Graham Kalan

Experience

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  Knollwood Investment Advisory

  May 2022 - Apr 2024

  Investment Analyst

  As an analyst, I had exposure to the entire deal process from origination and due-diligence through deal structuring and post-investment portfolio management. I helped support data collection and processing, portfolio and manager analytics, and the technology and systems associated with these functions. The role was a balance between financial analysis, business strategy, and sharp execution.

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  OTC Markets Group

  May 2024 - now

  Analyst

  As an Analyst at OTC Markets Group, which operates regulated markets for over 12,000 US and international securities, I manage listing applications and assess qualifications per listing rules. I work closely with issuers and service providers throughout the application process. I review financial reports, news, and corporate actions to ensure adherence to marketplace rules while also developing and refining listing procedures, collecting and verifying public company profile data, and providing customer support on listing qualifications, disclosure procedures, and available services. Show less