-lead paydown forecast for monthly reinvestment of securities for the portfolio-produce/update monthly and quarterly reports related to the activities of the investment portfolio for earnings, ALCO, and other internal business partners-update securities portfolio guidance for semiannual capital stress tests-optimize routine procedures by making spreadsheets and other documents more flexible and efficient-monitor and assess financial markets to determine relative value… Show more -lead paydown forecast for monthly reinvestment of securities for the portfolio-produce/update monthly and quarterly reports related to the activities of the investment portfolio for earnings, ALCO, and other internal business partners-update securities portfolio guidance for semiannual capital stress tests-optimize routine procedures by making spreadsheets and other documents more flexible and efficient-monitor and assess financial markets to determine relative value opportunities for investment Show less

- Plan and organize weekly meetings for the collective student investment organization - Update fund members on weekly performance of Assets Under Management using created benchmarks and performance attribution analysis- Strategically allocate funds to meet and exceed investment return goals of 6-8%- Allocate assets to remain within compliance of the Investor Policy statement- Communicate weekly with student sector managers to assist in the direction of their respective… Show more - Plan and organize weekly meetings for the collective student investment organization - Update fund members on weekly performance of Assets Under Management using created benchmarks and performance attribution analysis- Strategically allocate funds to meet and exceed investment return goals of 6-8%- Allocate assets to remain within compliance of the Investor Policy statement- Communicate weekly with student sector managers to assist in the direction of their respective sectors- Assist Green and Gold Fund members in constructing financial valuation models- Execute trades for the portfolio with assistance of faculty advisor and UAB Finance department chair Show less

- Extensively research the Industrials/Materials sector and other related industries- Craft a sector presentation each semester with analysts giving detailed analysis of the current Industrials/Materials securities within the portfolio- Frequently make use of Bloomberg to conduct research and gather information- Endorse a buy, sell, or hold recommendation on a security within the sector for each sector presentation

- Understand the purpose and process of investing within commercial bank balance sheets.- Learn about the risk and cash flow profile of securities traded in the debt market.- Create report to find relative value between different Mortgage Backed Securities using regression analysis.- Ran daily reporting on risk indicators for Treasury Group.- Contributed to monthly discussions on the interest rate environment at the time.

- Approve over 100 employers through Handshake each week, allowing UAB students more potential job opportunities.- Manage zoom room daily to remotely connect with students amidst COVID-19- Conduct resume reviews, practice interview skills and job search strategies with UAB students over Zoom- Lead 1-2 monthly workshop presentations engaging with students in a group setting