Ellen Bennett

Experience

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  Hy-Vee, Inc.

  Jul 2013 - Aug 2016

  Checker

  • Communicated with guests and solved problems as necessary• Demonstrated strong customer service skills• Handled money

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  Z3 Triathlon Team

  May 2016 - Sept 2016

  Marketing Intern and Coach

  • Managed team social media accounts with regular and interesting postings to keep team members and parents engaged and aware• Assistant Coach of Z3 Triathlon Competitive Team including 30 athletes 8-12 years of age• Ran multiple indoor bicycling classes for adults • Designed graphics for team needs• Assisted in the day to day organization of the team operations involving Excel• Helped organize multiple all team gatherings• Assisted with tracking registration and participation in major triathlon involving over 400 athletes Show less

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  University of St. Thomas

  Mar 2017 - Jun 2019

  -Provided tutoring services for Intro to Financial Management, Corporate Finance, and Investments classes-Assisted as an Accounting tutor as needed for Intro to Financial Accounting and Managerial Accounting classes-Worked with students to see the problem as more than a textbook problem, but to help them understand why an answer makes sense logically with the formula used -Executed monthly bank reconciliations-Created journal entries-Assisted with recording and reporting of grant fund usage-Communicated with Senior Accountants about projects and assignments-Approved vendor addresses

  • Finance Tutor

    Aug 2018 - Jun 2019

  • Controller's Office Student Intern

    Mar 2017 - May 2019
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  KPMG

  Jun 2018 - Aug 2018

  Tax Intern

  • Prepared federal and state tax returns for partnerships and individuals • Summarized client data into useful formats using Excel• Worked with large and small teams to complete projects under strict deadlines

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  University of St. Thomas - Opus College of Business

  Sept 2018 - Jun 2019

  Equity Research Analyst/Portfolio Manager - The Aristotle Fund

  • Portfolio manager for a $7M student managed portion of the school’s endowment as a mid cap equity fund• Provided equity research coverage of the consumer discretionary sector and pitched investment ideas• Reviewed and analyzed over 50 investment pitch ideas in the mid cap space• Led effort to re-vamp the fund’s annual report and presented on our performance to the Board of Trustees

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  Principal Financial Group

  May 2019 - Dec 2019

  Commercial Real Estate - Acquisitions Intern

  • Contributed to over $290M of investment activity• Underwrote potential acquisition properties, over 80 to date• Took leadership on a case study project to run a multifamily acquisition deal and presented to a group of industry professionals and faculty advisers• Performed analysis of real estate properties in Argus Enterprise and Excel• Communicated with analysts and managers on underwriting assumptions and pricing• Networked with working professionals across the Principal Real Estate platform to gain broader understanding of the business and real estate strategies• Conducted research of county tax rates and property tax assessments• Prepared fact sheets and committee sheets for distribution to portfolio managers• Built Argus files and reviewed broker models for each property type • Compiled and analyzed property data and economic metrics for client presentations Show less

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  American Equity

  Jan 2020 - Jun 2021

  Investment Associate - Private Placements

  • Provided credit coverage for Water Utilities, Timber and Railroad companies• Prepared and distributed portfolio management reports• Updated credit models and track covenant compliance of private placement investments• Communicated with Investment Operations department to execute new automation initiatives• Created new reporting functionality using Tableau

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  Principal Asset Management

  Jun 2021 - now

  Portfolio Analyst

  Portfolio Analyst for Principal Real Estate, the dedicated real estate unit of Principal Asset Management. Member of the portfolio management team for the Principal U.S. Property Aggregate, the firm's core open-end strategy. Responsible for portfolio statistics and analytics, annual business plans and quarterly reporting.