Catheriene Mulcahy
Conway,SC
Summary
Detail-oriented Junior Portfolio Analyst with proven skills in financial analysis and strategic portfolio management. Adept at analyzing investment trends and preparing comprehensive reports to drive informed decision-making.
Overview
2
2
years of professional experience
Work History
Junior Portfolio Analyst
Boyles Investment Fund - Coastal Carolina
Conway, South Carolina
08.2025 - Current
- Analyzed investment portfolios to identify performance trends and risks.
- Collaborated with team members to develop strategic asset allocation recommendations.
- Prepared detailed reports on market conditions and investment opportunities.
- Utilized financial modeling tools to assess portfolio performance metrics.
- Conducted research on economic indicators affecting investment strategies.
- Presented findings to stakeholders to support informed decision-making processes.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Built and presented investment proposals for clients.
- Recommended methods to increase yields and reduce risk exposure.
Bartender
Shipgarten
Tysons Corner, Virginia
06.2025 - Current
- Managed cash drawer at the end of each shift ensuring accuracy of funds received.
- Assisted customers in selecting drinks based on preferences.
- Engaged with customers to create a welcoming atmosphere.
- Developed good working relationships with fellow employees through effective communication.
- Trained new bartenders on drink preparation and upselling techniques.
- Maintained knowledge of bar and menu options to prepare drinks and make food recommendations.
Customer Sales Associate
European Wax Center
Conway, South Carolina
09.2023 - 05.2025
- Managed appointment scheduling and customer check-ins efficiently.
- Built customer loyalty by placing follow-up calls to customers reporting product issues.
- Attended monthly team meetings to discuss new product launches, promotional campaigns, and changes in store policies.
- Participated in staff training sessions related to sales techniques or customer service skills.
- Worked with fellow sales team members to achieve group targets.
Education
BBA - Finance
Coastal Carolina University
Conway, South Carolina, SCTimeline
Junior Portfolio Analyst
Boyles Investment Fund - Coastal Carolina
08.2025 - Current
Bartender
Shipgarten
06.2025 - Current
Customer Sales Associate
European Wax Center
09.2023 - 05.2025
BBA - Finance
Coastal Carolina University