John Burg
Lehi,UT
Summary
Dynamic Investment Analyst Intern at DFPG Investments with expertise in alternative investment due diligence and financial statement analysis. Proven ability to enhance client relationships and deliver insightful investment recommendations. Strong analytical thinker with a track record of effective team collaboration and problem-solving in high-pressure environments.
Overview
3
3
years of professional experience
Work History
Investment Analyst Intern
DFPG Investments
2025.02 - Current
- Worked alongside the entire Asset Management Team to provide the best outcome for our network of advisors
- Specialized in Alternative Investment Due Diligence
- Presented Investment Reviews to the investment committee and gave analyst recommendations
- Provided ongoing monitoring on operating funds
Sales Associate
Camping World RV Sales
2023.08 - 2025.02
- Managed customer relationships in order to find the right solution for their specific situation
- Negotiation skills, our pay was based on how much gross profit we could maintain on the units
- Being the face of the entire customer experience
- Calling past customers and getting them back through the doors
Education
Bachelor of Science - Finance
Utah Valley University
Orem, UT2025-12
Skills
- Fundamental analysis
- Financial statement analysis
- Portfolio management
- Analytical thinking
- Risk assessment
- Client relationship development
- Team collaboration
- Problem-solving abilities
- Data interpretation
- Due diligence
- Microsoft Excel proficiency
Languages
Spanish
Professional Working
Timeline
Investment Analyst Intern
DFPG Investments
2025.02 - Current
Sales Associate
Camping World RV Sales
2023.08 - 2025.02
Bachelor of Science - Finance
Utah Valley University