Carson Kero Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

Seattle, Washington, United States

• Utilized market data to assist in the preparation and construction of a client-facing presentation for a quarterly update of the state of the private market through leveraging Microsoft Excel and PowerPoint
• Attend meetings with managers to assist in the evaluation of the investment proposition. Evaluate managers across verticals with a concentration in private credit and real estate
• Supported the investment recommendation process through the use of qualitative analysis and quantitative analysis
• Performed market research to gauge the risk-to-return profiles of various private market investment strategies

• Constructed track record analyses to evaluate the historical performance of private markets fund managers, using investment-level and fund-level cash flows
• Composed fund summaries for potential investments using the terms extracted from the fund’s private placement memorandum
• Evaluated qualitative aspects of private market funds by summarizing the outlook and strategies of the funds

Olympia, Washington, United States

• Exposed to processes in portfolio management, asset allocation, and risk management
• Gained insight into characteristics of publicly traded financial assets and private market assets
• Developed skills in investment management to research investment ideas and confidently argue my views
• Created potential portfolios for clients by evaluating client’s preferred return, risk tolerance, and time horizon