Cameron Massey
Location
Mission Viejo, CA
Yucaipa, CA
Education
C
California State Polytechnic University-Pomona
August 2019 - December 2022
degree
Bachelor's
major
Finance
P
Poly Pomona in the CFA Investment Research Challenge
Work Experience
Investment Management Team Lead
January 2023 - September 2023
title
Investment Management Team Lead
overview
- Elevated to management role and led three analysts in developing escrow management processes servicing 2,600 investors
- Orchestrated all transactions from release of KYC/AML approved funds to payments of distributions and maturities
- Incorporated financial reporting features for 1099-B tax reporting, OID accretion tracking, and cap-table management
T
Tilden Coil Constructors
Junior Financial Analyst
January 2022 - December 2022
Skills
AccountingAccounts PayableAccounts ReceivableAsset ManagementAuditing SkillsBank ReconciliationBudgeting SkillsBusiness ValuationCapital MarketsCash ManagementCloud ComputingConstruction ManagementCoordination SkillsCorporate FinanceDatabasesDivestituresDrilling OperationsDue DiligenceEconomyFair ValueFinancial ModelingFinancial PlanningFinancial StocksFinancial UnderwritingForecasting SkillsHigh-Yield DebtIncentive ProgramsJavaScript (Programming Language)Knowledge of FinanceKnowledge of StatisticsManagement ProcessesMarketingMergers and AcquisitionsMetricsMicrosoft ExcelMicrosoft PowerPointMoney InvestmentsNet Present ValueOil and GasPerformance ManagementPortfolio ManagementPresentationsProject ManagementPython (Programming Language)Real EstateReal Estate FinanceRetail CommerceRisk AnalysisSalesScenario AnalysisSchedulingStakeholder ManagementTax ManagementTransaction DataValue Engineering