• Leverage UBS proprietary software platform ACE to track and analyze the performance of Exchange Traded Funds (ETFs), mutual funds, and alternative investments, including private equity and hedge funds, improving portfolio insights and investment decision-making.• Utilize Microsoft Excel to manage client relationships and identify prospective clients, creating a structured database to track leads and client interactions, which results in a more targeted outreach effort and increases acquisition of new clients.• Respond to client inquiries regarding market activity and its impact on their portfolios, providing timely, clear explanations and personalized insights that improve client understanding, strengthen relationships, and increase overall client satisfaction

• Managed and tracked potential partners for prospective clients using Microsoft Excel, organizing and analyzing data to identify key opportunities. This process improved partnership selection and contributed to more strategic client recommendations. • Conducted comprehensive market and SWOT analyses utilizing ITA industry reports and specialized tools, providing actionable insights for clients.• Created multiple PowerPoint presentations weekly, delivering impactful client-facing slideshows focused on export improvement initiatives.• Utilized Salesforce and other CRM tools to track client progress, ensuring timely delivery on organizational objectives and client milestones.• Supported weekly client meetings by taking detailed notes, providing concise summaries, and taking the lead in scheduling follow-up sessions to maintain project momentum.