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James Holtman, CFA

James Holtman, CFA

Student

Followers of James Holtman, CFA746 followers
location of James Holtman, CFASalt Lake City, Utah, United States

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  • Timeline

  • About me

    Strategic Valuations Manager at Carta

  • Education

    • Cheshire High School

      2008 - 2012

    • University of Vermont

      2012 - 2016
      Bachelor of Business Administration (BBA)

      Activities and Societies: UVM Enactus, UVM Snowboard Team, UVM Finance and Investment Club

    • Stockholm University

      2015 - 2015
      Semester Abroad Accounting and Finance

  • Experience

    • University of Vermont

      Aug 2012 - May 2016
      Student

    • National Life Group

      Apr 2014 - Aug 2014
      Financial Planning and Analysis Intern

    • FreshTracks Capital

      Jun 2015 - Aug 2015
      Summer Analyst

      While at Fresh Tracks I compiled quantitative and qualitative data from negotiations with potential clients and conducted market research. I then compiled this data into investment recommendations for the partners at the firm.

    • SS&C Technologies

      Oct 2016 - Oct 2017
      Fund Accountant

      As a fund accountant with SS&C I was responsible for tracking clients daily trading activity and ensuring data is ready for both client and regulatory use. This includes creating month-end reports relating to holdings, income, and changes in value of client portfolios and working with large data sets using tools such as SQL, Crystal, CAMRA, and Excel. I also have taken part in testing and troubleshooting new software set for both internal and external release and am responsible for constantly working to streamline and automate the daily tasks of my position, saving hours of time weekly. While working with Bloomberg terminals to research trading issues I have been able to gain an insight into the capital markets and the tools used by financial professionals worldwide. Show less

    • Rossignol Group

      Nov 2017 - Jan 2019
      Credit Analyst

    • Carta

      Jan 2019 - now

      Led a team of high-performing analysts to ideate, test, and implement initiatives that positively impact Carta's NDR metrics. In this role I use Looker and SQL to analyze data and determine trends, work cross functionally with stakeholders at all levels within Carta, and help my team drive high-impact and timely results. I also mentored and developed junior analysts, and created a culture of continuous learning and improvement. Worked on a small team that acts as an incubator inside of Carta's Valuations practice. The team is responsible for driving revenue, increasing the traction and stickiness of Carta's existing products, and testing new products in the market.

      • Strategic Valuations Manager

        May 2023 - now

      • Senior Strategy Associate, Valuations

        Sept 2021 - May 2023

      • Senior Valuations Associate

        Jan 2019 - Oct 2021

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Oct 2021

  • Honors & Awards

    • Awarded to James Holtman, CFA
      Dean's List University of Vermont Grossman School of Business Dec 2015
    • Awarded to James Holtman, CFA
      Dean's List University of Vermont Grossman School of Business Dec 2014
    • Awarded to James Holtman, CFA
      Dean's List University of Vermont Grossman School of Business May 2014
    • Awarded to James Holtman, CFA
      Dean's List University of Vermont Grossman School of Business Dec 2013
    • Awarded to James Holtman, CFA
      Dean's List University of Vermont Grossman School of Business May 2013
    • Awarded to James Holtman, CFA
      Eagle Scout Boy Scouts of America Troop 90 May 2012