Jake Harrison Email & Phone Number

Owatonna, Minnesota, US

Brookfield, WI, US

St Paul, MN, US

Minneapolis, MN, US

Assisted in managing a $45 million investment fund for the Carlson Funds Enterprise. Specifically, I worked with the Growth Fund Financials Team. One project I worked on is researching outperformance trends between the Russell 2500 Growth Index and the Russell 2500 Value Index. I also calculated Discounted Cash Flow (DCF) and Residual Income (RI) models to.

London, GB

Analyzed the US retirement market by comparing pension funds to foreign market trends. I also researched how US retirement data is organized to view potential market opportunities. Once information is found, I displayed results through research reports, charts, and graphs to clearly and efficiently communicate findings.

West Bend, WI, US

As a commercial lines underwriting intern, I analyzed risks for over 100 new and renewing accounts to accurately build a risk analysis report. I also adapted quickly by learning over 40 different software and calculations in 5 weeks in order to accurately assess risk. I calculated premiums up to $25,000 for accounts based on the risk and exposure analysis..

Brookfield, WI, US

Working as a financial analyst intern, I accelerated sales compensation payouts by creating 8 validation tools using Microsoft Excel, increasing time efficiency. I calculated price changes for Chinese imports due to list 3 tariff impacting over 40% of product. Another project I worked on was analyzing new customer rebate programs for 2020 to ensure a.