Garrett Fritch
Kansas City
Summary
Financial professional with extensive experience in investment analysis, financial modeling, and portfolio management. Proficient in Excel modeling and private equity audits, delivering strategic insights that improve client outcomes. Demonstrated ability to thrive in fast-paced environments while maintaining a commitment to high-quality results.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Research Analyst
Bowersock Capital Partners
Lawrence
10.2023 - 04.2025
- Prepared meeting materials and analyzed Morningstar reports for high net worth clients.
- Collaborated with team to present comprehensive portfolio insights aligned with client goals.
- Assisted community foundations nationwide in facilitating client charitable contributions.
- Developed capital markets assumptions process to enhance investment strategies.
- Established high-quality equity investment portfolio, replacing underperforming alternatives.
- Modeled complex investment strategies using Excel, including loans and interest rate swaps.
- Conducted audits of private equity funds, selecting optimal funds based on client preferences.
Financial Analyst
Cerner/Oracle
Kansas City
03.2021 - 10.2023
- Managed financial analysis for on-site to cloud computing transition for Cerner clients using Excel models and PivotTables.
- Analyzed statements of receivables to assess charge history and identify potential contract increases during renewals.
- Evaluated impacts of CPI increases and client agreements to minimize costs while maximizing benefits for Cerner/Oracle.
Teacher’s Assistant
UMKC
Kansas City
09.2022 - 12.2022
- Graded assignments, quizzes, and projects submitted by MBA students.
- Facilitated discussion rooms to enhance understanding of course material.
- Conducted one-on-one meetings with students to clarify core concepts and assist with assignments.
Institutional Custody Admin
UMB
Kansas City
03.2018 - 03.2021
- Identified and ensured trade settlement of securities within a broad set of investment portfolios.
- Ensure private equity investments across a variety of clients are correctly booked correctly. Including due diligence, paperwork, and tracking trades in the portfolio.
- Facilitate client trades across international markets through the execution of currency rate exchanges, foreign custody agreements, and international brokers.
- Participated in a global custody migration for UMB’s international clients, and led the team in generating and providing data to clients for new foreign trade settlement.
- Coordinate with securities valuation teams, corporate actions teams, treasury trade teams, and cash wire team to have client assets in their custody accounts.
Fund Accountant/Custody Service Owner
State Street
Kansas City
03.2015 - 03.2018
Education
M.S. - Finances
University of Missouri-Kansas City
Kansas City, MO12-2022
B.A. - Economics, Communication
Truman State University
Kirksville, MO12-2014
Skills
- Excel modeling
- Investment analysis
- Private equity audits
- Portfolio management
- Capital markets assessment
- Financial forecasting
Certification
CFA Level 1, 05/2023
Timeline
Research Analyst
Bowersock Capital Partners
10.2023 - 04.2025
Teacher’s Assistant
UMKC
09.2022 - 12.2022
Financial Analyst
Cerner/Oracle
03.2021 - 10.2023
Institutional Custody Admin
UMB
03.2018 - 03.2021
Fund Accountant/Custody Service Owner
State Street
03.2015 - 03.2018
M.S. - Finances
University of Missouri-Kansas City
B.A. - Economics, Communication
Truman State University