Alex Workman
Portfolio Implementation Specialist at Fisher Investments
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.
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Experience (8 roles)
Full-time · 1 yr 4 mos
Current2 roles · Jul 2024 - Present
Portfolio Implementation Specialist
CurrentPortfolio Implementation Associate
Business Development and Research Intern
•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...
Vice President of Finance
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Education (2)
University of Oregon Lundquist College of Business
Grade: Senior Activities and societies: Alpha Kappa Psi & University of Oregon Investment Group
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)
Certifications (2)▼
Counter Balance Sitdown Rider Forklift Operator Safety Training
OSHA Safety Training Institute
Retail Food Handler
StateFoodSafety
Languages (2)▼
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.
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