Working in our Servicing Strategy and Analytics department. Develop ad hoc reports, business solutions, evaluate performance of ongoing initiatives. Along with developing new business strategies and recommendations. Present findings and recommendations to key stake holders.

- Help manage project and deliverables for large strategic asset managment clients (+100b in AUM).- Serve as a subject matter expert for the teams inside strategic accounts. Areas of expertise include account performance, portfolio risk, complex account reconciliation and portfolio compliance.- Lead client calls and demonstrations regarding the Clearwater site.- Go on client on-site and lead training sessions during the trips.- Build out and teach training to internal employees about complex topics.

Field accounting and performance queries for large strategic partnership asset management clients. Lead client calls regarding investment account settings, new account onboarding’s, custom report buildouts and accounting questions. Lead live demos on the Clearwater website both introductory navigation demos and specific subject matter area demos (Compliance, Risk, FAS 157 and general ledgers bucketing, etc.). Interpret and code clients investment policies into the internal logic based compliance system. QA and deliver quarterly custom statement slide decks to clients for portfolio reviews. Use SQL to investigate market data for specific financial instruments during the reconciliation process. Conduct research and build reports off of data gathered from internal SQL servers and databases.

Ben previously served as the Student Manager of the University Recreation Center as part of the leadership team. Handling scheduling, event planning, and daily operations. Every day the student leadership team must make sure that the Recreation center is running smoothly, along with over 70 student employees. Tasks such as event planning for the Urec Winter Carnival which had over 250 visitors. Along with, the Urec Laser Tag tournament that had a 4 hour 8 team tournament, that over 60 students participate.

Member of the Energy Sector, which required attendance to weekly sector meeting. During these meetings, the group would discuss stocks that they were looking to invest in. As a sector, we would think of questions and concerns for the proposed company. We would also look at stocks we wanted to pitch within the energy sector and any current news regarding our industry. As a group, we managed over $100,000 of Whitworth endowment. Successful researched and pitched Albemarle (Ticker: ALB) which was sold for a 5.48% gain after fundamental changes in the investment thesis. Also researched Ormat (Ticker: ORA) which the group still holds are part of the investment portfolio.