Jake S. is an analyst currently working at Socially Responsible Investment Portfolio, where responsibilities include producing weekly market updates and performing financial evaluations using discounted cash flow models. Previously, Jake served as a financial analyst for London Rangers FC, implementing a new financial management system with Xero software, improving financial processes, and training team members. Earlier experience includes an operations and logistics internship at Travel For Teens, where tasks involved assisting with organizational projects and managing client communications. Additionally, Jake has volunteered at Keller Williams Realty, Inc., and SPCA, gaining valuable insights into real estate operations and animal care, respectively. Jake is pursuing a Bachelor of Business Administration in Finance at the University of Pittsburgh, expected to graduate in 2026.
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Socially Responsible Investment Portfolio
The Socially Responsible Investment Portfolio (SRI) is the first and largest student-managed investment fund at the University of Pittsburgh looking to outperform the S&P 500. With currently over $1,000,000 in assets under management, SRI provides opportunities for students to gain active investing and valuation experience. It was created by students and faculty at the University of Pittsburgh in association with the David Berg Center for Ethics and Leadership and the Certificate in Leadership and Ethics Program. The organization's goal is to give members the opportunity to apply social responsibility along with the sound knowledge of finance in order to prepare students for careers in investment banking, investment management, consulting, sales & trading, and other competitive careers in the business industry. Fall 2024 Interest Form: https://docs.google.com/forms/d/1qV87z8bfVJt3St7U0GnB1BL4LGbDnOx1fdr_vNKlUUk/