Jack Levy
Analyst at Vanderbilt Investment Club- Claim this Profile
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Functional Patterns Human Foundations Practicioner
Functional PatternsJul, 2023- Sep, 2024
Experience
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Vanderbilt Investment Club
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Investment Management
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1 - 100 Employee
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Analyst
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Oct 2023 - Present
- Analyst in Media and Telecommunications of The Vanderbilt Investment Club: a long-only, value equity investment fund with ~$180,000 in AUM funded through Vanderbilt's endowment - Analyst in Media and Telecommunications of The Vanderbilt Investment Club: a long-only, value equity investment fund with ~$180,000 in AUM funded through Vanderbilt's endowment
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Commodore Capital Group
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United States
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Financial Services
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1 - 100 Employee
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Analyst
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Oct 2023 - Present
- Vanderbilt’s first student organization focused on the private financial markets - The organization developed and teaches an immersive curriculum covering the alternative investment industry to prepare its members for a career in private equity, investment banking, and venture capital - Selected as 1 of 19 from 180 applicants as a Vanderbilt CCG fall 2023 analyst - Vanderbilt’s first student organization focused on the private financial markets - The organization developed and teaches an immersive curriculum covering the alternative investment industry to prepare its members for a career in private equity, investment banking, and venture capital - Selected as 1 of 19 from 180 applicants as a Vanderbilt CCG fall 2023 analyst
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Vanderbilt Financial Modeling Club
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United States
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Financial Services
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1 - 100 Employee
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Selected Cohort Member
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Sep 2023 - Present
- 10-week program for training in Excel, 3-statement modeling, and various methods of valuation via weekly meetings - Selected from a competitive applicant pool through a process of resume and technical rounds to participate in the program - 10-week program for training in Excel, 3-statement modeling, and various methods of valuation via weekly meetings - Selected from a competitive applicant pool through a process of resume and technical rounds to participate in the program
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Project Safe Liaison
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May 2023 - Present
- Facilitate initiatives and conversations regarding sexual assault prevention and advocacy within the student body - Take part in bi-weekly meetings with other student representatives and Project Safe staff to discuss and theorize strategies for the improvement of campus sexual assault awareness - Facilitate initiatives and conversations regarding sexual assault prevention and advocacy within the student body - Take part in bi-weekly meetings with other student representatives and Project Safe staff to discuss and theorize strategies for the improvement of campus sexual assault awareness
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Tradeweb
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United States
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Financial Services
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700 & Above Employee
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Market Data Intern
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Jun 2023 - Jul 2023
- Interned for leading fixed-income, derivative, and ETF electronic trading platform for wholesale, institutional, and retail investors and dealers - Served as captain of intern capstone presentation team focusing on investor movement from mutual funds to SMA’s for municipal bond exposure, how Tradeweb could stand to benefit, and new product ideas - Reconciled, analyzed, and generated data regarding four Tradeweb market data product initiatives by coordinating with sales teams and utilizing trade volume logs to create employable and targeted client lists - Leveraged Salesforce.com to establish consistency across product and client records, automate future sales campaign data input, create actionable client insight, and improve the accuracy of mid-year KPIs Show less
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Data Science Institute at Vanderbilt University
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United States
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Higher Education
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1 - 100 Employee
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Selected AI Summer Program Participant
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May 2023 - Jun 2023
4-Week Summer Workshop. Topics Include: - Introduction to transformer models, generative AI, and prompt engineering - AI-Assisted programming for AI - Building AI systems and training AI models 4-Week Summer Workshop. Topics Include: - Introduction to transformer models, generative AI, and prompt engineering - AI-Assisted programming for AI - Building AI systems and training AI models
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President
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Jul 2021 - Jun 2022
- Planned and executed all fundraising and promotional campaigns throughout the year which raised $40,000+ for the American Cancer Society- Maintained club morale amidst pandemic conditions which altered our strategies and ability to meet- Cooperated with and oversaw the duties of 100 student club members and faculty Relay board members.
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Vice President
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Jul 2020 - Jun 2021
- Aided in planning and leading club-widee meetings- Generated, planned, and executed fundraising ideas- Adapted our fundraising events and meetings to the pandemic when it happened in the middle of our campaign
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Sponsorship Chair
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Sep 2019 - Jun 2020
- Led a team in soliciting local businesses for donations and sponsorship- Aided in planning and running club-wide meetings- Participated in and planned fundraising events
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Social Service Association of Ridgewood and Vicinity
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Senior Drive Coordinator
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Nov 2019 - May 2022
- Created a website for my personal “Jack’s Food Drive” with Amazon storefront integration to a list of items routinely updated according to the needs of the Social Services Office - Stored, packed, transported, and shelved $5,000 of collected goods at the Social Services Office - Created a website for my personal “Jack’s Food Drive” with Amazon storefront integration to a list of items routinely updated according to the needs of the Social Services Office - Stored, packed, transported, and shelved $5,000 of collected goods at the Social Services Office
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Ford Motor Company
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Parts Department Employee
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Jun 2021 - Aug 2021
- Organized incoming inventory daily and disposed of waste employing heavy machinery - Utilized software to keep warehouse inventory tracked and updated at multiple dealerships - Communicated customer scenarios and requests to parts mechanic specialists - Organized incoming inventory daily and disposed of waste employing heavy machinery - Utilized software to keep warehouse inventory tracked and updated at multiple dealerships - Communicated customer scenarios and requests to parts mechanic specialists
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NYU School of Professional Studies
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United States
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Higher Education
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1 - 100 Employee
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Student of "Finance NYC: An Insiders View" Program
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Aug 2019 - Aug 2019
Taught by an industry expert; an introduction to - Nature of the financial system - Types of assets that are traded - Techniques for measuring and managing the risk and return of portfolios - Role of the Federal Reserve System - Financial derivatives Taught by an industry expert; an introduction to - Nature of the financial system - Types of assets that are traded - Techniques for measuring and managing the risk and return of portfolios - Role of the Federal Reserve System - Financial derivatives
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Education
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2022 - 2026
Vanderbilt University
Bachelor's degree, Human and Organizational Development, Minors in Business and Data Science -
2018 - 2022
Northern Highlands Regional High School
High School Diploma
Community
