Benjamin Schram

Experience

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  Kingland

  Jan 2022 - Aug 2022

  Data Research Analyst

  Researched companies and investigated legal entities and securities to provide up-to-date reference dataEnhanced data quality over time on new and existing data through continual data clean-up efforts

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  WealthCharter Retirement Planning

  May 2022 - Aug 2022

  Wealth Management Intern

  Conducted research to provide insights on client’s portfolios regarding their specific personal and retirement goalsUtilized Morningstar and Value Line to compare and track progress of our current holdings, while researching new investmentsAssisted in various projects related to tax implications, withdrawal rate tracking, industry research, and real estate valuation

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  Athene

  May 2023 - Aug 2023

  Vendor Risk Management Intern

  Provide in-depth analysis on the risks associated with the vendors that are conducting business with both Athene and ApolloAnalyze the financial health of significant vendors by examining financial statements, reports, and various news sourcesApply software such as SpendHQ, Excel, and PowerPoint to prepare vendor research easily presentable to executive management

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  Athene

  May 2024 - Aug 2024

  Actuarial Model Production Intern

  Supported the Modeling Team by developing and enhancing tools used to analyze model results used in financial reportingUtilized Python and Excel to automate several manual quarterly processes cutting time and reducing the risk of human errorCollaborated with other interns to research, test, and present an idea for implementing A.I into Athene’s I.T department