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Jim Phan

Entry-level finance and data analyst specializing in investments and business analytics

CommonpointUniversity of South FloridaTampa, FL2 Years ExperienceEntry Level

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Experience

Incoming Data & Insights Fellow | Impact, Research, and Evaluation TeamCommonpoint · Sep 2026 – Nov 2026
Lead Teaching Assistant – Finance Talent Pathway, Muma College of BusinessUniversity of South Florida · Dec 2025 – Presentpart-time
Incoming Equity Research Student Analyst – 1/18 selected studentsUSF Student Management Investment Fund · Sep 2026 – Present
Team Lead (USF Bulls 2025 – University of South Florida)Bloomberg · Oct 2025 – Nov 2025
Revenue Cycle Management Intern – Finance Operations GroupEyeSouth Partners · May 2025 – Aug 2025internship
Investment Associate – Asset Management DivisionInvestment Club at USF · Dec 2024 – May 2025
Econometrics Research (ECO 4421): Assess the impact of school quality on the residential property valuesUniversity of South Florida · Jan 2026 – Apr 2026
Workday System Analyst Intern – Technology Solutions GroupBain & Company · Jul 2024 – Dec 2024internship
Consumer/Retail Equity Research Analyst – Global Investment ResearchInvestment Club at USF · May 20024 – Dec 2024
Vice President & Project ManagerHEXA Consulting Club at USF · Oct 2023 – May 2025

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Education

University of South Floridabachelor, Finance (2027)

Awards

  • Dean’s List - University of South Florida
  • Green & Gold Scholars - University of South Florida
  • Dennis Stearns Scholarship
  • Robert H. Burton Endowed Scholarship
  • Finance Lynsn Pippenger Endowed Scholarship
  • James Close Scholarship
  • Bloomberg Trading Challenge 2025 Top 3% ranking

Skills

Data AnalyticsFinancial ModelingTypeScriptSQLBusiness IntelligenceDashboard DevelopmentMentoringRegression AnalysisTableauRStatistical AnalysisMicrosoft ExcelJiraPythonPower BI

Languages

English

Certifications

Microsoft Office Specialist AssociateMicrosoft Office Specialist ExpertBloomberg Market ConceptsBloomberg Finance FundamentalsAkuna Option 101CAIA Fundamentals of Alternative Investments

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Connect with Jim

Jim 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

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Jim PhanEntry-level finance and data analyst specializing in investments and business analytics