Jake Holter

Research Analyst @Seidman Investment Portfolio Organization

Troy, MI, US
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WORK HISTORY

Jan 2025 — Present

Research Analyst @Seidman Investment Portfolio Organization

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Grand Rapids, MI, US

Conducted quantitative and qualitative research on undervalued small-cap equities to aid investment decisions for a portfolio.Completed IPO\'s 10-week analyst training program covering topics like financial reporting analysis, micro and macroeconomics, portfolio management, and financial modeling.Collaborated with a team of fellow analyst to produce and present a stock pitch on a company using the skills learned from the analyst training program.

ABOUT JAKE HOLTER

Jake Holter is a current junior at Grand Valley State University studying finance and…

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Jake Holter — Research Analyst at Seidman Investment Portfolio Organization in Troy, MI, US | Unifers