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Charles Haviland

@charleshaviland

Aspiring finance professional specializing in trading and portfolio management.

United States
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What I'm looking for

I seek roles in trading, investment analysis, or portfolio management where I can apply quantitative research, market analysis, and hands-on trading experience while growing within a collaborative, fast-paced financial team.

I am an aspiring finance professional with hands-on experience in personal trading, resale arbitrage, and cryptocurrency investing, complemented by formal finance studies at Rutgers Business School.

As a self-employed portfolio manager I executed over $20,000 in profitable transactions by applying arbitrage and price-optimization strategies, and I manage crypto positions using technical analysis and market research.

My internship at MediaMath involved financial research across more than ten firms and creation of an RFP library that improved information retrieval for 500+ employees, demonstrating my ability to support strategic decision-making and operational efficiency.

I actively pursue market exposure through job shadows at Meridian Equity Partners and RBC, and I lead recruitment efforts in my fraternity—skills that reflect strong communication, time management, and attention to detail.

Experience

Work history, roles, and key accomplishments

SE
Current

Portfolio Manager

Self-Employed

May 2025 - Present (5 months)

Executed over $20,000 in profitable transactions through personal trading and reselling of consumer goods, and managed cryptocurrency investments using technical analysis and market research.

Education

Degrees, certifications, and relevant coursework

Rutgers University - Rutgers Business School logoRS

Rutgers University - Rutgers Business School

Bachelor of Science, Finance

Grade: 3.44/4.0

Activities and societies: Zeta Psi Fraternity — Head of Recruitment; involvement in personal investing and finance-related activities.

Pursuing a Bachelor of Science in Finance with a cumulative GPA of 3.44/4.0 and named to the Dean's List in 2025.

Indiana University - Kelley School of Business logoIB

Indiana University - Kelley School of Business

Bachelor of Science, Finance

2023 - 2024

Grade: 3.7/4.0

Activities and societies: Job shadowed at Meridian Equity Partners and Royal Bank of Canada; engaged in finance and trading observations.

Completed coursework toward a Bachelor of Science in Finance with a cumulative GPA of 3.7/4.0 and Dean's List recognition in 2023.

Tech stack

Software and tools used professionally

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Charles Haviland - Portfolio Manager - Self-Employed | Himalayas