William H. Chenoweth
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
Work History
Senior Operations Analyst, Reconciliation (Private Debt & Private Equity)
SEI Investments
Oaks
07.2023 - Current
- Collaborated with fund accounting, bank debt, and operations teams to achieve accurate and timely reconciliation of investment transactions
- Investigated and resolved discrepancies by analyzing transaction records, identifying root causes, and implementing corrective measures to enhance reconciliation processes
- Managed loan-based fund for clients including Ares Management, Vistria, and Petrichor, overseeing month-end, quarter-end closures, and daily fund organization to ensure operational efficiency.
Sales Associate (Part-Time)
Lowe’s Department Store
Quakertown
02.2019 - 04.2023
- Provided quick and exceptional customer experience by giving fast, efficient answers to solve their conflicts
- Performed many problem-solving skills within the department that helped locate certain items of need for customers
- Responsible for aiding in the Lawn and Garden department
- Awards: Employee of the Month (June 2019)
Equity Research Intern
Marine Street Financial
La Jolla
04.2022 - 07.2022
- Performed structural analysis and identified undervalued equities in sector, enabling firm to formulate BUY recommendations for its investment fund
- Conducted in-depth stock research to identify and evaluate trends in large corporations, guiding clients toward informed financial investments
- Collaborated with colleagues to synthesize findings into comprehensive research reports, enhancing clarity and impact of our analyses
Education
Bachelor of Arts -
Ursinus College
Collegeville, PA05-2023
Skills
Technical Skills:
- Microsoft Office
- RStudio
- SQL
- Process improvement
- Investment analysis
Interests:
- Football
- Golf
- College Basketball
- Baseball
Leadership & Activities
- Ursinus College Varsity Football Team: 08/2019-07/2023, Utilizing communication skills and time management during the season and in the off-season, Attend daily meetings, workouts, games, etc. during the fall and winter, Worked with over 100 teammates to achieve season-long goals, like advancing the team to a bowl game
- Michael Terra Foundation: Board Member, 10/2021-Present, Newly established Foundation to help spread awareness for drug-use in teenagers/young adults in the community, Purpose is to tell the story of Michael Terra and for people to learn on how to deal with the adversities that life offers, Vote on decisions that will help provide more funds to the foundation and spread the importance of the story
- St. Isidore’s Food Pantry: Volunteer, 09/2015-06/2016, Attended weekly meetings to discuss future events to aid people in need, Contributed by organizing and stocking the shelves with incoming collection of food and various items, Assisted at the front desk to help individuals find needed items
Timeline
Senior Operations Analyst, Reconciliation (Private Debt & Private Equity)
SEI Investments
07.2023 - Current
Equity Research Intern
Marine Street Financial
04.2022 - 07.2022
Sales Associate (Part-Time)
Lowe’s Department Store
02.2019 - 04.2023
Bachelor of Arts -
Ursinus College