Assistant Portfolio Manager @ Opus Investment Management, Inc. (November 2021 - May 2022)
Senior Portfolio Administrator @ Opus Investment Management, Inc. (July 2021 - November 2021)
Portfolio Administrator @ Opus Investment Management, Inc. (August 2019 - July 2021)
Healthcare Sector Analyst @ (May 2018 - May 2019)
Undergraduate Research Fellow @ (May 2018 - February 2019)
Trade Finance Intern @ (August 2017 - December 2017)
Bartholomew O'Brien Education
Merrimack College
Bachelor of Business Administration - BBA (Corporate Finance & Investments; International Business)
2015-2019
Canton High School 2012-2015
Bartholomew O'Brien Skills
Analytics
Finance
Business Intelligence
Quantitative Research
Project Management
Trade Finance
Research
Credit Analysis
Portfolio Management
Cash Management
Microsoft Excel
Bloomberg
Leadership
Public Speaking
Teamwork
Customer Service
Mandarin
Portia
Equities
Mutual Funds
Apx
Fixed Income
Equity Research
Hedge Funds
Wealth Management
SAS
Power BI
Information Systems
Chartered Financial Analyst
Bartholomew O'Brien Summary
Bartholomew O'Brien, based in Worcester, MA, US, is currently a Associate, Transactions at HarbourVest Partners. Bartholomew O'Brien brings experience from previous roles at US Navy and Opus Investment Management, Inc.. Bartholomew O'Brien holds a 2015 - 2019 Bachelor of Business Administration - BBA in Corporate Finance & Investments; International Business @ Merrimack College. With a robust skill set that includes Analytics, Finance, Business Intelligence, Quantitative Research, Project Management and more. Bartholomew O'Brien has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Bartholomew O'Brien?
Find contact details for 700 million professionals.