Jackson Davy

Experience

• 

  University of Utah

  Sept 2022 - now

  Financial Auditor

  Contributed to annual budget creation of $4.6M and revenue/expense forecasting on MS ExcelCompiled daily revenue reports based on actuals to provide executives with actionable insightsDelivered exceptional customer service to ~100 guests per day in person and over the phone

• 

  Edenic Properties

  Feb 2023 - Nov 2023

  Founder & CEO

  Managed a start-up budget of $10k and 1 employee in the wholesale real estate industryConducted market research and analysis to identify profitable financial investment opportunitiesTracked and analyzed key performance indicators to measure success and identify inefficiencies

• 

  Velvet

  May 2023 - now

  Demo AI-driven automation tool to enhance VC due diligence process, resulting in 50+ usersInnovate sales processes for a network of LPs and GPs, boosting pipeline efficiency by 25%Coordinate sales and marketing efforts with the sophisticated needs of 250+ clients Broker $10M in secondaries transaction volume in private growth equity opportunitiesSource deal flows discreetly from network of high-touch relationships to build a pipeline of leadsConduct due diligence to identify suitable investments for clients based on their criteria Produced GP-focused market analysis on macroeconomics, valuations, and fundraising dynamicsInterviewed 40+ fund managers across HF, VC, and PE sectors to identify private market trendsCreated LP-targeted ‘State of the Market’ reports, driving heightened capital allocations

  • Sales Associate

    Feb 2024 - now

  • Private Placement Agent, Decheque Securities LLC

    Sept 2023 - now

  • Investment Research Analyst

    May 2023 - Jan 2024