Katelyn Lobo

Experience

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  Ramada Inn

  May 2020 - Aug 2020

  Front Desk Staff

  - Worked with Synxis software to oversee Customer Check-in and Check out procedures - Initiated new recycling procedures for staff and generated an income of $5 per recycled material shipment - Promoted friendly environment for customers and increased customer satisfaction- Enhanced hotel services such as shuttle bus to increase customer acquisition by 15%

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  180 Degrees Consulting at UT Dallas

  Dec 2020 - May 2023

  Manage five separate client engagements, assisting with recommendation development, deliverable creation, and relationship management with key counterparties Project Team Member Consultant, International Civic Organization- Strategized solutions to improve membership after analyzing regional data from 84+ clubs- Developed standardized due structure for clubs to use in 10+ regions with an implementation timeline- Recommended recruiting guidelines to help the client bolster membership in the North American region Project Team Member, African Non-Profit aiming to bring sustainability to Uganda- Developed cold-email guide for client and inculcated practices while reaching out to other non-profits to have an average response rate of 30% - Introduced 5 evaluation metrics for the Client used to track goals and growth- Evaluated 8 potential obstacles specific to Uganda nonprofits with methods to reconcile and prepare for the risk

  • President

    Aug 2022 - May 2023

  • Consulting Director

    Jan 2022 - Aug 2022

  • Project Team Member

    May 2021 - Jan 2022

  • Project Team Member

    Dec 2020 - Nov 2021
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  Alpha Kappa Psi - Mu Rho Chapter

  Jan 2021 - Dec 2021

  - Elected as Head chair for the Professional Committee in charge of events organizing events and programs that improve professionalism within the chapter- Spearheaded 5 novel major cohorts focused on providing small group learning to peers of similar majors to facilitate professional growth and academic drive- Organized a virtual networking event with Charles Schwab and inculcated robust marketing strategies to increase external participation by over 90% - Compiled and organized 400+ interview results into Google sheets to track prospective members- Created presentations used for weekly training sessions covering topics pertaining to professional development and academic best practices - Organized and led 6 mock interview workshops and devised 50+ behavioral and technical questions for new member recruitment

  • Professional Committee Chair

    Jun 2021 - Dec 2021

  • Membership Committee

    Jan 2021 - Nov 2021
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  Fidelity Investments

  Apr 2021 - Feb 2023

  • Outbounds Team Intern - Validated client files using Microsoft Access to identify documentation errors to be compiled on a JIRA board for review, troubleshooting, and correction by developer teams- Developed a novel quality control template in Microsoft Excel used by the broader group for standardized Business Acceptance Testing • Client Requirements Team Intern - Comprehensively analyzed client benefits data with a firmwide internal tool to be used for the benefits delivery process- Created frequently asked questions guide with over 100 regularly expressed points of concern by the group’s full-time employees to facilitate process efficiency - Identified and recorded over 40 functionality gaps within the Fidelity requirements tool for further analysis and improvement by the firm’s development team

  • Health and Welfare Implementation Analyst

    Aug 2021 - Feb 2023

  • Health and Welfare Implementation Analyst

    Apr 2021 - Aug 2021
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  The University of Texas at Dallas

  Jan 2022 - Jul 2023

  Student Investment Corporation Spring Analyst

  • Develop investment efforts within the basic materials sector by creating weekly sector updates analyzing market dynamics, catalysts for growth, and potential investments presented to the Fund’s portfolio manager and senior advisors • Collaborate with fellow sector analysts to generate stock pitches across various industries on an ad-hoc basis• Selected Pitch Experience: Proposed Investment in Disney- Conducted key industry and company diligence to develop a long thesis on Disney incorporating both qualitative (Porter’s Five Forces, SWOT, etc.) and financial (Comparable Companies, DCF, etc.) analyses - Summarized findings in a comprehensive slide deck presented to the fund’s investment committee Show less

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  West Monroe

  May 2023 - Aug 2023

  Mergers and Acquisitions Intern
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  Alpha Kappa Psi - Mu Rho Chapter

  Aug 2023 - Dec 2023

  Vice President of Membership

  • Coordinated and organized rush process for 150+ students for the Fall 2023 semester including 5+ events • Devised curriculum and oversaw pledge process of 20 pledges into full time brothers

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  180 Degrees Consulting at UT Dallas

  Jan 2024 - May 2024

  Consulting Director