Stephen Davis
Quantitative/Risk Analyst at the Student Managed Investment Fund (SMIF) at UNC Charlotte Belk College of Business- Claim this Profile
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Topline Score
Bio
Credentials
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Programming for Everybody (Getting Started with Python)
CourseraMay, 2023- Sep, 2024 -
Microsoft Excel 2013 Certification
University of North Carolina at CharlotteJan, 2022- Sep, 2024 -
Lifeguarding and Bloodborne Pathogens Training
American Red CrossMay, 2017- Sep, 2024 -
10-Hour OSHA Hazard Recognition
OSHA Safety Training Institute
Experience
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UNC Charlotte Belk College of Business
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United States
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Higher Education
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1 - 100 Employee
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Quantitative/Risk Analyst at the Student Managed Investment Fund (SMIF)
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Aug 2023 - Present
· Manage UNC Charlotte's portfolio with $560,000 assets under management, employing quantitative strategies to optimize risk-adjusted returns. · Present biweekly reports to the fund’s board communicating complex quantitative concepts in a clear and accessible manner. · Utilize financial software, including Bloomberg Terminal, python and pandas library to track market indicators and make informed decisions. · Manage UNC Charlotte's portfolio with $560,000 assets under management, employing quantitative strategies to optimize risk-adjusted returns. · Present biweekly reports to the fund’s board communicating complex quantitative concepts in a clear and accessible manner. · Utilize financial software, including Bloomberg Terminal, python and pandas library to track market indicators and make informed decisions.
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Business Honors Program - UNC Charlotte
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United States
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Higher Education
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1 - 100 Employee
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External Vice President of BHP
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May 2023 - Present
• Reaching out to 15+ non profit organizaIons to find 300+ community service spots per semester. • Scheduling all 130+ BHP members to their volunteer events and tracking their atendance using Excel. • Managing a team of class representatives by delegating them tasks to help me better fulfill my role. • Reaching out to 15+ non profit organizaIons to find 300+ community service spots per semester. • Scheduling all 130+ BHP members to their volunteer events and tracking their atendance using Excel. • Managing a team of class representatives by delegating them tasks to help me better fulfill my role.
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Bluetanks
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United States
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Software Development
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1 - 100 Employee
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Business Development Associate
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May 2023 - Present
· Conducted financial analysis and utilized forecasting techniques using Excel to predict revenue, expenses, and profitability. · Created effective business pitch proposals utilizing Canva to present innovative ideas to potential clients and investors. · Conducted financial analysis and utilized forecasting techniques using Excel to predict revenue, expenses, and profitability. · Created effective business pitch proposals utilizing Canva to present innovative ideas to potential clients and investors.
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Stephen's Lawn Care
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United States
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Environmental Services
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Landscape Business Owner
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May 2016 - Present
*Developed a lawn care business at the age of 13 and took care of lawns for over 50 different customers. *Coordinated with a real estate agent to complete a $1,500 landscaping project for house going on the market. *Advertised my business using door-to-door sales, social media marketing, and yard signs. *Hired four different employees to assist me with the increase in demand for my services. *Communicated with several different customers and employees simultaneously to find times to get the job done. Show less
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LEARFIELD
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United States
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Spectator Sports
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700 & Above Employee
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Property Assistant
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Aug 2022 - Aug 2023
*Fulfilled marketing contracts with UNCC football/basketball teams corporate sponsors of Atrium Health, Chick-fil-A, Coca-Cola, Truist, Ally Bank etc. *Set up all A-frames, posters, and other advertisements for the UNC Charlotte football and basketball games. *Responsible for producing 200-300 pictures during the football and basketball games for marketing related content. *Received first had experience and valuable insight into the world of sports and entertainment marketing. *Fulfilled marketing contracts with UNCC football/basketball teams corporate sponsors of Atrium Health, Chick-fil-A, Coca-Cola, Truist, Ally Bank etc. *Set up all A-frames, posters, and other advertisements for the UNC Charlotte football and basketball games. *Responsible for producing 200-300 pictures during the football and basketball games for marketing related content. *Received first had experience and valuable insight into the world of sports and entertainment marketing.
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Blaze Pizza, LLC
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United States
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Restaurants
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700 & Above Employee
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Employee
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Jul 2022 - Aug 2022
*Collaborated with coworkers to fulfill orders during busy lunch and dinner rushes. * Maintained a clean and organized store, ensuring compliance with health and safety regulations. • Worked collaboratively with kitchen staff to ensure timely and accurate preparation of food orders. *Contributed to a positive guest experience, resulting in an increase in customer loyalty. *Collaborated with coworkers to fulfill orders during busy lunch and dinner rushes. * Maintained a clean and organized store, ensuring compliance with health and safety regulations. • Worked collaboratively with kitchen staff to ensure timely and accurate preparation of food orders. *Contributed to a positive guest experience, resulting in an increase in customer loyalty.
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Honey Pig
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United States
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Food & Beverages
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1 - 100 Employee
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Food Server
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May 2022 - Jul 2022
* Developed strong time management and multitasking skills, handling multiple tables while in a fast-paced environment. *Trained new servers on menu items, restaurant policies, and best practices for providing excellent customer service. *Learned skills of multi-tasking as I was responsible for for serving several people at a time. * Gained experience working in a diverse work environment. * Developed strong time management and multitasking skills, handling multiple tables while in a fast-paced environment. *Trained new servers on menu items, restaurant policies, and best practices for providing excellent customer service. *Learned skills of multi-tasking as I was responsible for for serving several people at a time. * Gained experience working in a diverse work environment.
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Scottish Hills Recreation Club
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United States
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Recreational Facilities
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1 - 100 Employee
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Lifeguard
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Jun 2018 - Aug 2021
*Supervised and protected patrons while watching and calling out for potential hazards that may arise *Collaborated with other team members to ensure that we are properly enforcing rules. *Certified in life saving protective measures such as first aid and CPR. *Tended to various medical needs and workplace hazards. *Supervised and protected patrons while watching and calling out for potential hazards that may arise *Collaborated with other team members to ensure that we are properly enforcing rules. *Certified in life saving protective measures such as first aid and CPR. *Tended to various medical needs and workplace hazards.
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Education
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2021 - 2025
University of North Carolina at Charlotte
Business Administration, General, Junior -
2017 - 2021
Cary High School
4.458 (weighted) 4.0 (unweighted) -
2021 - 2021
Wake Technical Community College
High School Dual Enrollment
Community
