portfolio Software, Pershing NetX Investor, Microsoft Excel and Salesforce CRM
  • Improved operational efficiency by implementing new processes and streamlining existing workflows
  • Previously Sales Associate

Education

BBA - Finance

The University of Iowa – Henry B. Tippie College of Business
Iowa City, Iowa
05.2015

Skills

  • Investment Philosophy
  • Financial Modeling
  • Financial Analysis
  • Market Trends
  • Trading Strategies
  • Portfolio Management
  • Relationship Building
  • Critical Thinking

Timeline

Private Equity Associate

Good Investment Partners
11.2022 - Current

Investment Sales

RealView Real Estate
09.2021 - 10.2022

Senior Research Associate

Personal Capital
07.2017 - 08.2021

Operations Associate

Personal Capital
06.2015 - 06.2017

BBA - Finance

The University of Iowa – Henry B. Tippie College of Business

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Alex Knight