Kaleb P. Carr Email & Phone Number

Houston, TX, US

Houston, Texas, US

• Conduct in-depth analysis of crude oil and natural gas liquids (NGLs) markets, including supply-demand fundamentals, geopolitical factors, and macroeconomic trends, resulting in market forecasts used to guide trading.
• Proactively monitor market changes and assess business impacts, communicating findings to stakeholders.
• Produce regular market reports and insightful presentations on Crude and NGLs, detailing fundamental analysis, price forecasts, and market trends for internal stakeholders, establishing credibility and enhancing the.
• Contribute as an analytical member of the NGL marketing team, responsible for maintaining models for NGL pipeline takeaway, fractionation capacity for infrastructure outlooks, and LPG Arbitrage. Assists FP&A in.
• Collaborate with the Chief Economist's Office to generate data for the Long-Range Plan and Monthly Short-Term Outlooks, ensuring comprehensive and accurate information for strategic planning.

Houston, Texas, US

• Assisted commercial business units with their analytical and trading activity needs by providing trade surveillance for natural gas, crude, and power physical and financial trading desks.
• Performed daily monitoring and analysis of global trading activities across multiple exchanges, internal systems, and energy trading programs; conducting detailed reviews and periodic reports to ensure compliance with.
• Developed processes and models to monitor open financial positions for compliance with CFTC Federal Speculative position limits.

Houston, Texas, US

• Private Equity and Investment Management
• Maintain investment portfolios of public and private companies; analysis of valuations, transaction flows, ad hoc analysis and performance reporting; monitor capital commitments, capital calls, distributions, and.
• Worked on 15 plus different investments, including debt and equity financings; prepare valuation analyses, standalone operating models, assist with due diligence, and client and partnership presentations; produce.
• Produce quarterly reports for multiple private equity partnerships, detailing transactions, determining capital to call from partners and recommending distribution amounts to the assistant treasurer
• Provided analysis of large data sets pertaining to Private Equity and Public Equity, to be used for investment decisions and strategic planning
• Maintain public portfolio transactions in APX, conduct research of public positions using public filings, press releases, and historic data to analyze risk exposure and processed transactions; create dividend forecasts.

New York, NY, US

• Private Banking & Investment Group
• Provided assistance with the development of investment strategies for investors with a net worth of $10 million or higher; team oversees over $5 Billion Assets Under Management
• Assist with the management and implementation of 11 different investment strategies composed of equity, fixed income, and alternative investments; conducted research on financial instruments for the different.
• Maintain director’s custom market outlook with the development of models and charts using statistical and financial analysis on FactSet, Bloomberg, and Excel
• Perform basic Fundamental and Technical analysis using Bloomberg

Cincinnati, Ohio, US

• Assisted in the management of the 2nd most profitable freight broker account in the office communicating with clients, carriers, and receivers using advanced logistics software
• Client acquisition process of researching, and developing new customers
• Perform analysis of truck markets to negotiate appropriate rates for movement of freight

Houston, TX, US

• Resolve technology issues related to password resets, log in, open/close computer labs, and provide professors with equipment guidance
• Provide customer service to students and faculty insuring exceptional technology experience

New Braunfels, Texas, US

• Lifeguard Instructor/supervised 20 to 50 lifeguards per shift
• Conducted safety inspections and managed day-to-day operations in the waterpark
• Handled emergencies and provided excellent customer service

Masters, Analytics

Bachelor Of Science (B.S.), Economics, Psychology