Kareem Powell

Financial Business Analyst | 5+ Years Experience

About Me

About Me

    Kareem Powell

    • Financial Business Analyst with expertise in finance, data science, product management, business development and process optimization, with quantitative and qualitative skillsets that deliver impactful results. I am known for my excellent interpersonal skills, and ability to collaborate in teams of all sizes. My experience spans portfolio investments, early-stage start-ups, business process outsourcing, and data analytics. I have helped companies cut costs, and increase profits through actionable research-based insights, using tools such as Python 3, SQL, VBA Macro, PowerBI, Java, and R Shiny. Known for my excellent interpersonal skills, and ability to collaborate in teams of all sizes.
    • LinkedIn Profile
    • STEM MBA Concentration in Information Technology Management
    • Master's Degree in Financial Engineering
    • Bachelor's Degree in Mathematics of Finance
My Portfolio

My Portfolio

Snapshot of projects within the fields of Data and Finance.

  • All
  • Business Optimization
  • Research
  • Financial Modelling

A Cost-Efficient Shipping Database

Heston Model Validation

Option Valuation Research

FedEx Valuation Project

Work Experience

Work Experience

Experience

Drucker Events and Administration Coordinator

2024 - Present

Claremont Graduate University, Claremont, CA

  • Enhance operational continuity of the business school by coordinating board meetings and events, implementing processes to increase board engagement, and developing data rooms to monitor board effectiveness.

Product Finance Intern

May - August 2024

WattCarbon, Los Angeles, CA

  • Developed forecasting models to identify project sourcing requirements and statistical certainty of meeting company virtual power purchase agreements needs.
  • Reported impacts of industry regulation changes on company products to executive management and recommended changes to company’s product suite.
  • Developed internal data rooms to evaluate potential corporate buyers by purchases and market trends.

Dean's Assistant and Office Coordinator

2023 - 2024

Claremont Graduate University, Claremont, CA

  • Conducted quantitative and qualitative market research to assess viability of proposed degree programs, leading to the successful launch of the Drucker School of Management STEM and Online MBA programs.
  • Administrative support for event planning, project support, and market research, utilizing SharePoint Metadata, SharePoint Forms, and Canva.

Finance Association President

2022 - 2023

Claremont Graduate University, Claremont, CA

  • Collaborated with board members to determine the association's goals and ensure compliance with governing documents.
  • Oversaw fiscal well-being, including budgeting, assessments, and adequate reserves.
  • Developed volunteers and leaders, presiding at board meetings and organizing networking events.

Data Analyst Intern

2022

The Student Life Newspaper, Claremont, CA

  • Collaborated with the data associate and news team to enhance The Student Life Newspaper's storytelling, by providing numerical insights for various news initiatives.
  • Supported the monthly release of COVID-19 case data by assisting the data team in gathering and updating information for a COVID-19 dashboard - which offered the only comprehensive overview of case counts across the 5C colleges.

Business Excellence Analyst

2022

Hinduja Global Solutions, Kingston, Jamaica

  • Promoted into the newly formed Business Excellence Department to identify efficiency opportunities and recommend process improvements. Conducted root-cause analysis and created action plans that improved the overall efficiency of the business.
  • Efficiently managed vast datasets, providing reports to key stakeholders for informed decision-making. Created dynamic and interactive dashboards using tools like Tableau or PowerBI.
  • Improved the efficiency of new business accounts from base; 50% efficiency to company benchmark, 90% efficiency in three months.

Reporting Analyst

2021 - 2022

Hinduja Global Solutions, Kingston, Jamaica

  • Reported to the company's Assistant Director, providing support for the company’s healthcare accounts, in order to complete a country-wide data consolidation project aimed at aiding cost-saving efforts. This initiative led to substantial savings of millions of US dollars for the company and played a pivotal role in the establishment of a Business Excellence Department.
  • Implemented process improvements and established best practices within new programs. Utilized reporting tools like Excel & PowerPoint to create compelling dashboards and presentations.
  • Automated the process of translating data to decks and dashboards in both PowerBI and Excel. Tracked and analyzed data to identify trends, patterns, and areas of opportunity.

Financial Analyst Intern

2018 - 2022

JMMB Group Limited, Kingston, Jamaica

  • Developed and maintained an automated pricing database to value company owned securities. Monitored the daily pricing of company portfolios using Bloomberg Terminal, Excel VBA, and Axys. Supported management in ascertaining the net asset value of company portfolios.
  • Updated portfolio and real estate reports using database visualization software. Developed and maintained Excel models using knowledge of VBA programming.

Education

Education

Education

STEM MBA, CONCENTRATION IN INFORMATION TECHNOLOGY MANAGEMENT

2024 - Present

Claremont Graduate University, Claremont, CA

  • Awards: Casey Fellow, Full Scholarship
  • Coursework: Operations Management, Supply Chain, Emerging Technologies, Organizational Behavior, Marketing, Creating the Future with Emerging Technologies, Data Warehousing, Business Intelligence, and Economics of Strategy

MASTERS OF SCIENCE: FINANCIAL ENGINEERING

2022 - 2024

Claremont Graduate University, Claremont, CA

  • Awards: Blaisdell Fellow
  • Coursework: Financial Derivatives, Quantitative Risk Management, Financial Time Series, Corporate Finance, Introduction to Risk Management, Stochastic Processes, Mathematical Finance, Predictive Analytics, and Data Visualization

BACHELORS OF SCIENCE: MATHEMATICS OF FINANCE

2016 - 2019

University of the West Indies, Kingston, Jamaica

  • Coursework: Financial Mathematics, Financial Management, Accounting, R, Python, Java, Statistics, Economics, Probability, Time Series, Calculus, Linear Algebra, and Differential Equations

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