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Alex Workman

Portfolio Implementation Specialist at Fisher Investments

United States
500+ connections
Alex Workman on LinkedIn

Updated 5 months ago

5+

Years Experience

8

Roles

20

Skills

2

Education

About

Senior at the University of Oregon, majoring in Business Administration with a keen focus on Finance. My academic journey has been marked by a dynamic blend of leadership roles and hands-on experiences, all of which have been instrumental in shaping my career aspirations. After successfully concluding my tenure as Vice President of Finance at Alpha Kappa Psi, I am excited to reflect on the invaluable experiences gained during my time in this role. Throughout my tenure, I dedicated myself to meticulously managing our organization's balance sheet and ensuring positive cash flow while spearheading impactful fundraising efforts through strategic collaborations with local businesses. This position has not only refined my financial expertise but also deepened my appreciation for the power of effective teamwork in achieving shared goals. Additionally, my role as a Senior Analyst at the University of Oregon Investment Group has equipped me with invaluable skills in equity valuation, 3-Statement Financial Model, and research. I've honed my analytical prowess by using models like the Discounted Cash Flow Model, Precedent Transaction Analysis, and Relative Valuation Model to evaluate companies. One standout experience in my journey was a 10-week internship in Southeast Asia with a prominent Japanese blockchain company. This immersive opportunity allowed me to traverse seven countries, immerse myself in diverse cultures, and gain insights into the nuances of Japanese workplace culture. This experience broadened my global perspective and enhanced my adaptability. Looking forward to post-graduation, I am excited to announce that I have accepted a position with Fisher Investments as a Portfolio Operations Associate. In this role, I will be responsible for translating investment strategies crafted by our Investment Policy Committee (IPC) into actionable orders for our trading team. By executing orders consistent with their recommendations, I will uphold the integrity of portfolios for our high-net-worth clients, aiding them in achieving their long-term financial objectives.

Experience (8 roles)

Full-time · 1 yr 4 mos

2 roles · Jul 2024 - Present

Portfolio Implementation Specialist

Current
Sep 2025 - Present · 2 mos·Camas, Washington, United States · On-site

Portfolio Implementation Associate

Jul 2024 - Sep 2025 · 1 yr 3 mos·Camas, Washington, United States · On-site
Ginco Inc · Internship

Business Development and Research Intern

Ginco Inc · Internship

Jun 2023 - Aug 2023 · 3 mos·Singapore, Singapore · On-site

•Researched and identified prospective clients across Asia, fostering valuable connections and introducing intricate blockchain solutions, leading to Zoom meetings for further collaboration •Investigated and evaluated global players in Real World Asset tokenization, analyzing market dynamics and pla...

Full-time · 2 yrs 8 mos

Vice President of Finance

Full-time · 2 yrs 8 mos

Feb 2023 - Feb 2024 · 1 yr 1 mo·Eugene, Oregon, United States

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Education (2)

University of Oregon Lundquist College of Business

University of Oregon Lundquist College of Business

Grade: Senior Activities and societies: Alpha Kappa Psi & University of Oregon Investment Group

Fremont High School

Fremont High School

Activities and societies: Varsity Tennis, Varsity Track, Varsity Cross Country, Track and Field Captain, Junior and Senior Class President, ASB member

Skills (20)

CommunicationFinanceCustomer ServiceForklift OperationCashieringInvestmentsBusiness DevelopmentMicrosoft ExcelGlobal PerspectiveLeadershipRock ClimbingAnalytical SkillsTableauNetworkingTeam LeadershipProject PlanningWarehouse OperationsOperations ManagementPresentationsTeamwork
Certifications (2)

Counter Balance Sitdown Rider Forklift Operator Safety Training

OSHA Safety Training Institute

Retail Food Handler

StateFoodSafety

Languages (2)
English(Native or bilingual proficiency)Spanish(Limited working proficiency)
Volunteer Experience (2)

Student Volunteer

Second Harvest of Silicon Valley

Sep 2018 - Feb 2020 · 1 yr 6 mos

Summer Camp Counselor

YMCA of Silicon Valley

Jul 2018 - Aug 2018 · 2 mos

Honors & Awards (2)

B.L.U.E. Award

Issued by Fraternity President · Jun 2022

Associated with Alpha Kappa Psi - University of Oregon Awarded for outstanding achievement in servant leadership.

Superstar Award

Issued by Fraternity President · Mar 2022

Associated with Alpha Kappa Psi - University of Oregon Awarded for exhibiting the core values of Alpha Kappa Psi; Brotherhood, Knowledge, Integrity, Service, and Unity.

Frequently Asked Questions

What is Alex Workman's current role?
Alex Workman is currently working as Portfolio Implementation Specialist at Full-time · 1 yr 4 mos.
Where did Alex Workman study?
Alex Workman studied Bachelor's degree, Business Administration and Management, General at University of Oregon Lundquist College of Business. They have 2 education entries on their profile.
What skills does Alex Workman have?
Alex Workman's top skills include Communication, Finance, Customer Service, Forklift Operation, Cashiering. They have 20 skills listed on their profile.
Where is Alex Workman based?
Alex Workman is based in United States.

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