Charlotte Powell

Assistant Portfolio Manager at Chandler Asset Management, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Assistant Portfolio Manager
      • Jan 2023 - Present

    • Associate Portfolio Manager
      • Sep 2021 - Jan 2023

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Investment Analyst
      • Feb 2020 - Nov 2020

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Sector Analyst
      • Apr 2018 - Dec 2019

      - Assisted in managing a $5 million student-run portfolio with the goal of outperforming the S&P 500 Index - Made buy/sell recommendations and provided company updates for the portfolio based on economic and industry trends, company research, and valuation - Assisted in managing a $5 million student-run portfolio with the goal of outperforming the S&P 500 Index - Made buy/sell recommendations and provided company updates for the portfolio based on economic and industry trends, company research, and valuation

    • United States
    • Financial Services
    • 700 & Above Employee
    • Institutional Equity Client Coverage Summer Analyst
      • Apr 2019 - Aug 2019

    • United States
    • Construction
    • 700 & Above Employee
    • Finance Intern
      • May 2018 - Aug 2018

      - Preformed financial analysis on company projects and budgets - Created macros in Excel to increase efficiency in data uploads - Assisted in creating financial reports for management - Preformed financial analysis on company projects and budgets - Created macros in Excel to increase efficiency in data uploads - Assisted in creating financial reports for management

    • United States
    • Higher Education
    • 700 & Above Employee
    • Athletic Marketing Intern
      • Apr 2017 - Dec 2017

      - Assisted in game day promotions and organized events for Virginia Tech Athletic Teams - Assisted in game day promotions and organized events for Virginia Tech Athletic Teams

    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Human Resources & Management Intern
      • Mar 2015 - Aug 2017

      - Utilized Microsoft Excel, PowerPoint, and Word daily to produce materials for management and training purposes - Researched, proposed, and created scholarship program and supporting policies and procedures for implementation of a company scholarship program for eligible children of employees - Created Company Code of Ethics booklet for employees that states the fundamental values and governing practices of the Company that is distributed to all employees and new hires. - Enhanced SEO for Company website using Yoast to boost website rankings on search engines Show less

Education

  • Virginia Tech
    Bachelor of Science B.S., Finance
    2016 - 2019
  • CFA Institute

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