• Performed detailed holdings reviews, assessing the best strategy for each holding in a portfolio.• Conducted portfolio reviews for advisors across the country.• Completed a new email server for the sales desk that will ease the process of sending product offerings and actionable ideas to their advisors.• Assisted with the strategy, training, and rollout of a new website that allows advisors to view their Fixed Income book of business as well as generate reports and display events that have/will occur in a specified time period.• Interfaced with other product areas to gain a broader understanding of the product offerings and capabilities of capital markets.• Created and distributed meeting summaries every Tuesday to highlight important minutes and inform those who couldn’t attend.

• Managed pipeline of potential investment opportunities.• Generated dealflow agendas for bimonthly meetings.• Logged all deals received.• Prepared and analyzed market research for investment opportunities.• Examined financial performance and helped build financial models.• Assisted in diligence process of current businesses being evaluated for the portfolio. • Observed and participated in individual appointments and group meetings. • Gained exposure to various assessments and resources.• Developed effective peer counseling skills.

• Worked on a master ETF excel file to understand the current market for future investments. • Received advanced Excel training pertaining to its business applications. • Researched and communicated daily currents events that pertain to current investments and necessary information. • Responsible for identifying, assessing, and documenting business requirements and functional specifications, recommending business priorities, and advising business on options, risks, and costs versus benefits of various investment solutions.

• Interned under the head portfolio manager researching current events and their effects on the hedge funds. • Completed due diligence on new companies to add to the current hedge funds. • Worked on the companies CRM to manage relations with current and future clients.