K. David Aamot
Arden Hills,MN
Overview
5
5
years of professional experience
Work History
Investment Analyst
Gradient Investments
Shoreview, MN
01.2024 - Current
- Conducted research on companies, industries and markets in order to generate insights for investment decisions.
- Analyzed, evaluated and reported on market trends, investment opportunities, and risks associated with potential investments.
- Developed financial models to assess the feasibility of proposed investments.
- Assisted in preparing presentations for senior management outlining recommended investments based on financial analysis and modeling results.
- Provided advice and recommendations regarding various portfolio strategies, asset allocations, and risk management techniques.
- Assisted Portfolio Managers in various ad-hoc activities weekly.
Investment Analyst
Perceptive Edge Investment Management
Wayzata, MN
05.2022 - 11.2023
- Performed extensive analytical investment calculations and reports as an intern.
- Wrote client-level research reports and contributed to face-to-face investment reviews.
- Used Excel and other software services to build a system to update clients regarding individual equity holdings.
- Utilized financial analysis to prepare plans of action for investment.
- Made improvements to work processes which increased efficiency.
Royals Investment Fund Analyst
Bethel University
01.2022 - 12.2023
- Led small group of analysts in researching then drafting financial reports on equities to report to board.
- Informed investment decisions by analyzing financial information to forecast business, industry and economic conditions.
- Monitored and regularly reported on individual securities and recommendations.
Capital Markets Teacher's Aid
Bethel University
Saint Paul, MN
08.2023 - 12.2023
- Supported the professor by managing files, preparing materials and updating records.
- Graded tests and other course work each week as needed.
- Supported students who wished to improve their study habits or quality of their work.
Construction Manager
Granite Mountain Construction
Bozeman, MT
07.2020 - 08.2020
- Maintained daily communication with workers to drive forward progress of project.
- Addressed and resolved on-site problems to keep teams on-task and avoid development of larger concerns.
- Inspected sites before and after construction projects.
Coach
Jeff Tricky Quarterback/Wide Receiver Elite Camps
07.2019 - Current
- Tracked and monitored individual athlete's performance as well as broke down their technique to find ways to improve.
- Lead a group of young athletes (8-18) through each step/drill/concept of the camp. Work with athletes individually and in small groups. Share own experiences on and off the field in regard to academics, football and life. Break down route running mechanics on film. Teach and critique wide receiver mechanics.
Education
Bachelor of Science - Finance And Accounting, Economics And Finance
Bethel University
Saint Paul, MN12.2023
Skills
- FACTSET
- Microsoft Excel
- Microsoft Word
- Investment Analytics
- JMP
- Tableau
- Project Management
- Social Media Management
- Portfolio Analysis and Strategy
- Tax Preparation (VITA/TCE Basic Certification)
Accomplishments
- CFA Level 2 Exam Candidate
- Collegiate NCAA Varsity Athlete - Football
- Participant in CFA Research Challenge
- Volunteering with Prepare and Prosper: Preparing Tax Returns for Low Income Individuals.
- Volunteering with FCA (Fellowship of Christian Athletes) (100+ hrs). Regularly Mentored Four High School Students.
- Volunteered for Grace Bible Church as well as Redemption Church in St. Paul Minnesota.
Timeline
Investment Analyst
Gradient Investments
01.2024 - Current
Capital Markets Teacher's Aid
Bethel University
08.2023 - 12.2023
Investment Analyst
Perceptive Edge Investment Management
05.2022 - 11.2023
Royals Investment Fund Analyst
Bethel University
01.2022 - 12.2023
Construction Manager
Granite Mountain Construction
07.2020 - 08.2020
Coach
Jeff Tricky Quarterback/Wide Receiver Elite Camps
07.2019 - Current
Bachelor of Science - Finance And Accounting, Economics And Finance
Bethel University