Intern
Created client presentations on company analysis, became familiar with FactSet, and produced weekly market updates and newsletters to keep clients informed. Demonstrated strong Excel skills and financial analysis.-Conducted market research: Analyzed financial data and trends using FactSet to support the team’s client reports, providing insights that informed portfolio discussions.-Developed presentation materials: Assisted in creating client presentations by gathering relevant data, formatting visuals, and ensuring accuracy, contributing to clear and informative client communications.-Contributed to weekly market updates: Helped draft segments of the firm’s weekly newsletter, summarizing key market developments and economic news, keeping clients informed on timely topics.-Enhanced data analysis skills: Utilized Excel for data organization, basic modeling, and report preparation, gaining practical experience in financial analysis tools and techniques.
