Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
OperationsManager
Ben Bateman
Open To Work

Ben Bateman

Dripping Springs,TX

Work Preference

Desired Job Title

Business Analyst / Business AssociateData AnalystEquitable Research/Fixed Income AnalystEconomics AnalystOperations Analyst

Work Type

Full Time

Location Preference

HybridRemoteOn-Site
Location: Dripping Springs, TX, USAustin, TXSan Marcos, TXKyle, TX
Open to relocation: Yes

Salary Range

65000/yr - 200000/yr

Important To Me

Career advancementHealthcare benefitsCompany Culture

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills with 5 years of management experience to offer with some experience in portfolio management through Texas State.

Overview

12
12
years of professional experience
1
1
Certification
1
1

Bachelor's Degree Summa cum laude

1
1

Associates Degree

Work History

Student Financial Services Specialist Team Lead

Galen College Of Nursing
Austin, Texas
02.2025 - Current
  • Counseled students and parents about financial aid options and program details.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Monitored pipelines to track and log status of loans.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Coached team members in techniques necessary to complete job tasks.
  • Assisted in recruitment to build team of top performers.
  • Developed detailed plans based on broad guidance and direction.

Student Financial Services Specialist

Galen College of Nursing
Austin, Texas
04.2024 - 02.2025
  • Counseled students and parents about financial aid options and program details.
  • Collaborated with community-based organizations to increase economic diversity of applicant pools.
  • Processed unique financial aid profiles for undergrad and post-grad applications.
  • Provided financial aid counseling to enrolled and prospective students.
  • Communicated with prospective students to illustrate available financial aid opportunities.
  • Explained very technical financial information to applicants in easy to understand language.

Fixed Income Trading Portfolio Manager

Texas State University
San Marcos, TX
10.2023 - 12.2023
  • Evaluated risk, gauged relative valuations and identified threats.
  • Made proactive adjustments to portfolios due to market trends.
  • Reviewed and rebalanced client portfolios to adhere to client investment limits.
  • Recommended methods to increase yields and reduce risk exposure.
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
  • Developed financial analysis reports and presentations by applying acquired financial principles.

Fixed Income Analyst

Texas State
San Marcos, CA
08.2023 - 12.2023
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Utilized financial analysis to prepare plans of action for investment.
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
  • Illustrated concepts with charts and graphs showing historical and forecasted trends.
  • Interpreted data on price and yield future investment-risk trends, economic influences and other factors affecting investment programs.
  • Guided stakeholder strategies with financial advice.

Equitable Research Analyst

Texas State
San Marcos, TX
05.2023 - 12.2023
  • Used findings from research and data to make recommendations for business.
  • Analyzed and synthesized research results to present findings to leadership team.
  • Recommended modifications or changes to strategies based on research results.
  • Made proactive adjustments to portfolios due to market trends.
  • Recommended methods to increase yields and reduce risk exposure.

Compliance Manager

Texas State University
San Marcos, TX
07.2023 - 08.2023
  • Executed successful compliance monitoring and risk assessment programs.
  • Maintained compliance standards for all contract deliverables.

Manager

South Congress Cafe
Austin, TX
05.2020 - 01.2021
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Monitored staff performance and addressed issues.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues.
  • Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
  • Entered time and attendance logs in preparation for payroll.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Minimized staff turnover through appropriate selection, orientation and training.

Manager

Trudy's Tex-mex
Austin, TX
08.2018 - 05.2020
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Recruited and hired qualified candidates to fill open positions.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Communicated company directives and programs to associates and ensured all follow-up items were completed accurately and timely.
  • Minimized staff turnover through appropriate selection, orientation and training.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
  • Conducted quality, timely performance feedback and performance appraisals.

Assistant Manager

Trudy's Tex-mex
Austin, TX
08.2016 - 08.2018
  • Delegated daily tasks to team members to optimize group productivity.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
  • Delegated tasks to team members based upon skill level and to achieve organizational goals.

Server

Trudy's Tex-mex
Austin, TX
11.2014 - 08.2016
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Satisfied customers by topping off drinks and offering condiments, napkins and other items.
  • Promoted desserts, appetizers and specialty drinks to optimize sales.
  • Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
  • Enforced minimum age requirements for consumption of alcoholic beverages by checking identification.
  • Arranged place settings with clean tablecloths, napkins and tableware to prepare for incoming guests.
  • Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.

Education

BBA - Economics

Texas State University
San Marcos, TX
12.2023

Associate of Arts - Economics

Austin Community College
Austin, TX
12.2021

Skills

  • Microsoft Office
  • Quantitative and Qualitative Analysis
  • Staff development
  • Project management
  • Marketing
  • Issue and conflict resolution
  • Conflict resolution
  • Relationship building
  • People skills
  • Team management
  • Timing Optimization
  • Customer Service
  • P&L Oversight

Certification

  • FactSet Essentials Core Products

Timeline

Student Financial Services Specialist Team Lead

Galen College Of Nursing
02.2025 - Current

Student Financial Services Specialist

Galen College of Nursing
04.2024 - 02.2025

Fixed Income Trading Portfolio Manager

Texas State University
10.2023 - 12.2023

Fixed Income Analyst

Texas State
08.2023 - 12.2023

Compliance Manager

Texas State University
07.2023 - 08.2023

Equitable Research Analyst

Texas State
05.2023 - 12.2023

Manager

South Congress Cafe
05.2020 - 01.2021

Manager

Trudy's Tex-mex
08.2018 - 05.2020

Assistant Manager

Trudy's Tex-mex
08.2016 - 08.2018

Server

Trudy's Tex-mex
11.2014 - 08.2016

BBA - Economics

Texas State University

Associate of Arts - Economics

Austin Community College

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