Benjamin Bertan Email & Phone Number

Chicago, IL, US

Pittsburgh, Pennsylvania, US

Risk Specialist within the COO Office in PNC's Risk Management Organization- Leading the re-establishment of my group’s digital document retention strategy including the renovation of 33 document repositories, defining standard operating procedures, and documenting governance practices to reduce e-waste and cut costs- Co-authoring a Gap Analysis White.

Pittsburgh, Pennsylvania, US

Operational Risk Management Rotation – ILD/ELD, Scenario Analysis, and CCAR- Participated in risk identification workshops with multiple lines of business in 2022’s Scenario Analysis (non-CCAR) program gaining insights on how senior leadership identifies, navigates, and plans for contingency in economically adverse scenarios- Acted as an advisor supporting.

Pittsburgh, PA, US

- Secured $50,000 initial seed funding via pitching our fund to the University’s endowment, enabling continued future growth- Orchestrated week-to-week and goal-oriented fund operations of the Panther Investment Fund- Implemented weekly educational presentations to 60+ Fund members during General Fund Meetings

Pittsburgh, PA, US

- Responsible for the performance, maintenance, and investment recommendations of the Communications Sector’s portfolio- Mentored and facilitated the education, professional development, and management of a team of seven Junior Analysts- Studied Wall Street Prep’s Complete Modeling Package with courses in Financial Statement Modeling, DCF Modeling, Trading.

Pittsburgh, PA, US

- Performed top down analysis on macroeconomic events and their effect on the equity market- Researched potential holdings and composed valuations utilizing the Bloomberg Terminal and SEC filing data

Pittsburgh, Pennsylvania, US

- Acted as an outside consultant and provided solutions on a team with six other interns to help bolster and increase awareness of the Enterprise Testing Services team to other lines of business within the bank- Participated in the updating of the Master Credit Glossary- Attended virtual meetings with multiple credit teams to further understanding of.

Pittsburgh, PA, US

- Selected to lead the development of equity screens in FactSet for stocks to be included in the Concentrated Large Cap Strategy and performed industry and company research on the identified securities- Utilized Black Diamond portfolio analysis software to prepare reports to be used for performance analysis in client meetings- Assisted in the development.

Wilkes-Barre, PA, US

- Two week quantitative finance course taught at Wilkes University by practitioners and academics- Member of the winning team of the program's case competition

Pittsburgh, Pennsylvania, US

- Developed creative ways of teaching and providing constructive criticism to elementary, middle, and high school age players on how to cultivate skills necessary to advance their development in the game of basketball- Created and managed a five-week after school skill development program with 15 middle school students at the Environmental Charter School.

- Provided customer service by inputting customer orders, processing credit and cash transactions, and responding to customer questions and concerns- Demonstrated leadership abilities through the mentorship of four new employees through training and development procedures- Handled food, storage and cleaning activities in accordance with sanitary procedures.