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Aaron Stocking

Aaron Stocking

Beta Theta Pi

Followers of Aaron Stocking381 followers
location of Aaron StockingNashville, Tennessee, United States

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  • Timeline

  • About me

    Vanderbilt University Masters Candidate | CFA Level I Candidate | Finance and Accounting

  • Education

    • Geneva Community High School

      2015 - 2019

    • Iowa State University

      2019 - 2023
      B.S. Finance, Business Analytics Alumni

      Activities and Societies: Alpha Kappa Psi, Beta Theta Pi, Weight Lifting Club, Green Dot Ambassador, ISU to Wall Street

    • Vanderbilt University - Owen Graduate School of Management

      2024 - 2025
      Master of Science - MS Valuation - Finance & Accounting

  • Experience

    • Beta Theta Pi - Tau Sigma Chapter Vice President

      Aug 2019 - Dec 2023
      Beta Theta Pi

      Responsible for chapter oversight and conduct of 95 members, and campus relations.

    • Kingland

      May 2021 - Nov 2021
      Data Research Analyst

    • IBM

      Dec 2021 - Apr 2023
      Financial Analyst - Data and AI

    • Security Benefit

      May 2023 - Aug 2023
      Alternative Investment Analyst - Intern

      Analyst for a subsidiary insurer of Eldridge Industries; applied Bloomberg Terminal for valuation and research on the Alternatives portfolio ~$3B AUM.Interpreted general partner statements; created a parameter and scenario varying Takahashi Alexander model forecasting rates and timing of future contributions / distributions while calculating IRR / MOIC for individual funds and portfolio. Constructed a dynamic change report coded in Python for the portfolio that leveraged Bloomberg Terminal API for the value of public holdings, highlighted any data discrepancies, and aligned NAV loans between Eldridge and Security Benefit.Job Description: Perform core Alternative Investments Portfolio Management functions, including obtaining capital account statements from fund administrators or General Partner, obtaining K-1’s and other required tax documentation, and ensuring capital calls and distributions are processed efficiently and effectively. The portfolio includes fund and direct holdings in private and private equity, venture capital, credit, real estate, and aircraft. Show less

    • KPMG US

      Jan 2025 - now
      Deal Advisory Intern

  • Licenses & Certifications

    • S&P Global Market Intelligence Capital IQ

      S&P Global
      Aug 2024

    • Excel: Power Query (Get & Transform)

      LinkedIn
      Aug 2025
      View certificate certificate

    • Bloomberg Market Concepts Certification

      Bloomberg LP
      Sept 2021

    • FDD - M&A Bootcamp Completion Certificate

      Private Equity Primer
      Jul 2025
      View certificate certificate

  • Honors & Awards

    • Awarded to Aaron Stocking
      Cardinal Key Honor Society (top .33% of class) - Apr 2022 An honor society whose members are chosen based on demonstrating the four cardinal virtues of scholarship, leadership, service, and character. Members make up the top 1/3 of 1% of all juniors and 1/2 of 1% of all seniors.
    • Awarded to Aaron Stocking
      Virtual Enterprise International - Apr 2019 Represented the firm in business plan competition and awarded 11th best international firm out of over 7000.
    • Awarded to Aaron Stocking
      DECA - Multi-time state and national qualifier in various events such as: Start-Up Business Plan, Integrated Marketing Campaign, Financial Services Decision Making, and Automotive Services Marketing Series.
    • Awarded to Aaron Stocking
      Fall 2019 Dean's List -
    • Awarded to Aaron Stocking
      Fall 2020 Dean's List -
    • Awarded to Aaron Stocking
      Fall 2021 Dean's List -
    • Awarded to Aaron Stocking
      Spring 2020 Dean's List -
    • Awarded to Aaron Stocking
      Spring 2021 Deans List -