Trey Graham
Fund Associate at Endeavor Real Estate Group- Claim this Profile
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Bio
Experience
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Endeavor Real Estate Group
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United States
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Real Estate
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100 - 200 Employee
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Fund Associate
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Apr 2022 - Present
Austin, Texas, United States
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Waterloo Capital
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United States
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Financial Services
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1 - 100 Employee
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Senior Investment Analyst
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Oct 2018 - Apr 2022
Austin, Texas
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Investment Analyst
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Jul 2014 - Oct 2018
Austin, Texas • Work directly with CEO and CIO to form target investment thesis and manage client portfolios • Develop financial models and research to analyze investment opportunities including private equity, venture capital, private debt, ETFs, and mutual funds • Draft fund specific research memos and marketing materials using the Adobe Suite
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The University of Texas at Austin
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United States
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Higher Education
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700 & Above Employee
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Student
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Jun 2009 - May 2014
Austin, TX • Finance major at the McCombs School of Business • Minor in Psychology
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Football Team Member
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Jun 2009 - Feb 2013
Austin, Texas • Scholarship athlete at the Tight End position • Assisted offensive coaching staff with game preparation and in-game analysis as a student coach • Awarded Frank Medina Rehabilitation Award for the 2012 season
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Waterloo Capital
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United States
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Financial Services
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1 - 100 Employee
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Financial Analyst Intern
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May 2013 - Aug 2013
Austin, Texas • Reported Directly to CIO • Researched, analyzed, and supported CIO in investment selection and portfolio management processes
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Lloyd Gosselink Rochelle & Townsend, P.C.
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United States
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Law Practice
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1 - 100 Employee
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Clerk
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Jun 2011 - Aug 2011
Austin, Texas Area • Assisted in closing recent cases by inputting case information into office database • Imported and organized case documents for newly hired attorney
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Education
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The University of Texas at Austin
Certificate in Data Analytics -
The University of Texas at Austin
BBA, Finance