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
Investment Operations Analyst
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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