Traven Joseph Email & Phone Number

Oregon, United States

Supports Raven's U.S. team in building strategic partnerships with Indigenous entrepreneurs, identifying investment opportunities that align with the Fund's investment thesis. Conduct financial, operational, and impact due diligence, generates and presents investment memoranda. Works directly with entrepreneurs to scale their businesses and community benefit streams, support reporting activities, and participate in networking events and opportunities.

Washington, District Of Columbia, United States

Broadly responsible for financial forecasting, debt and cash management, analytics, and investment sourcing. Financial forecasting includes projecting three statement models to construct varying levels of constructions, debt levels, and build schedules on a monthly basis throughout the year. Additionally, statistical modeling and forecasting projected to discover seasonal trends in lending portfolios and return levels. Debt and Cash management include monitoring balances, repayment schedules, and reporting requirements. Cash management involving daily cash and liquidity management. Investment Sourcing and monitoring of farmland market for potential opportunities. Specifically sale-lease-back investments and management of sourcing model.

Seattle, Washington, United States

Supported country specific research and further developed thesis for Indian Markets and various other investments . Prepared and presented investment memoranda. Tracked current potential investment markets along with current and potential managers. Worked with Solovis for data analytics and portfolio management insight along with using Backstop for data management. Aided in tracking investment teams manager pipeline and spoke with current and potential managers about their investment process.

Washington, D.C.

As a Hatfield Fellow with the American Political Science Association, I assisted legislator carry out their duties by aiding in legislative research, stakeholder communication, write floor speeches for the Member, meet with constituents and special interest groups on behalf of the Member, and monitors legislative developments within Committees and on the House floor, and other duties as needed.

Portland, Oregon Area

Decision support for Moda senior management, develop customized ad hoc reports to answer a variety of business questions, such as determining the financial impact of certain company initiatives identifying key medical and dental cost drivers, and reporting on cost and quality performance metrics.

Portland, Oregon

Primarily wrote articles on various subjects for NPIHB website, creating and assisting in projects as assigned, data entry while contributing towards a wide range of tasks, sorting records, observing, describing projects, analyzing data, assisted with other video media content, and created template for community youth projects with small grants provided.

Phoenix, Arizona

Research, producing and synthesizing data, taking minutes, aid in proposal writing and drafting, answering and directing calls, and other administrative duties as assigned. Supporting the Sovereign Finance team in providing expert financial guidance through a multi-disciplinary approach to providing financial services to Tribal Governments, enterprises and organizations, and the companies that support serve them.

Portland, Oregon

Wrote articles on various subjects for NPIHB website, created and assisted in projects as assigned, data entry, created template for youth activism and related activities, helped with other duties as assigned.

Assist Native Wellness Institute (NWI) Board of Directors and Executive Director with summer youth camps, administrative duties, and assist in other events as needed on a periodic basis or as time permits. Primarily working as a youth leader and advocate during their summer camps. NWI works by providing training and technical assistance based in Native culture that promotes the well-being of individuals, families, communities and places of work.

Master Of Business Administration - Mba, Finance, General

Activities and Societies: Portfolio Manager - Masters Investment Group, President - MBA Student Association, Member - MBA Impact Investing.

Bachelor Of Science - Bs, Applied Economics And Business

Activities and Societies: Native American Student Union, Intramural sportsProgram provided the flexibility to design a major combining.