John Brock

Senior Analyst at Innovest Portfolio Solutions

Role
Senior Analyst at Innovest Portfolio Solutions
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Brock

As a tech enthusiast with a financial background, I have always had an interest in being the \"Man in the chair\" so I find myself to be very interested in operations, business analysis, and analytics especially at financial companies. I bring a unique skill set to the help to help optimize and create efficiencies in manual processes. I have experience in creating automation workflows in UIPath, VBA coding in excel, and pick up any kind of program and software quickly. I have been implementing scrum sessions for our team and carrying out the workflows as well.With my financial background I have experience in vetting fund managers, working with equity traders, performing due diligence, and knowledge in performance reporting software such as Paris Citrix and Orion. Being able to take complex information from financial knowledge and IT projects then streamlining that information down to easy to understand presentations and visuals is important to make sure all levels have adequate understanding and buy in of a project.

Experience

  1. Senior Analyst

    Innovest Portfolio Solutions

    Oct 2023 — Present · Denver, CO, US

Education

  • Purdue University

    Bachelor's degree, Finance, General

    2015 — 2019

Skills

  • Public Speaking
  • Leadership
  • Microsoft Office
  • Powerpoint
  • Microsoft Excel
  • Time Management
  • Event Planning
  • Social Media
  • Teamwork
  • Microsoft Word

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John Brock — Senior Analyst at Innovest Portfolio Solutions in Denver, CO, US | Unifers