Samuel Harnisch
Investment Analyst at Schoolcraft Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Schoolcraft Capital
-
United States
-
Investment Management
-
1 - 100 Employee
-
Investment Analyst
-
Oct 2022 - Present
-
-
-
PIMCO
-
Kuwait
-
Real Estate
-
1 - 100 Employee
-
Leveraged Finance Analyst
-
Jun 2021 - Oct 2022
• Partnering closely with the leveraged finance portfolio management team to illustrate PIMCO’s views and outlook on the high yield and loan markets, portfolio construction, and performance attribution of the funds for marketing collateral and shareholder reports • Summarizing and publishing PIMCO research analysts’ views on topical high yield, loan, investment grade, and securitized credits for broader firmwide and client consumption • Working with senior strategy members to help develop new investment products and realign existing ones to better fit client needs • Took the lead role in developing internal and external marketing and educational content for the launch of PIMCO’s Senior Loan Active Exchange-Traded Fund (LONZ) Show less
-
-
-
-
Tutor
-
Mar 2019 - Jun 2021
• Empower students with various learning disabilities to take an active role in their learning process, instill within them a sense of confidence and independence, and guide them to become more effective learners • Empower students with various learning disabilities to take an active role in their learning process, instill within them a sense of confidence and independence, and guide them to become more effective learners
-
-
-
Wealthnet Investments, LLC
-
United States
-
Investment Management
-
1 - 100 Employee
-
Intern
-
Jan 2021 - Apr 2021
• Utilized unique factor-based approach to identify relative value opportunities within select industries • Pitched investment recommendations to the CIO that were implemented in client portfolios • Utilized unique factor-based approach to identify relative value opportunities within select industries • Pitched investment recommendations to the CIO that were implemented in client portfolios
-
-
-
University of Denver
-
United States
-
Higher Education
-
700 & Above Employee
-
Graduate Research Assistant
-
Sep 2020 - Mar 2021
-
-
-
-
Portfolio Manager & Equity Research Analyst
-
Mar 2020 - Aug 2020
• Selected from pool of 2,000+ business students to actively manage $1.5mm investment portfolio, covering the technology, financials, and utilities sectors • Successfully pitched buy, sell, and hold recommendations to the investment committee including Google and Dominion Energy • Selected from pool of 2,000+ business students to actively manage $1.5mm investment portfolio, covering the technology, financials, and utilities sectors • Successfully pitched buy, sell, and hold recommendations to the investment committee including Google and Dominion Energy
-
-
-
-
Coach
-
Sep 2016 - Mar 2020
• Chosen to coach and mentor at practices and tournaments for one of the top club associations in the country • Chosen to coach and mentor at practices and tournaments for one of the top club associations in the country
-
-
-
-
Tutor
-
Sep 2018 - Jun 2019
• Tutor Student-Athletes in one-on-one and group sessions for Calculus, Finance, Accounting, and Data Analytics courses • Tutor Student-Athletes in one-on-one and group sessions for Calculus, Finance, Accounting, and Data Analytics courses
-
-
-
Natures Image Inc
-
United States
-
Environmental Services
-
1 - 100 Employee
-
Intern
-
Jun 2017 - Aug 2017
• Collected data from cutting edge drone technology using thermal cameras to evaluate plant health in California • Developed an extensive procedural manual for comprehensive Agriculture Technology process • Collected data from cutting edge drone technology using thermal cameras to evaluate plant health in California • Developed an extensive procedural manual for comprehensive Agriculture Technology process
-
-
-
Towneley Capital Management, Inc.
-
United States
-
Investment Management
-
1 - 100 Employee
-
Intern
-
Apr 2016 - Jun 2016
• Examined custom investment and fiduciary counseling at an SEC-registered independent investment advisory firm • Contributed to proposals for potential clients in addition to updating current client’s portfolio holdings • Examined custom investment and fiduciary counseling at an SEC-registered independent investment advisory firm • Contributed to proposals for potential clients in addition to updating current client’s portfolio holdings
-
-
Education
-
University of Denver
Master's degree, Applied Quantitative Finance -
University of Denver
Bachelor of Business Administration, Finance and Data Analytics -
St. Margaret's Episcopal School
High School Diploma