Michael Whalen

Investment Operations Analyst at PSP Partners

Role
Investment Operations Analyst at Psp Partners
Location
Forest Park, IL, US
LinkedIn followers
500 followers

About Michael Whalen

Since March of 2024, I have been working at PSP Partners as an Investment Operations Analyst. I am originally from the Chicagoland area, with a major in finance and a certificate in leadership studies. I gained finance knowledge and experience through my time at Proper Rate and Northern Trust; including strong interpersonal communication, an analytical thought process, and strong desire to continue learning.

Experience

  1. Investment Operations Analyst

    Psp Partners

    Mar 2024 — Present · Chicago, IL, US

    Processed capital calls and distributions and streamlined the process to increase efficiency.• Revamped exposure reporting and analysis for quarterly reporting.• Analyzed returns and investment suggestions for quarterly reporting.• Led the implementation of an AI software, Canoe, for our operations team.

Education

  • The University of Iowa Tippie College of Business

    Bachelor of Arts - BA, Finance, General

  • Fenwick High School

    High School Diploma

    2014 — 2018

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Michael Whalen — Investment Operations Analyst at Psp Partners in Forest Park, IL, US | Unifers