Samuel Iven

Experience

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  VANCOUR LANDSCAPING & HOME IMPROVEMENT

  Jun 2020 - Mar 2021

  Contractor

  • Communicated with customers to achieve their ideal property aesthetic• Worked with a team to repurpose investment properties in a cost effective and efficient way• Assisted the owner of the business with his rental property house flips

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  NBT Bank

  May 2021 - Aug 2021

  Student Associate

  • Attended learning conferences for sectors of the bank such as wealth management, commercial banking and retail banking• Nurtured long-standing customer relationships, assisted customers with account inquiries, payments for loans, mortgages, official checks and money orders

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  Dunuwila Wealth Management

  Jan 2022 - Jun 2022

  Wealth Management Intern

  • Helping manage Adrian Dunuwila’s ~$800M book of business along with learning the different types of investment plans in the financial industry and how a financial services business is run• Frequently analyzed clients risk tolerance, performance and portfolio allocation with Morningstar software and recommended reallocations in portfolio assets• Spoke with representatives at investment companies such as Voya, Prudential, Brighthouse, Allianz and others in representation of DWM's clients

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  Synchrony

  May 2022 - May 2022

  Business Leadership Program Extern

  • Attended a week-long externship learning about the different departments at Synchrony and the BLP Program• Attended networking sessions, job shadowing, presentations, a volunteer event, and participated in a culminating case study pitching an investment idea to upper management

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  Orange Value Fund

  May 2022 - now

  Senior Analyst

  The Orange Value Fund LLC is an elite two-year asset management and investment banking program, where students are trained to become investment analysts and money managers while managing an ~$6M portfolio using a value investment methodology similar to Martin J. Whitman's "safe and cheap" approach.

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  JF Real Estate

  Jun 2022 - Aug 2022

  Commercial Leasing Intern

  • Built out callsheets and reached out to businesses looking to lease space by serving as a leasing representative and finding/closing deals on properties that fit their needs• Assisting with the property management and leasing of a shared space asset and providing excellent client service, leading to highest recorded monthly revenue to date and full occupancy• Participated in the budgeting of renovations of assets to be leased by JF, implementation of a new software program, property showings and sales meetings Show less

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  Bp

  Aug 2022 - Aug 2022

  Finance and Risk Bootcamp

  • Exploring bp's Commercial Energy and Finance & Risk team’s culture, specifically Commodity Risk, Market Risk, Valuations, Accounting, Working Capital, Credit Risk, and Commercial Development.• Networked with Finance & Risk employees while gaining commodity-specific experience through case studies and quizzes

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  PGIM Fixed Income

  Oct 2022 - Aug 2023

  Credit Research Investment Analyst

  Leveraged Finance & High Yield BondsAirlines, Aerospace & Defense, Healthcare, Rental Equipment