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Alexander Home - Portfolio Analyst: Forecasting & Account Management in Oregon, USA

Alexander Home

Mid-level investment analyst specializing in portfolio analysis and financial modeling

National Ready Mixed Concrete Co.University of OregonOregon, USA4 Years ExperienceMid LevelWorks On-Site

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About

Sales-focused candidate with high-volume outbound experience targeting founders and operators, primarily through LinkedIn, email, and cold calling. They report operating at 200 calls per day, booking 10 meetings per week, and contributing to $5M per quarter, with a founder-sourced opportunity specifically cited as bringing in $5M of business. They emphasize tailored messaging, trust-based relationship building, and disciplined CRM pipeline management in fast-paced environments.

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Key Strengths

  • high-volume outbound prospecting
  • 200 calls per day activity level
  • 10 meetings per week production
  • $5M per quarter quota orientation
  • personalized founder outreach based on research
  • relationship building with founders and operators
  • trust-based nurturing over multi-week deal cycles
  • white-glove client service
  • early-stage discovery and qualification
  • CRM-driven pipeline tracking and follow-up
  • prioritizing deals by deadline and revenue impact
  • generated a founder opportunity tied to $5M in business

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Experience

Portfolio Analyst: Forecasting & Account ManagementNational Ready Mixed Concrete Co. · Jul 2025 – Present
Investment Associate: Business Development & FinancingDunmor Financial Services · Nov 2021 – Sep 2024
Data AnalystSports Hosts · Jun 2021 – Nov 2021

Education

University of Oregonbachelor, Economics

Languages

English

Certifications

Securities Industry Essentials (SIE)Series 65: Uniform Investment Advisor Law ExamSeries 63: Uniform Securities Agent State Law ExamGoogle Data Analytics CertificateCodefinity Intro to PythonCodefinity Intro & Intermediate SQLCodefinity Linear Regression with PythonUPenn: Finance & Quantitative Modeling for Analysts

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Connect with Alexander

Alexander already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Alexander HomeMid-level investment analyst specializing in portfolio analysis and financial modeling