Julia JensenApplied Security Analysis
Julia Jensen will graduate from the Applied Security Analysis Program with her MS in Finance in May of 2020. Over the summer of 2019, Julia passed the Level I CFA exam and plans to sit for Level II in June of 2020. 

During the summer of 2019, Julia worked as an Equity Research Intern at Fiduciary Management, Inc. in Milwaukee, WI where she will did public equity research that was rooted in fundamental valuation and in-depth research. She worked with 7 other seasoned analysts to manage a portfolio of over $23 billion. Throughout the research process, she attended analyst days, met with company management teams, and talked to sell side analysts. 

During the summer of 2018, she worked as a fixed income analyst intern at MEMBERS Capital Advisors (MCA) in Madison, WI. At MCA she completed fundamental credit analysis on both public and private corporate bond deals. Throughout her summer, she had the chance to work on private placement deals and present to portfolio managers. 

During the summer of 2017, Julia co-owned a coffee shop in West Towne Mall here she learned valuable business skills through analyzing sales patterns, directing employees, regulating expenses, and optimizing monthly cash flows.

Julia will return to Fiduciary Management after graduation to work full-time as an Equity Research Analyst.