Jack Sweeney

Analyst at Portico Impact Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Newtown Square, Pennsylvania, United States, US

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Credentials

  • SAS Certified Base Programmer for SAS 9 (CBP)
    SAS
    Aug, 2022
    - Nov, 2024
  • Breaking Into Wall Street Financial Modeling Course
    Breaking Into Wall Street
    Jul, 2022
    - Nov, 2024

Experience

  • Portico Impact Fund
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Mar 2023 - Present

      -Assist in sourcing, evaluating, and investing in student-led ESG investment fund -Focus in Healthcare Sector -Assist in sourcing, evaluating, and investing in student-led ESG investment fund -Focus in Healthcare Sector

  • Small Asset Management Group (SAMG)
    • Charlottesville, Virginia, United States
    • Healthcare Sector Head
      • Aug 2022 - Present

      - Promoted to sector head of newly formed asset management group for UVA students - Managing around $40,000 of private funds to invest in target companies in Spring/Fall 2023 - Leading collaboration with members to source, research, and invest in companies fitting investment criteria - Promoted to sector head of newly formed asset management group for UVA students - Managing around $40,000 of private funds to invest in target companies in Spring/Fall 2023 - Leading collaboration with members to source, research, and invest in companies fitting investment criteria

  • Compass Lexecon
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Financial Consultant Intern
      • Jun 2023 - Aug 2023

      -Securities and Financial Markets Sector -FTI Consulting's Economic Consulting Area -Securities and Financial Markets Sector -FTI Consulting's Economic Consulting Area

  • FTI Consulting
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Intern - CL
      • Jun 2023 - Aug 2023

  • SEI
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Data Analytics Intern
      • May 2022 - Aug 2022

      - Worked with transactions team in dealing with recent SEI acquisitions to transfer ultra-high net worth clients accounts into SEI's investment strategies. -Consulted clients on thousands of financial document data to fit needs - Create hundreds of new accounts in SEI investment platforms, extensive use of excel and programming software -Exposure to business development team and consultants at firm - Worked with transactions team in dealing with recent SEI acquisitions to transfer ultra-high net worth clients accounts into SEI's investment strategies. -Consulted clients on thousands of financial document data to fit needs - Create hundreds of new accounts in SEI investment platforms, extensive use of excel and programming software -Exposure to business development team and consultants at firm

  • O'MALLEY MOVING & STORAGE, INC.
    • Havertown, PA
    • Project Leader and Management
      • Jun 2016 - Dec 2021

  • Overbrook Golf Course
    • Spectator Sports
    • 1 - 100 Employee
    • General Management
      • May 2015 - May 2020

Education

  • University of Virginia
    B.A in Economics and B.A in Financial Statistics, GPA: 3.8
    2020 - 2024
  • St. Joseph's Prep
    High School Diploma, General Studies
    2016 - 2020

Community

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