Analyst of the student-managed mutual fund of $700k covering the cluster of Consumer Discretionary, Consumer Staples, Financials, Real Estate Sectors.• Pitch stock with "buy", "hold" and "sell" recommendations for Managing director and President of the fund with comprehensive equity valuation for the fund's portfolio, using various valuation models • Prepare deep industry surveys and trends in the specific stock we are appointed to cover each week.• Conduct equity research on Bloomberg using economic trends, industry drivers and company catalysts

• Listened to clients’ complaints about customer service and resolved their issues• Summarized roadshows of Private Funds and reported to colleagues• Presented renewed relationship updates to senior manager

• Influenced potential clients and answered their technical questions• Contributed in making a film which illustrates the principle of stock options to investors• Reviewed the completed service with telephone follow-ups to maintain customer satisfaction