Caitlin Jensen Email and Phone Number
As a highly motivated Senior Analyst in Investment Analytics and Reporting, I am committed to creating and driving improved executive reporting within Investments through the use of data, technology, and portfolio analysis. My passion to help others succeed, conduct analysis, problem solve and deliver results in a dynamic, high performing Investment Management environment has led to my success in this role.Currently, I collaborate with a broad set of people and functions within and outside of investments to deliver reporting and strategic analysis across the Investments division for various internal and external stakeholders. I have been able to refresh the Investment division’s management reporting and portfolio analysis approach, define scope, objectives and requirements as well as execute on projects to advance analytics capabilities.My 10+ years of relevant industry experience have provided me with a well-rounded grasp of asset management (LIHTC/RETC), equity research, finance, external audit (client side), and investment management, with a strong understanding of various markets and investment products. Additionally, I have demonstrated strong leadership and communication skills, and proficiency with reporting and presentation tools such as Excel & PowerPoint, as well as the ability to successfully lead key business reporting and data/information gathering, delivering high quality, timely results, and work products while holding others accountable.I am confident in my ability to provide guidance to help people make the most of all they have been given because of my strong research skills, strategic and innovative thinking, continuous improvement and learning mindset, and ability to prioritize multiple tasks to deliver high-quality work product within required timelines.I am looking forward to the prospect of connecting with like-minded professionals to share insights and learn from each other. Especially in today's rapidly changing investment landscape, I believe that collaboration is key to achieving success.If you're interested in discussing investment analytics, reporting, or any related topics, feel free to reach out to me. Let's explore how we can work together to drive meaningful change in the industry.
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Senior Analyst, Investment Analytics And ReportingThriventMinneapolis, Mn, Us
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Senior Analyst, Investment Analytics & ReportingThrivent Apr 2022 - PresentMinneapolis, Mn, Us -
Senior Analyst, Investment OperationsVärde Partners Jan 2019 - Apr 2022Minneapolis, Minnesota, Us -
Investment Operations AnalystVärde Partners Aug 2016 - Jan 2019Minneapolis, Minnesota, Us
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Investment Research AnalystHawkins Wealth Management Feb 2016 - Jun 2016North Liberty, Iowa, Us• Worked with research team to evaluate and manage firm portfolios; provided detailed risk assessments, and performed asset allocation based on clients’ goals and risk tolerance• Performed analytical research on company investments, and developed forecasts based on historical financial analysis and macro-economic outlooks• Evaluated mutual funds, REITs, ETFs, Bonds, and individual stocks to find opportunities and trends in the market• Analyzed SEC filings (10Ks, 10Qs), evaluated business fundamentals, and defined corporate value drivers in numerous industries -
Cfa Institute - Equity Research Challenge ParticipantCfa Institute Nov 2015 - Feb 2016Charlottesville, Va, Us• Formulated Excel valuation models for the consumer and automobile sectors based on historical data and key economic growth assumptions• Forecasted target equity prices for Winnebago (WGO) using DCF, EP, P/E, DDM, and comparable company valuation methods• Advocated that Winnebago should have a Buy recommendation based on quantitative and industrial analysis -
Tax Credit Asset Management Intern - Full TimeAegon Aug 2015 - Jan 2016The Hague, South Holland, Nl• Monitored the financial health for a portfolio of 300+ low-income housing tax credit (LIHTC) and renewable energy tax credit (RETC) properties on a monthly, quarterly and annual basis• Evaluated detailed financial statements, tax returns, insurance certificates, construction reports and legal documents• Executed special ad hoc projects and analysis on low-income housing tax credit and solar tax credit investments -
Business AnalystSfm - The Work Comp Experts Jun 2015 - Aug 2015Bloomington, Minnesota, Us• Developed a strategic forecast of the company's statement of operations that created an up-to-date forecasted estimate for future quarters using monthly data inputs• Designed a user-friendly Excel spreadsheet to dissect types of lost business based on carrier, agency, and month by utilizing advanced Excel functions and pivot tables• Incorporated mortality tables, multipliers, and escalation rates to formulate multi-million dollar reserves for open PTD/PPD claims, including. medical, indemnity, settlement, and dependent reserves -
Equity Research Student AnalystThe Krause Fund Jan 2015 - May 2015Iowa City, Ia, Us• Formulated Excel valuation models for the materials and industrial sectors based on historical data and key economic growth assumptions• Forecasted target equity prices for Eastman Chemical Company (EMN) and Weyerhaeuser (WY) using DCF, EP, P/E, DDM, and comparable company valuation methods• Advocated that the Krause Fund continue to hold Eastman Chemical Company within its diversified, long-term growth portfolio after financial research and analysis -
Spotify Campus RepresentativeSpotify Jan 2014 - Aug 2014Stockholm, Stockholm County, Se• Educated the community about the company and its music functions through events and social media• Organized sponsored events to promote Spotify and to create relationships with campus organizations• Promoted Spotify through guerilla marketing, word of mouth & social media -
Accounting AssistantAufderworld Corporation Dec 2012 - Aug 2013• Administered customer invoices, proposals, accounts payable, and DIRECTV purchase receipts for clients• Oversaw a small claims lawsuit which resulted in judgment in favor of the company• Improved efficiency of prorating monthly tax expenses by using technology to create adept algorithms
Caitlin Jensen Education Details
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The University Of Iowa Tippie College Of BusinessGeneral -
University Of IowaEconomics
Frequently Asked Questions about Caitlin Jensen
What company does Caitlin Jensen work for?
Caitlin Jensen works for Thrivent
What is Caitlin Jensen's role at the current company?
Caitlin Jensen's current role is Senior Analyst, Investment Analytics and Reporting.
What schools did Caitlin Jensen attend?
Caitlin Jensen attended The University Of Iowa Tippie College Of Business, University Of Iowa.
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