Eli Davidoff

Eli Davidoff

Analyst

Followers of Eli Davidoff760 followers
location of Eli DavidoffDenver, Colorado, United States

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  • Timeline

  • About me

    Research Analyst at Syntrinsic Investment Counsel | Experience In Creating Solutions To Complex Business Problems using Data Analysis | Microsoft Office, Tableau, SQL, Python |

  • Education

    • Weston High School

      2013 - 2017
    • University of Denver

      2018 - 2022
      Bachelor of Business Administration - BBA, Finance Marketing
    • Universidad Nebrija

      2019 - 2019
      Finance, General

      Attended Universidad Nebrija for the fall semester of 2019 for an international academic & cultural experience.

  • Experience

    • Electrical Contracting Services

      Jun 2017 - Aug 2020
      Analyst

      • Assisted in preparing financial statements and creating various data management models to produce ad hoc financial reports • Completely replaced and implemented new advanced refrigeration control software system

    • Weston Field Club Inc

      Jun 2017 - Aug 2017
      Team Lead

      • Streamlined resolution of maintenance issues in order to ensure uninterrupted member activity• Trained new employees and provided quality customer service to country club members

    • University of Denver - Daniels College of Business

      Sept 2017 - Jun 2021

      • Developed the Daniels College of Business finance infrastructure allocating funds to various departments within the school and ensuring Daniels to strive among the elite institutions of the world through financial success • Developed and perfected investment skills while testing them in a risk free environment for personal and professional success

      • University of Denver Finance Club Member

        Sept 2017 - Jun 2021
      • University of Denver Student Investors Group

        Sept 2017 - Jun 2021
    • Zeta Beta Tau Fraternity

      Feb 2018 - Aug 2018
      Heritage Chair

      • Elevate the knowledge of Jewish culture to fraternity brothers through connecting with Hillel Club and Rabbi to set up events such as planting butterfly bushes on campus in remembrance of the holocaust

    • PJ Mechanical.

      Jun 2018 - Aug 2019
      Project Manager

      • Estimated costs of materials and labor using financial modeling as well as analyzed competitor prices within the industry to help executives make informed decisions on whether a project would be a profitable and worthwhile investment • Analyzed takeoff drawings by highlighting progress of duct completion gaining on time development of projects for head developers• Communicated deadlines to workers in the field to keep progress steady and to ensure that both corporate leaders and employees were satisfied with job performance Show less

    • Ovation Senior Investment's

      Jul 2021 - Sept 2021
      Real Estate Acquisition Data Analyst

      • Utilized Vision LTC and 3rd party resources to improve, streamline and analyze markets for Ovation Senior Investments and development of its assets. Based on analysis presented recommendations to Senior Management of Development and Acquisitions• Studied existing and future markets to summarize and recommend hiring and retention methods for community staffing. Analyzed prevailing wage rates, workers compensation, litigation practices, benefits, external factors and strategies to model labor inputs and provide a guide for each departmen• Used existing budget modeling to create a template Pro Forma for a middle market product that takes into consideration product and project costs to determine optimal strike levels for each metric within the operating budget Show less

    • University of Denver - Daniels College of Business

      Sept 2021 - May 2022
      Equity Research Analyst at Marsico Fund

      • Managing $2.2 million of the University of Denver’s endowment along with a competitively selected student-led team • Utilizing Capital IQ, Bloomberg, and other financial research databases to identify industry trends, monitor existing portfolio holdings, recommend investment opportunities, and generate superior risk-adjusted return (i.e. alpha) over the S&P 500

    • UBS

      Oct 2021 - May 2022
      Wealth Strategies and Data Analyst Associate

      • Developing a CRM database to strengthen and build client relationships along with being solely responsible for Data Governance and Data quality • Created visualizations of market data using Tableau which was utilized by financial advisors to better communicate money management decisions with clients

    • Syntrinsic LLC

      Apr 2022 - now
      • Research Analyst

        Sept 2023 - now
      • Associate Research Analyst

        Apr 2022 - Aug 2023
  • Licenses & Certifications

    • [PCEP-30-02] PCEP – Certified Entry-Level Python Programmer

      Python Institute
      Mar 2022
      View certificate certificate
    • Series 65

      FINRA
      Jul 2025
    • CFA Program Level I

      CFA Institute
      Jan 2025
      View certificate certificate
    • AIARE 1

      American Institute for Avalanche Research and Education (AIARE)
      Mar 2024
      View certificate certificate
    • Microsoft Office Specialist Master Certification (MOS)

      Microsoft
      Oct 2018
      View certificate certificate
  • Honors & Awards

    • Awarded to Eli Davidoff
      Deans List - Dec 2021 I was awarded the Dean’s List honors for achieving a quarterly grade point average of 3.75 or above.
    • Awarded to Eli Davidoff
      Hornbeck Scholar - Jun 2021 I was awarded the Hornbeck Scholar for achieving a quarterly grade point average of 4.0
    • Awarded to Eli Davidoff
      Deans List - Jan 2021 I was awarded the Dean’s List honors for achieving a quarterly grade point average of 3.75 or above.
    • Awarded to Eli Davidoff
      Deans List University of Denver Feb 2019 I was awarded the Dean’s List honors for achieving a quarterly grade point average of 3.75 or above.
    • Awarded to Eli Davidoff
      Madden Challenge Contestant Winner Daniels College of Business Feb 2018 • Prepared and presented a pitch deck to potential investors for an app that demonstrated how to recycle properly• Developed a detailed marketing strategy and budget model to successfully create and market the app while maintaining financial stability and success
  • Volunteer Experience

    • Fundraising Volunteer

      Issued by Children's Miracle Network Hospitals on Sept 2017
      Children's Miracle Network HospitalsAssociated with Eli Davidoff
    • Junior Firefighter

      Issued by Weston Volunteer Fire Department on Apr 2014
      Weston Volunteer Fire DepartmentAssociated with Eli Davidoff