Lauren Katherine Dowling
Boston,MA
Summary
Driven by a passion for financial markets, and helping those in need plan for a better financial future. I excel at Fidelity Investments, helping clients plan for a better retirement through outreach and also providing superior client service. Additionally contributing to my team in unique ways using innovative team exercises and helping new members. I work hard to implement feedback, and constantly try to grow in my role and in my career with Fidelity. Striving to be one percent better each day.
Overview
1
1
year of professional experience
Work History
Work Place Planning Associate
Fidelity Investments
Smithfield, RI
02.2024 - Current
- Participated in RWPA team's initiative to help individuals attain their retirement goals.
- Execute outbound calls each day to support participants in their retirement plans.
- Handle daily inbound calls to assist Fidelity clients with diverse 401k plan needs. Connect clients with additional resources if needed.
- Guided group exercises to bolster teamwork and morale. Using outside hobby of Improvisation to improve team's quick-thinking skills.
- Instructed skills, shared language, and provided guidance in best practices for WPA role to new members of the C&A team through Double-jacking both in office and remote.
Asset & Investment Management Intern
Shelter Growth Capital Partners LLC
- Helped originate and source loans and build attractive return profiles for each investment strategy; worked in both residential and commercial sides to help manage multiple funds across both platforms in the real estate debt market
- Worked with General Counsel/Compliance Officer to understand separate entities of the company on/ and offshore, in both commercial and residential side
- Additionally, discussed SEC exams, compliance requirements per employee, NDAs and other necessary contract developments
- Applied skills and knowledge from Whitman courses, while also learning a plethora of new information regarding the ins and outs of what it takes to run a successful hedge fund
Education
Bachelor of Science Degree - Finance
Syracuse University
05.2023
Skills
- Securities Industry Essentials (2024)
- Series 7 - General Securities Representative Qualification Examination (2024)
- series 66 - NASAA Uniform Combined State Law Examination (2024)
- Alternative Investment Analyst Charter FAI Certified (2023)
- Microsoft Excel Certified
- Tableau Data Analytics & Visualization Software
- Bloomberg Market Concepts
Affiliations
- Improv student - completed level 1 currently in level 2
- Finisher of 2024 Nantucket triathalon- currently training for 2025
- Mentor in Partners for Youths with Disabilities
Timeline
Work Place Planning Associate
Fidelity Investments
02.2024 - Current
Asset & Investment Management Intern
Shelter Growth Capital Partners LLC
Bachelor of Science Degree - Finance
Syracuse University
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