Charlotte Powell
Assistant Portfolio Manager at Chandler Asset Management, Inc.- Claim this Profile
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Bio
Experience
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Chandler Asset Management, Inc.
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United States
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Investment Management
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1 - 100 Employee
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Assistant Portfolio Manager
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Jan 2023 - Present
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Associate Portfolio Manager
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Sep 2021 - Jan 2023
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Lingerfelt
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United States
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Real Estate
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1 - 100 Employee
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Investment Analyst
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Feb 2020 - Nov 2020
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Virginia Tech SEED
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United States
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Financial Services
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1 - 100 Employee
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Financial Sector Analyst
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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
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Institutional Equity Client Coverage Summer Analyst
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Apr 2019 - Aug 2019
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Allan Myers Inc.
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United States
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Construction
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700 & Above Employee
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Finance Intern
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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
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Virginia Tech
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United States
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Higher Education
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700 & Above Employee
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Athletic Marketing Intern
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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
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Buckingham Branch Railroad
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United States
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Truck Transportation
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1 - 100 Employee
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Human Resources & Management Intern
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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
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Education
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Virginia Tech
Bachelor of Science B.S., Finance -
CFA Institute