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Zhanar Jerew

Zhanar Jerew

Bookkeeper

Followers of Zhanar Jerew778 followers
location of Zhanar JerewFallbrook, California, United States

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  • Timeline

  • About me

    Client Service Specialist at Mercer Advisors

  • Education

    • California State University San Marcos

      2020 - 2022
      Bachelor of Business Administration Finance, General

      Activities and Societies: Finance Society

    • MiraCosta College

      2018 - 2020
      Associate of Science - AS Business Administration

      Activities and Societies: Phi Theta Kappa Honor Society, President's Honor List

  • Experience

    • Tri West Real Estate

      Jul 2019 - Dec 2022
      Bookkeeper

    • The Cougar Fund at California State University San Marcos

      Feb 2021 - May 2022

      Responsible for the Energy and Utilities Sector

      • Portfolio Manager

        Sept 2021 - May 2022

      • Financial Analyst

        Feb 2021 - Sept 2021

    • CSUSM Finance Society

      Jun 2021 - May 2022

      • Vice President

        Jan 2022 - May 2022

      • Treasurer

        Jun 2021 - Jan 2022

    • CFA Institute

      Oct 2021 - Mar 2022
      Equity Research Analyst - CFA Research Challenge

      The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

    • Mercer Advisors

      Jan 2023 - now
      Client Service Specialist

  • Licenses & Certifications

    • FactSet Essentials: Portfolio Analysis

      FactSet
      Sept 2021
      View certificate certificate

    • Certificate of Achievement in Accounting with Highest Honors

      MiraCosta College
      Aug 2020

    • Open Water Diver

      PADI
      May 2013

    • Excel: VLOOKUP and XLOOKUP

      LinkedIn
      Jun 2022
      View certificate certificate

    • Federal and California Income Tax Preparer

      CTEC Registered Tax Preparers
      May 2020

  • Honors & Awards

    • Awarded to Zhanar Jerew
      Cum Laude - May 2022
    • Awarded to Zhanar Jerew
      Dean's List - Apr 2021
    • Awarded to Zhanar Jerew
      Phi Theta Kappa Honor Society - Jan 2019

  • Volunteer Experience

    • Treasurer

      Issued by Boy Scouts of America on Nov 2019
      Boy Scouts of AmericaAssociated with Zhanar Jerew

    • Committee Chair

      Issued by Boy Scouts of America on Feb 2021
      Boy Scouts of AmericaAssociated with Zhanar Jerew