Ian Gray Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, Us

Los Angeles, Ca, Us

Covering the Consumer Discretionary Sector

Los Angeles, Ca, Us

As a research assistant in the management department of the LMU College of Business Administration, I work alongside professors to help them develop PowerPoint presentations, research for academic papers, assist in revising and editing papers to be published, and serve as a liaison between LMU professors and institutions or people involved in research projects.A couple of my major successes include: • Wrote a 20+ page "Stock Pitch Guide" that was distributed throughout the finance department and used alongside curriculum in core finance classes.• Lead research assistant for a 2-day Executive MBA seminar tasked with developing presentations and ensuring that the PowerPoints and videos worked flawlessly • Read and summarized an 800+ page trial transcript for use in an academic paper Key skills that I have developed as a part of this role include:• Working on various projects concurrently• Communicating in an efficient and effective manner• Taking ownership of projects and ensuring their satisfactory completion

San Francisco, California, Us

Alexandria, Virginia, Us

I was part of the first remote group of interns at The Motley Fool. Although this brought some challenges, it was still an incredible experience. I gained confidence in my ability to work remotely and meet deadlines.My summer responsibilities largely fell into three buckets:1. Researching StocksDuring the summer, I made 2 stock pitches to the entire investing team. These were 15-20 minute pitches with a subsequent Q&A session. I prepared a slide deck and an accompanying analyst report for each presentation. I researched financials, valuation, proxy statements/management, and company strategy. In addition to these formal pitches, I participated in researching and writing short-form reports on over 20 stocks.2. Participating in Podcasts/Live StreamsI joined an episode of the popular podcast, Market Foolery, as an analyst. In that episode, we discussed the recent earnings reports of Twitter, Microsoft, and Chipotle. In preparation for the podcast, I reviewed the quarterly report, past trends, and the earnings call. I distilled that information and took notes to help me succinctly share my analysis in a way that was accessible for the average listener.I also joined 2 member-only live stream shows. The first show I did a quick 5-minute stock pitch, shared some of my experience from the internship, and answered live Q&A from the audience. The second show is on daily and is called The Rundown. It involves two analysts debating 9 topics from the news of the day. The shows forced me to practice my public speaking skills and do thorough research in order to be confident in my analysis.3. Investor DevelopmentThe Motley Fool has an extensive Investor Development Program. As an intern, I got to take over 20 classes taught by analysts at The Motley Fool. The topics ranged from financial statement analysis of SaaS companies to behavioral economics. It would be hard to overstate how beneficial these classes were to my business and investing education.

Santa Monica, Ca, Us

As a Real Estate Finance Intern, I worked in a collaborative and fast-moving environment. I utilized quantitative, written communication, and critical-thinking skills every day. My major responsibilities included:• Preparing pro formas for use in investor pitch books or to compare alternative development plans• Conducting market studies in Excel which provide information vital to management for product pricing decisions• Collaborating on investor pitch books through research, writing, and visual organization• Performing financial and trend analysis on proposed investment opportunities and concisely reporting findings to management

Phoenix, Az, Us

I joined the North Phoenix Baptist Church finance team for the summer of 2019 and worked directly with the Controller and CFO. The majority of my time was spent on high-priority projects given to me by the Controller and CFO. I would be given a set of expectations and autonomy to develop a solution and reach those expectations. We then would collaborate to tweak and finalize the project. These projects included:• Creation and implementation of a credit card reconciliation procedure• Creation of a monthly capitalization procedure to ensure accurate monthly financial reporting• Development of a statement of functional expenses for $5 million budget• Ad hoc financial analysis on a variety of projects and segments of the organization The other aspect of my role was to complete a variety of standard accounting procedures including:• Bank Reconciliation• Close of the month procedures• Adjusting entries• Review of payables to ensure accurate payments

• Conducted 14 employee engagement interviews and summarized responses to gauge employee commitment to the company• Established, refined, and analyzed over 30 standard operating procedures to improve efficiency• Researched competition and drafted competitive analysis reports to illustrate the company’s positioning in the general contracting market

• Researched grant opportunities to fund ongoing operations of the university• Examined the characteristics and programs of other schools in the region, providing information vital to the strategic development of the university• Assisted in organizing fundraisers and mailing marketing materials to potential donors

Bachelor Of Business Administration - Bba, Finance Major | Philosophy Minor

High School Diploma