Avery Burleson
Carbondale,IL
Summary
Finance graduate with experience in investment research, portfolio management, financial reporting, and data analysis. Experienced in managing a $4.2 million investment portfolio, conducting equity research and valuation analysis, and supporting financial operations through reporting and database management. Strong analytical, communication, and problem-solving skills with proficiency in Bloomberg, Excel, and Access.
Overview
4
4
years of professional experience
Work History
Business Manager’s Student Worker / Graduate Assistant
Southern Illinois University
Carbondale, IL
02.2026 - Current
- Managed and processed up to 60 weekly timesheets and financial documents, ensuring accuracy and on-time completion
- Prepared and analyzed fringe benefit reports, ensuring compliance with company policies and regulatory requirements
- Managed a complex database, maintaining data integrity and supporting efficient reporting workflows
- Maintained and updated up to 20 payroll certifications per month in an Access database, improving data accuracy and accessibility
Bartender and Server
Apple Creek Golf Club
Makanda, IL
03.2026 - Current
- Manage multiple customer orders and transactions simultaneously in a fast-paced environment while maintain accuracy and attention to detail
- Process payments and reconcile customer transactions using POS systems, ensuring accurate handling of cash and credit payments
- Deliver professional, personalized service to club members and guests while addressing questions and resolving concerns efficiently
- Communicate effectively with customers and team members to coordinate service and maintain an organized, high-quality guest experience
- Demonstrate strong time management, adaptability, and problem-solving skills while balancing competing priorities during high-volume shifts
Saluki Student Investment Fund
Southern Illinois University
Carbondale, IL
08.2024 - 05.2026
- Gained hands-on experience in portfolio management and investment research through active participation in the SSIF, managing a $4.2 million portfolio
- Collaborated within sector teams to conduct comprehensive research on Bloomberg Terminals, valuation models, and decision-making for investments on behalf of the SIU Foundation
- Delivered comprehensive presentations to other team members, recommending buy and sell decisions for stocks based on in-depth research and financial analysis
Student-Athlete, Women’s Soccer Team
Southern Illinois University
Carbondale, IL
12.2023 - 05.2026
- Contributed to the team’s success by participating in 100% of all practices, games, and team meetings, displaying dedication to achieving a winning season
- Promoted a positive team environment by maintaining an encouraging attitude and flexibility in challenging situations
- Exhibited strong teamwork, communication skills, and athletic abilities on and off the field, contributing to both individual and team performance
Lifeguard
Greystone Country Club
Hoover, Alabama
05.2022 - 07.2024
- Effectively communicated safety protocols and emergency procedures to 100% of pool-goers, ensuring clear understanding and compliance
- Collaborated with colleagues to maintain a safe and welcoming environment while providing high-quality customer service
- Responded swiftly and effectively to emergencies, demonstrating strong problem-solving abilities under pressure
- Supervised pool area and ensured the safety of all swimmers, achieving 0 incidents and a 95% open rate for the community pool
Education
Bachelor of Science - Finance
Southern Illinois University, College of Business And Analytics
Carbondale, IL05-2026
Mississippi College, School of Business
Clinton, MS12-2023
Skills
- Bloomberg Terminal
- Microsoft Excel / Access
- Financial Analysis
- Leadership
- Strong Critical Thinking
- Time Management
- Attention to Detail
- Adaptability
- Effective Communication
Timeline
Bartender and Server
Apple Creek Golf Club
03.2026 - Current
Business Manager’s Student Worker / Graduate Assistant
Southern Illinois University
02.2026 - Current
Saluki Student Investment Fund
Southern Illinois University
08.2024 - 05.2026
Student-Athlete, Women’s Soccer Team
Southern Illinois University
12.2023 - 05.2026
Lifeguard
Greystone Country Club
05.2022 - 07.2024
Bachelor of Science - Finance
Southern Illinois University, College of Business And Analytics
Mississippi College, School of Business