Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Elijah Battle

Manhattan Beach,CA

Summary

Analytical and detail-oriented professional with a strong foundation in organizational operations, project management, and client service. Currently serving as an Operations Assistant, driving a 30% increase in team efficiency through streamlined administrative and client outreach processes. Demonstrated proficiency in portfolio management, investment analysis, and wealth preservation strategies. Skilled in conducting industry research, analyzing complex financial data, and delivering strategic recommendations to optimize investment opportunities. Practical exposure to financial modeling and valuation through JPMorgan Chase and Bank of America's virtual experience programs. Personable and organized individual with knack for streamlining operations and optimizing efficiency. Understanding of basic office software and project coordination, paired with excellent multitasking and time-management skills. Dedicated to contributing to team's success and improving operational workflows.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Operations Assistant

Northwestern Mutual
02.2024 - Current
  • Streamlined administrative operations, increasing team efficiency by 30% within the first 3 months.
  • Managed daily client outreach and scheduling, coordinating over 20 calls and meetings per day with accurate tracking.
  • Maintained and organized CRM and internal databases, ensuring accurate, up-to-date client records and documentation.
  • Prepared and supported client meetings with tailored retirement scenarios, case illustrations, and follow-up communication.
  • Assisted in account servicing tasks including application processing, billing, policy updates, and scheduling medical exams.

Intern

Evolution Securities Financial Group
01.2024 - 04.2024
  • Led comprehensive research initiatives to explore integration of Artificial Intelligence (AI) technologies within workplace environments. Identified pivotal trends and potential impacts on operational efficiency, paving the way for strategic adoption. Conducted thorough corporate research with a focus on Small and Medium Enterprises (SMEs). Evaluated market positions and growth opportunities to provide informed recommendations for business expansion and sustainability. Investigated Environmental, Social, and Governance (ESG) considerations.

Selected Accomplishments:

  • Directed projects aimed at analyzing financial trends through extensive databases utilization.
  • Delivered actionable insights crucial for informed strategic planning, enabling proactive decision-making.
  • Played a key role in developing sustainable business practices and strategies, aligning corporate initiatives with responsible environmental and social stewardship.

Social Media Manager (Part Time)

Genesis Media
10.2022 - 12.2023
  • Foster a vibrant online community by delivering compelling content and nurturing interactive engagement. Leverage negotiation skills and market insights to forge mutually beneficial partnerships, enhancing brand visibility and market reach. Implement innovative engagement tactics and content strategies to cultivate a rapidly growing and loyal follower base.

Selected Accomplishments:

  • Secured two notable sponsorships with Toyota and Sparkling Ice brands.
  • Amplified subscriber base by 1.1 million through dynamic social media strategies.
  • Elevated page performance through strategic content enhancements, keyword optimization, and brand refinement.
  • Achieved Search Engine Optimization (SEO) objectives by aligning content with audience interests and search engine algorithms.

Education

Bachelor of Science - Business, Minor in Japanese

University of Oregon
Eugene, OR
12.2023

Skills

  • Data Analysis & Oversight

  • Financial Modeling

  • Market Trend Analysis

  • Regulatory Compliance

  • Project Management

  • SEO Optimization

  • Community Engagement

  • Cross-functional Collaboration

  • Client Relationship Management (CRM)

  • Operational Efficiency & Process Improvement

  • Calendar & Meeting Coordination

  • Administrative Support & Data Management

Certification

FINRA Licenses:

  • FINRA Series 7 License - Test Date on 3/30/2025
  • Life and Health Insurance License (L&H) - Passed
  • FINRA Series 63 License (Uniform Agent State Law Exam) – Passed
  • Securities Industry Essentials (SIE) Exam– Passed
  • Studying for the FINRA Series 65 License – Passed


JPMorgan Chase Investment Banking Job Simulation on Forage – May 2024

  • Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
  • Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.
  • Created a 2-pager for the client containing a company profile and summary of the auction process.


Bank of America Investment Banking Virtual Experience program on Forage – May 2024

  • Identified ideal acquisition target for a client based on a SWOT analysis and assessment of their strategic criteria.
  • Constructed a DCF model to calculate the implied equity and share value of the acquisition target.
  • Completed a sensitivity analysis to illustrate how the target’s valuation would change as variable change.
  • Created a company profile summarizing all key information about the target.

Languages

Japanese: Proficiency Level – JLPT N3
English: Native Proficiency

Timeline

Operations Assistant

Northwestern Mutual
02.2024 - Current

Intern

Evolution Securities Financial Group
01.2024 - 04.2024

Social Media Manager (Part Time)

Genesis Media
10.2022 - 12.2023

Bachelor of Science - Business, Minor in Japanese

University of Oregon

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Elijah Battle