Commercial Banking Summer Analyst Program

- Utilized Excel to build financial models to analyze executed syndicated loan trades on Octaura’s proprietary platform for benchmark presentations used for company projections- Collaborated with CFO and finance director to conduct competitive set research by producing trend lines and forecasts using financial documents and transcripts to be used in monthly board decks- Compiled all monthly executed trade data to construct monthly invoices to be sent out and fulfilled by financial… Show more - Utilized Excel to build financial models to analyze executed syndicated loan trades on Octaura’s proprietary platform for benchmark presentations used for company projections- Collaborated with CFO and finance director to conduct competitive set research by producing trend lines and forecasts using financial documents and transcripts to be used in monthly board decks- Compiled all monthly executed trade data to construct monthly invoices to be sent out and fulfilled by financial services companies such as J.P. Morgan, Citibank, Morgan Stanley, and Goldman Sachs Show less

- Generated a strategic marketing plan in collaboration with suppliers and stakeholders resulting in a highly successful cognac brand product launch in New Jersey- Built pricing structures and analyzed expenses for over 300 wine and liquor brands to assess how profits could be increased- Managed marketing folder to ensure all sell sheets and display enhancer information was up to date to comply with any auditory requirements the company faced

- Organized and prepped orders consisting of all-in-one touch computers and monitors to ship- Put together several hundred hard drive orders a day to prepare them for daily shipments and purchases- Assisted others in fixing monitors as well as programmed different units for specific orders. Completed multiple orders per day, often consistingof several hundred units.