Carson Burtron

Background

About Carson Burtron

As a Master of Finance candidate at Indiana University's Kelley School of Business, I am set to graduate in May 2025. With a robust academic foundation and extensive practical experience, I am passionate about pursuing a career within investment research and financial analysis. My academic journey has been marked by rigorous coursework and participation in distinguished programs. During my undergraduate studies, I was a selected participant in the prestigious Investment Management Workshop, where I honed my skills in financial analysis, sales and trading, equity research, and private wealth management. This program not only provided me with advanced technical skills but also connected me with a network of successful alumni in the finance industry. My professional experiences have further solidified my passion for finance and investment research. At Voya Investment Management, I worked as a Credit Research Intern, focusing on REITs and Yankee Financials. Here, I conducted detailed credit research and analysis, evaluated financial statements, and developed expertise in assessing liquidity and leverage metrics. Collaborating closely with senior analysts and portfolio managers, I enhanced credit reports by integrating the latest financial data and market insights from the Bloomberg Terminal. Prior to this, I was a Summer Analyst at Blackstone, where I engaged with market research professionals and supported relationship managers in educating clients on private market allocations. My role involved mapping out key relationships, organizing client coverage, and creating strategic snapshots for the Global Strategic Partnership team. At Oxford Financial Group, I gained a holistic understanding of private wealth management through a rotational program. I automated internal processes using Microsoft Excel and Salesforce and analyzed funds of funds based on client risk appetites and investment criteria. I am eager to leverage my analytical skills, industry knowledge, and passion for finance to contribute to a dynamic investment research team post-graduation in May 2025.