Katie Feith
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Katie Feith Email & Phone Number

Senior Associate, Finance and Accounting at Aristotle
Location: Chino Hills, California, United States 6 work roles 2 schools
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Current company
Aristotle
Role
Senior Associate, Finance and Accounting
Location
Chino Hills, California, United States
Company size
266 employees

Who is Katie Feith? Overview

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Quick answer

Katie Feith is listed as Senior Associate, Finance and Accounting at Aristotle, a company with 266 employees, based in Chino Hills, California, United States. AeroLeads shows a matched LinkedIn profile for Katie Feith.

Katie Feith previously worked as Associate, Finance and Accounting at Aristotle and Client Servicing Associate at Mutual Fund Administration, Llc. Katie Feith holds B.A. Business Economics, Accounting Minor from Uc Irvine.

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Aristotle

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Profile bio

About Katie Feith

As a Client Servicing Associate at Mutual Fund Administration, LLC, I prepare monthly compliance reports and conduct compliance tests for various Mutual Funds, ensuring that they adhere to prospectus and SEC requirements. I also compute monthly, quarterly, and annual dividend distributions for each Fund, and process Fund invoices.I graduated from UC Irvine with a B.A. in Business Economics and a minor in Accounting in June 2021. I completed the Honors Program in Economics, which enhanced my analytical and writing skills, and awarded me a research grant from the UCI Undergraduate Research Opportunities Program. My thesis, titled "Financial Innovations, Banking Incentives, and the Strength of the US Banking System", was selected as one of 18 projects to be presented at the 2021 Annual Undergraduate Research Symposium. I have a strong interest in economics, finance, and accounting, and I am eager to learn more and apply my skills in a challenging and dynamic environment. I have proven my ability to work with diverse teams, communicate effectively, and manage multiple tasks and deadlines, as demonstrated by my previous roles as a Resident Advisor and a Student Coordinator of Student Staff Leadership at UC Irvine Student Housing. I am motivated by creating positive impacts and delivering high-quality results for the clients and the organization.

Current workplace

Katie Feith's current company

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Aristotle
Aristotle
Senior Associate, Finance and Accounting
Chino Hills, CA, US
Website
aristotlecap.com
Employees
266
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6 roles

Katie Feith work experience

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Senior Associate, Finance And Accounting

Aristotle

Chino Hills, CA, US

Associate, Finance And Accounting

Current
Aristotle

Newport Beach, California, United States

Assist in oversight of third-party fund administrator deliverables, such as daily valuation of portfolio holdings and monthly/annual distributions.Research new accounting rules and examine financial statements for mutual fund audits.Review monthly N-PORT filings.Prepare fair valuation reports for the Valuation Oversight Committee.Confirm and track.

Mar 2024 - Present

Client Servicing Associate

Mutual Fund Administration, Llc

Glendora, California, United States

Prepare monthly compliance reports for various Mutual Funds.Conduct compliance tests to ensure Mutual Funds adhere to prospectus and SEC requirements.Compute monthly, quarterly, and annual dividend distributions for each Fund.Compile financial data for annual prospectus and proxy voting reports and assist with report filings.Process monthly and quarterly.

Aug 2021 - Mar 2024

Resident Advisor

Uc Irvine- Middle Earth Student Housing

Create a positive, inclusive, and welcoming community for a residence hall of 80 individuals.Foster interpersonal relationships by planning in-hall educational programs and social events.Offer residents support in their personal-growth by providing academic and professional resources and helping them establish skills in conflict resolution and.

Sep 2019 - Mar 2020

Student Coordinator Of Student Staff Leadership

Uc Irvine- Middle Earth Student Housing

Irvine, CA

Assisted the Community Council Executive Board in planning programs, informational meetings and resource fairs for first-year residents within the Middle Earth Student Housing CommunityMentored programming team and provided assistance during bi-weekly Executive and Council meetingsPrioritized "passive" programming, by creating informational brochures and.

Aug 2018 - Jun 2019

Community Council Executive Board Vice President

Uc Irvine- Middle Earth Student Housing

Irvine, CA

Planned and implemented programs for hall representatives within Middle Earth Student HousingManaged hall delegate recruitment and Community Council membership for meetings and eventsProgrammed various events for Middle Earth Housing designed to build campus connections and establish inter-personal relationships for first-year residents

Sep 2017 - Jun 2018
Team & coworkers

Colleagues at Aristotle

Other employees you can reach at aristotlecap.com. View company contacts for 266 employees →

DR Dennis R. Sugino Dennis R. Sugino Colleague at AristotleHuntington Beach, California, United States, United States View → AS Aizaz Shaikh Aizaz Shaikh Colleague at Aristotle699 Followers, United States View → AC Alexander Choing Alexander Choing Colleague at AristotleFullerton, California, United States, United States View → RB Raymond Bertrand Raymond Bertrand Colleague at AristotleBeverly Hills, California, United States, United States View → SS Sangram Singh Sangram Singh Colleague at AristotleBhopal, Madhya Pradesh, India, India View → CL Chris Loretta Chris Loretta Colleague at AristotleIrvine, California, United States, United States View → JE Jamela Estrada Jamela Estrada Colleague at AristotleLos Angeles, California, United States, United States View → AK Alice Kim Alice Kim Colleague at AristotleLos Angeles Metropolitan Area, United States View → SA Shumaila Anis Ashraf Shumaila Anis Ashraf Colleague at AristotleCarlsbad, California, United States, United States View → JP James P. Birdwell James P. Birdwell Colleague at AristotleLos Angeles Metropolitan Area, United States View →
2 education records

Katie Feith education

B.A. Business Economics, Accounting Minor

Uc Irvine

Activities and Societies: Magna Cum Laude Latin Honors, 2021 Inductee into Phi Beta Kappa Honors Society; 2020-2021 UCI Honors Program in.

Diploma

Ruben S. Ayala High School
FAQ

Frequently asked questions about Katie Feith

Quick answers generated from the profile data available on this page.

What company does Katie Feith work for?

Katie Feith works for Aristotle.

What is Katie Feith's role at Aristotle?

Katie Feith is listed as Senior Associate, Finance and Accounting at Aristotle.

Where is Katie Feith based?

Katie Feith is based in Chino Hills, California, United States while working with Aristotle.

What companies has Katie Feith worked for?

Katie Feith has worked for Aristotle, Mutual Fund Administration, Llc, and Uc Irvine- Middle Earth Student Housing.

Who are Katie Feith's colleagues at Aristotle?

Katie Feith's colleagues at Aristotle include Dennis R. Sugino, Aizaz Shaikh, Alexander Choing, Raymond Bertrand, and Sangram Singh.

How can I contact Katie Feith?

You can use AeroLeads to view verified contact signals for Katie Feith at Aristotle, including work email, phone, and LinkedIn data when available.

What schools did Katie Feith attend?

Katie Feith holds B.A. Business Economics, Accounting Minor from Uc Irvine.

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