Charlie Morgan

Charlie Morgan Email and Phone Number

Investments & Asset Management at The Davis Companies @ Davis
boston, massachusetts, united states
Charlie Morgan's Location
Boston, Massachusetts, United States, United States
Charlie Morgan's Contact Details

Charlie Morgan personal email

n/a
About Charlie Morgan

Charlie Morgan is a Investments & Asset Management at The Davis Companies at Davis.

Charlie Morgan's Current Company Details
Davis

Davis

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Investments & Asset Management at The Davis Companies
boston, massachusetts, united states
Website:
thedaviscompanies.com
Employees:
106
Charlie Morgan Work Experience Details
  • Davis
    Investments & Asset Management Analyst
    Davis Jul 2023 - Present
    Boston, Massachusetts, United States
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  • Davis
    Investments & Asset Management Intern
    Davis Feb 2023 - May 2023
    Boston, Massachusetts, United States
    View
  • Cei - Cypress Equity Investments
    Multifamily Development & Acquisitions Analyst
    Cei - Cypress Equity Investments Jan 2022 - Jul 2022
    Santa Monica, California, United States
    Multifamily Real Estate Development
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  • Bain Capital
    Real Estate Portfolio Management Co-Op
    Bain Capital Jan 2021 - Jun 2021
    Boston, Massachusetts, United States
    View
  • Amundi Us
    Institutional Sales And Relationship Management Co-Op
    Amundi Us Jan 2020 - Aug 2020
    Boston, Massachusetts, United States
    - Analyzed client portfolio positions to support Business Development and Client Servicing teams- Automation of reporting process on account assets and flows, using queries to streamline data aggregation and manipulation- Conducted valuation on large cap US equity and presented recommendations to portfolio management team- Won simulated portfolio management competition, generating +9.75% gain from February to June 2020- Organized extraction and archival of historic asset valuation records from legacy accounting system
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  • Stepstone Group
    Portfolio Analytics & Reporting Intern
    Stepstone Group Jul 2019 - Aug 2019
    Cleveland, Ohio, United States
    - Automated elements of client portfolio analysis using Microsoft Excel (Power Query, Power Pivot) and Power BI- Developed refined templates for quarterly portfolio analysis reports to efficiently retrieve, store, and utilize data to present to over 30 large institutional investors
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  • Stepstone Group
    Summer Intern
    Stepstone Group May 2018 - Aug 2018
    Cleveland, Ohio, United States
    - Processed client reports and implemented an integrated naming convention to existing files to allow for future automatization- Modified portfolio reports to reflect individual client preferences prior to template utilization- Wrote and implemented a “File Checker” template with Excel VBA to identify the presence of necessary reports, implemented across all funds within each investment portfolio
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  • City Of Shaker Heights
    Lifeguard
    City Of Shaker Heights May 2015 - Aug 2018
    Thornton Park Pool, Shaker Heights, Ohio
    Red Cross Lifeguarding/First Aid/CPR/AED Certified
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  • City Of Shaker Heights
    Swim Instructor
    City Of Shaker Heights May 2015 - Aug 2018
    Thornton Park Pool, Shaker Heights, Ohio
    Taught group swim lessons to elementary aged children, ranging in skill from first-time swimmers to stroke and technique development
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Charlie Morgan Education Details

Frequently Asked Questions about Charlie Morgan

What company does Charlie Morgan work for?

Charlie Morgan works for Davis

What is Charlie Morgan's role at the current company?

Charlie Morgan's current role is Investments & Asset Management at The Davis Companies.

What is Charlie Morgan's email address?

Charlie Morgan's email address is ch****@****eer.com

What schools did Charlie Morgan attend?

Charlie Morgan attended Northeastern University, Shaker Heights High School.

Who are Charlie Morgan's colleagues?

Charlie Morgan's colleagues are Juan A Martinez, Michael Griffin, C. Moreira, Chelsea Salvatore, William Scott, Melissa Moran, Dionisia Stefanopoulos.

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