Graham Kalan

Graham Kalan

Investment Analyst

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location of Graham KalanWashington, District of Columbia, United States

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  • Timeline

  • About me

    Analyst at OTC Markets Group

  • Education

    • The London School of Economics and Political Science (LSE)

      2024 - 2024
      Finance
    • Bucknell University

      2020 - 2024
      Bachelor of Science - BS Mathematical Economics 2024

      Activities and Societies: Habitat for Humanity, Active Minds, Sigma Phi Epsilon, Club Hockey, E-nable, ALIVE, Economics Club, Bison Finance Society, Peer Advisor

  • Experience

    • 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.

    • 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

  • Licenses & Certifications

    • Generative AI for Professionals

      AI Mindset
      Jan 2025
    • Managerial Finance

      The London School of Economics and Political Science (LSE)
      Mar 2024
      View certificate certificate
    • Financial Statement and Discounted Cash Flow Modeling Certification

      Wall Street Prep
      Oct 2022
      View certificate certificate