Jay Rathe
Iowa City,IA
Summary
A senior at the Tippie College of Business pursuing a major in Finance and a minor in Psychology. A hardworking and motivated individual with a desire to learn more about what it takes to be a successful investor and businessman. Although my main interests lie in Finance and Investing, I like to consider myself a life-learner, and am excited to learn whatever I need to in order for myself and others around me to be successful. I'm an intrinsically motivated person who loves to work with and motivate the people around me.
Overview
1
1
year of professional experience
Work History
Financial Analyst Intern
Astor Janssen Holdings
06.2023 - 08.2023
- Analyzed and monitored statistical data trends within real estate and bond markets.
- Used Excel to calculate profitability, solvency and liquidity of specific companies.
- Used CAPM and other models to predict client's portfolio returns.
- Participated in conference calls and meetings and interacted with key leaders.
- Developed financial models for projects and presentations.
Merchandiser
Atlantic Bottling Company
05.2022 - 08.2022
- Learned and employed firm-specific marketing techniques in order to maximize Coca-Cola sales in retail stores (HyVee, Fairway).
- Monitored inventory levels and kept adequate stock in product displays on the sales floor.
- Utilized data from store algorithms to optimize product placement.
- Updated pricing and signage to complete product displays and inform customers.
Education
BBA - Finance
University of Iowa
Iowa City, IA05.2024
Skills
- Excel/ Microsoft Office
- Financial Analysis
- Personability
- Forecasting
- Portfolio Construction
- Detail Oriented
Activites
- Volunteer at UIHC
- Hawk Trade
- Iowa Women's Basketball Grey-Team
- Youth Leadership Ames
Timeline
Financial Analyst Intern
Astor Janssen Holdings
06.2023 - 08.2023
Merchandiser
Atlantic Bottling Company
05.2022 - 08.2022
BBA - Finance
University of Iowa
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