Assistant Financial

Ian Morgan

**. V St. NW. Washington, DC ***** 443-***-**** adlga1@r.postjobfree.com Education

Tufts University – Bachelor of Science, Quantitative Economics. Cum Laude. Medford, MA Minors: Finance, Middle Eastern & Northern African History GPA: 3.53/4.00 May 2019 Relevant Projects

Effects of Wealth and Population on Olympic Success Examined through Statistical Modeling; IPOs vs. Direct Listings; Islamic Finance and the Blockchain Ecosystem in the Middle East and North Africa; Effects of Brexit on the UK and the EU Experience

American Investment Council Washington, D.C.

Research Assistant March 2020 – Present

- Worked to balance private equity and private credit’s interests at the federal and state level with regulators and lawmakers through active engagement and education

- Synthesized quarterly (12) and annual (3) reports for use by internal and external stakeholders to follow industry trends, investment performance, and broader efforts

- Managed workflows between senior and junior members of the research department to streamline efforts

- Provided detailed quantitative research used in wide scope of industries, ranging from leveraged lending to pandemic response, to best determine strategic choices for government affairs and membership departments Kabbage Inc. Atlanta, GA

Summer Policy Analyst June 2018 – August 2018

- Kabbage is an online financial technology company that provides small to medium business owners fast access to loans through an online lending platform; Acquired by American Express in August 2020

- Analyzed and researched trends among Kabbage users, especially underserved groups and the effects of financial literacy on adverse selection using large proprietary data sets

- Dissected global financial technology markets and regulation in order prioritize and strategize policy objectives

- Maintained data base of regulatory changes on the state, federal, and international level in order to provide foresight on Kabbage product

- Developed and implemented new product protection policies with Chief Legal Officer and General Council

- Studied effects of General Data Protection Regulation (GDPR) and similar legislation on Kabbage and stakeholders Tufts Financial Group Medford, MA

Analyst January 2016 – December 2017

- Student run club aimed at teaching students basic and intermediate knowledge for success in financial industries

- Acquired basic modeling techniques through club workshops and Wall Street Prep courses including three statement DCF and LBO modeling

Nantucket Yacht Club Nantucket, MA

Senior Sailing Instructor Summer 2016, 2017

- Managed national-level race program of 12-16 sailors and coordinated logistics for off-island operations Leadership and Community Service

Tufts University Sailing Team Medford, MA

Varsity – Co-Captain (Fall 2018 – Spring 2019) September 2015 – May 2019

- One of four captains tasked with helping head coach in managing and organizing competitions and practices for team of 73

- Compete every weekend from early September through mid-November and late February thru early June

- Team training required 40-hour commitment per week, between training and competition

- Represent team in Tufts’ Student Athlete Advisory Committee (SAAC)

- Awards: NESCAC All-Academic (2017, 2018, 2019); NEISA Second Team Crew (2017); ICSA Honorable Mention All-American Crew (2017); ICSA All-Academic (2018, 2019); NEISA Senior Award (2019) Boston Area Rape Crisis Center Volunteer Boston, MA Toys for Tots Annapolis, MD

Annapolis Lighthouse Shelter Annapolis, MD

Skills & Interests

Language: Proficient in Spanish (conversational level) Technical: Proficient in STATA, MS Office, PowerPoint, & Excel, and Python Databases: Pitchbook, Refinitiv, and S&P Suite

Interests: Skiing (Backcountry and Alpine), Windsurfing, Rowing, and Sailing

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