Kayim Levy Email & Phone Number

United States

Eugene, Oregon, United States

- Initiated, planned, and created an official graph template and instruction resource to be used by junior analysts, upholding extremely specific standards and providing in-depth tutorials on complicated visuals.- Tutored a junior analyst for two months as they prepared to complete their first stock pitch. Mentored them through planning learning.

Eugene, Oregon, United States

Assumed all responsibilities of Senior Analyst with the addition of:- Company research to deliver quarterly industry reports to the group in order to provide more accurate data for analyst pitches, as well as recommend stocks for analysts to pitch. - Delivered weekly presentations on relevant updates to our holdings within the consumer sector.

Assumed all responsibilities of Junior Analyst with the addition of:- 3-statement model (operating model)- Responsible for selecting stocks to pitch, considered factors such as: portfolio sector imbalances and potential upside factors, both qualitative and quantitative.

Eugene, Oregon, United States

- Conduct valuations on stocks through DCF and relative valuation, prepared spreadsheet deliverables to present to the group. - Created formalized equity reports to accompany valuations based on SEC filings, earnings calls and S&P Capital IQ Financial data.- Assigned to update Zuora (NYSE: $ZUO) position, pitching a Sell.

Eugene, Oregon, United States

- Provided communication channels between staff and student organizations in creating a multi-school sales competition.- Assisted in using Qualtrics to create a live scoring system.

Eugene, Oregon, United States

Assumed all responsibilities of CPE with addition of: - Led a team of 4 CPE's to improve career services offered. Interviewed business students in-person, and synthesized findings to create prototype ideas for how to make career services at UO more useful and drive more traffic to the office. - Created and led professional development workshops to various.

Eugene, Oregon, United States

- Helped students navigate the job/internship search process, worked with students on applications both career and college related.- Assessed professional goals of students and collaborated with them to create professionalresumes, cover letters, and LinkedIn profiles.- Taught techniques in job research, building career readiness, and networking.

Eugene, Oregon, United States

Portland, Oregon Metropolitan Area

- Developed slide decks and spreadsheets used as working documents and project management tools for the client. Used documents in meetings directly alongside clients to build guidance for the 1115 Waiver Project within OHA.- Created onboarding material for incoming project manager to include complete comprehensive overview of workstream. Collaborated well.

Jerusalem, Israel

- Organized workflow between colleagues in Jerusalem and Zurich to coordinate tasks for a potential joint venture across different regions in Europe.- Created presentations, diagrams, spreadsheets, and working docs. Presented these items frequently to the team to give tasks, ask for feedback, and collaborate in preparation for pitching a joint venture..

Portland, Oregon, United States

- Created tasks in client accounts, coordinated efforts between wealth management and advisors to manage Roth and Trad IRA, 401k, and 403b accounts. - Scribed advisory meetings with clients, captured the scope of real time meetings regarding financial planning, client services, and annual portfolio reviews.- Utilized eMoney, Schwab, and Redtail CRM to.

Bachelor Of Science - Bs, Accounting

Bachelor Of Science - Bs, Accounting

Education record

Key Club Vice President National Honor Society AP Scholar Award Varsity Soccer & Lacrosse