Grant Clay
M.S. Finance Candidate at the University of Kentucky | Finance & Risk Management and Insurance Graduate | EKU Alum | Fully Licensed Insurance Agent
- Role
- Investment Reporting Intern at Bluegrass Capital Research
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Grant Clay
I am a Finance & Risk Management and Insurance graduate from Eastern Kentucky University,…
Experience
Investment Reporting Intern
May 2022 — Present · Richmond, KY, US
Review and verify financial and investment data for accuracy•Prepare and compile monthly investment performance reports for clients•Coordinate with advisor to ensure timely and accurate client communications•Support implementation and use of SaaS-based reporting software•Maintain organized records of financial reports and supporting data
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