Kate B. Email & Phone Number

I assist Sr. Research Analysts and Portfolio Managers in conducting in-depth fundamental research for listed companies globally, principally within the Financials, Materials and Real Estate industries. I construct and maintain comprehensive financial models, as well as examine financials, economic, and industry trends in the U.S. and overseas.

New York, New York, United States

I developed investment risk limits and guidelines for investment teams to protect the firm's $120bn balance sheet in downside and extreme downside scenarios. I presented proposals to the financial Risk Committee.Collaborated with managing directors and the Chief Risk Officer to produce investment portfolio analyses.Provided biweekly updates to Investment Committee and Risk Committee concerning investment concentration risks and asset allocation risks.Partnered with… Show more I developed investment risk limits and guidelines for investment teams to protect the firm's $120bn balance sheet in downside and extreme downside scenarios. I presented proposals to the financial Risk Committee.Collaborated with managing directors and the Chief Risk Officer to produce investment portfolio analyses.Provided biweekly updates to Investment Committee and Risk Committee concerning investment concentration risks and asset allocation risks.Partnered with software engineers to automate risk reporting dashboards and transition data systems.Synthesized the impacts of industry and market trends on segments of $120 billion investment portfolio. Show less

New York, New York, United States

I assisted in the development and automation of investment risk monitors to assess current and emerging risks. I analyzed internal and peer data to support revisions to the methodology for determining internal risk limits. I integrated new data sources with existing ones as I developed peer analysis to effectively mitigate risk. I prepared monthly investment analyses of up to 5 distinct multi-billion dollar portfolios for reinsurance counterparties.

Philadelphia, Pennsylvania, United States

As part of Katy Milkman's course "Judgment and Decision Making Research Immersion", I supported Katie Mehr's research into the effects of gamification and social influence on positive behavior change. I produced stimuli appendices to facilitate open science research. Standardized and built Qualtrics surveys for data collection.

Greater New York City Area

I advanced computational innovation in Asset Origination and Risk as I created data visualization tools for senior management. I assessed industry assumptions about long term performance of real estate and transportation assets. I executed qualitative and quantitative analysis of fixed income investments using Excel, SQL, and Tableau.

Philadelphia, Pennsylvania

I facilitated data collection from human subjects for research into the effects of non-invasive brain stimulation on psychopathy and antisocial behavior.In this role, I administered transcranial direct current stimulation on human subjects to study its effects on behavioral task performance.I recorded demographic characteristics of human participants to organize data collection for future analysis by members of the Criminology department at the University of… Show more I facilitated data collection from human subjects for research into the effects of non-invasive brain stimulation on psychopathy and antisocial behavior.In this role, I administered transcranial direct current stimulation on human subjects to study its effects on behavioral task performance.I recorded demographic characteristics of human participants to organize data collection for future analysis by members of the Criminology department at the University of Pennsylvania.I also debriefed human subjects on the procedures and goals of a behavioral neuroscience experiment. Show less

New York, New York

I worked independently to qualitatively analyze macro and micro changes within the technology, financial, real estate, and consumer industries. I presented my findings to a group of analysts, wealth advisors, and portfolio managers to support informed portfolio construction. I used a holistic research process to understand 21 global equities within a subsection of the consumer industry to make two investment recommendations. I aided an equity analyst in creating a quantitative model for… Show more I worked independently to qualitatively analyze macro and micro changes within the technology, financial, real estate, and consumer industries. I presented my findings to a group of analysts, wealth advisors, and portfolio managers to support informed portfolio construction. I used a holistic research process to understand 21 global equities within a subsection of the consumer industry to make two investment recommendations. I aided an equity analyst in creating a quantitative model for investment in a mid-cap opportunity in the domestic real estate subsector. Show less

Philadelphia, Pennsylvania

I have completed a highly selective, rigorous 4-week training program focused on core investment concepts and skills taught by leading business school professors and investment professionals. The coursework and case studies include accounting, valuation, financial modeling, asset allocation, and presentation skills. I have earned a 6-week paid asset management internship at Rockefeller Capital Management, which I began upon completion of the program.

Philadelphia, Pennsylvania

I organized biweekly discussions that served as an opportunity for up to 30 graduate and undergraduate students to build relationships with alumni and faculty members from the University of Pennsylvania. I moderated these discussions and arranged for catering with a budget of $150 per event. Attendance at these events consistently surpassed attendance expectations, occasionally by 100%.I also developed specific programming for the Transfer Student Community in Gregory College House… Show more I organized biweekly discussions that served as an opportunity for up to 30 graduate and undergraduate students to build relationships with alumni and faculty members from the University of Pennsylvania. I moderated these discussions and arranged for catering with a budget of $150 per event. Attendance at these events consistently surpassed attendance expectations, occasionally by 100%.I also developed specific programming for the Transfer Student Community in Gregory College House, which includes about 24 students, to increase peer relationships and support students' transition into the University. I planned and executed 7 unique events for this specific student population. Show less

Chicago, Illinois

I led a team of 3 high school students to gather data and perform supplementary research. I developed and investigated a hypothesis about the nature of galaxy aging in the Universe. To that end, I used Python 2 to analyze large sets of data concerning 3 galaxy types, some of which was sourced by citizen scientists. I presented my findings to 4 scholars within the field. To allow the general public to learn about my research, I created an accessible website detailing my findings and research… Show more I led a team of 3 high school students to gather data and perform supplementary research. I developed and investigated a hypothesis about the nature of galaxy aging in the Universe. To that end, I used Python 2 to analyze large sets of data concerning 3 galaxy types, some of which was sourced by citizen scientists. I presented my findings to 4 scholars within the field. To allow the general public to learn about my research, I created an accessible website detailing my findings and research methodology. Show less

Bachelor Of Arts - Ba, Cognitive Science

Activities and Societies: Drug and Alcohol Peer Advisors (President); the University of Pennsylvania Undergraduate Record (Communications.

Bachelor'S Degree, Cognitive Psychology And Psycholinguistics

Activities and Societies: Girl Scouts Troop Leader; HOPServe50 Volunteer; Art with a Heart Intern

Education record