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