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After my MBA in project management, I joined FT Partners to help build out and launch their new Equity Research division offering specialized fintech research. My career began with internships in high school the summer of my junior and senior year to learn about hedge fund functions and securities trading. I was then contracted to supply and maintain rental car pricing data for a fund remotely for a year during undergrad. Senior year of undergrad, a third internship was done remotely part time with Phase 2 Partners, a spin off from Philadelphia Financial. Under the COO, I researched various vendors and provided analytics for potential services to utilize for the fund such as CRM solutions, where I built out a Salesforce site.I'm an outdoorsman, PADI Advanced Open Water diver, and former track athlete for over a decade during my education. Conference champion of the pole vault in 2019.
Karl Kapital, Llc
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AnalystKarl Kapital, LlcBoston, Ma, Us
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Equity Research AnalystFinancial Technology Partners / Ft Partners Jul 2022 - Jul 2024Miami, Florida, United StatesJoined the FT Partners Equity Research team in stealth mode, building out the firm's new Equity Research Platform. Launched March 2023. -
InternPhase 2 Partners Sep 2020 - Dec 2020San Francisco Bay AreaWorked under COO coordinating spin out from Philadelphia Financial. Cost analysis for various vendors, particularly CRM solutions, via meetings, calls, and internet research. Presented analysis of findings to the COO and built out a Salesforce CRM solution. -
ContractorPhiladelphia Financial Management Of San Francisco, Llc Feb 2019 - Jan 2020San Francisco Bay AreaContracted for a year to supply and maintain rental car pricing data for the fund's use. -
InternPhiladelphia Financial Management Of San Francisco, Llc Jun 2017 - Aug 2017San Francisco Bay AreaReturned for a second year to farther improve my education on the industry. Bloomberg was able to provide me with a terminal of my own for the purpose of an improved education experiance. Continued liaising with the fund administrator to contact limited partners with the forms needed to keep contact data updated. Continued updating economic data. Continued learning about financial modeling.
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InternPhiladelphia Financial Management Of San Francisco, Llc Jun 2016 - Aug 2016San Francisco Bay AreaHigh school summer internship learning how a hedge fund functions, as well as the world of securites trading. Updating economic data and graphics in excel via Bloomberg. Learned about financial modeling in exceling using company filings.
Bryce Carlson Skills
Bryce Carlson Education Details
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Project Management -
Business Administration
Frequently Asked Questions about Bryce Carlson
What company does Bryce Carlson work for?
Bryce Carlson works for Karl Kapital, Llc
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Bryce Carlson's current role is Analyst.
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What schools did Bryce Carlson attend?
Bryce Carlson attended Colby-Sawyer College, Colby-Sawyer College.
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Bryce Carlson has skills like Leadership, Accounting, Microsoft Flow, Salesforce, Microsoft Powerpoint, Financial Modeling, Bloomberg, Customer Relationship Management, Microsoft Office, Microsoft Word, Bloomberg Terminal, Microsoft Excel.
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Bryce Carlson
San Francisco Bay Area2gmail.com, amazon.com -
1goarmy.com -
3millerfarmerlaw.com, gmail.com, thompsonschools.org1 +197061XXXXX
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Bryce Carlson
Senior Product Manager - Microsoft Conditional Access / Macos, Ios, Ipados, And Tvos MdmGreen Bay, Wi3jamfsoftware.com, logicmonitor.com, addigy.com2 +161233XXXXX
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Bryce Carlson
Los Angeles, Ca2mcgladrey.com, gmail.com
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