Noah Conlon

Investment Analyst at Pathway Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Sep, 2021
    - Sep, 2024
  • Financial Modeling Mastery
    Breaking Into Wall Street
    Dec, 2020
    - Sep, 2024

Experience

  • Pathway Capital Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Investment Analyst
      • Jun 2022 - Present
  • SagePoint Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Analyst
      • Jul 2021 - Jun 2022

      • Learned multiple aspects of financial planning, analysis, investment portfolio construction, and market research • Used analytical tools such as Morningstar Principia and Albridge Wealth Reporting, as well as Excel • Became familiar and proficient at understanding market trends worldwide, historical investment return analysis, and various global investment options • Communicated with Managing Director about market updates and client inquiries • Learned multiple aspects of financial planning, analysis, investment portfolio construction, and market research • Used analytical tools such as Morningstar Principia and Albridge Wealth Reporting, as well as Excel • Became familiar and proficient at understanding market trends worldwide, historical investment return analysis, and various global investment options • Communicated with Managing Director about market updates and client inquiries

  • Community Management Corporation
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Finance Intern
      • Mar 2020 - Sep 2020

      • Inputted financial data into Excel to assist analysts on feasibility of real estate development projects, including calculating IRR • Researched potential tenants for future developments • Spoke to various REITs to research potential projects • Observed and learned various tasks and soft skills of CFO • Inputted financial data into Excel to assist analysts on feasibility of real estate development projects, including calculating IRR • Researched potential tenants for future developments • Spoke to various REITs to research potential projects • Observed and learned various tasks and soft skills of CFO

Education

  • University of California, San Diego - Rady School of Management
    Master's degree, Finance
    2021 - 2022
  • UC San Diego
    Economics
    2017 - 2021

Community

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