Summary
Overview
Work History
Education
Skills
Community Engagement Clubs
Timeline
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Gavin Flynn

New York,NY

Summary

Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Versatile Asset Mnager with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions.

Overview

3
3
years of professional experience

Work History

Asset Management Analyst

DLC Management Corp
06.2023 - Current
  • Enhanced portfolio performance by conducting thorough research and analysis of market trends.
  • Optimized investment strategies for client portfolios through comprehensive risk assessment and management.
  • Improved asset allocation by regularly monitoring and adjusting investments to meet specific financial goals.
  • Streamlined reporting processes, saving time and increasing accuracy in data presentation for clients.

Investment Intern

Broad Street Realty
06.2022 - 08.2022
  • Assisted the acquisitions team with daily functions including researching closed transactions, improving analytical tools, and preparing prospective acquisitions pro forma including equity waterfall modeling
  • Supported the asset management team with multiple facets of a portfolio-wide refinance effort including lease review and third-party report review
  • Conducted target market studies and analysis based on outlined investment criteria and presented findings.
  • Enhanced portfolio performance by conducting thorough research and analysis of various investment opportunities.
  • Assisted in managing client accounts, resulting in improved customer satisfaction and retention rates.

Wealth Management Intern

Carr Financial Group
06.2021 - 08.2021
  • Assisted the wealth management team with 12 small and mid-level financial planning projects using analytical tools
  • Successfully produced and presented 5 presentations to new clients with a 100% success rate
  • Assisted in the development of forecasting and analytical tools to help with client portfolio management.

Education

Bachelor of Science in Finance and Real Estate -

Martin J. Whitman School of Management, Syracuse University
05.2023

Skills

  • Performance Benchmarking
  • Equity Research
  • Financial Planning
  • Credit Analysis

Community Engagement Clubs

  • Phi Kappa Psi Fraternity, Syracuse University, Philanthropy Chair, 11/2019, 05/2022, Ran two philanthropy campaigns raising $28,881, a record amount of donations and pledges benefiting Hunters Fund, Communicated with fraternities and sororities on campus to coordinate philanthropy events between organizations, Engaged with children in the local Syracuse community through planning various events, Learned to embrace values of hard work and striving to serve others
  • Syracuse University Investment Club, Syracuse University, Member, 11/2018, Present, Learned investment language and presentation skills, Improved analytical skills in the art of evaluating and pitching different stocks, Gained market insight and valuable speculation skill by working with various funds, Assisted in investment decisions made by SUIC and communicated portfolio highlights to members
  • Orange Real Estate Group, Syracuse University, Member, 09/2021, Present, Participated in discussion sessions with guest speakers about a variety of industry trends and concepts, Contributed efforts to manage OREG property portfolio and perform services including market analysis and property management

Timeline

Asset Management Analyst

DLC Management Corp
06.2023 - Current

Investment Intern

Broad Street Realty
06.2022 - 08.2022

Wealth Management Intern

Carr Financial Group
06.2021 - 08.2021

Bachelor of Science in Finance and Real Estate -

Martin J. Whitman School of Management, Syracuse University
Gavin Flynn