• Maintained and allocated a budget of ~$356,000 across the 13 programs within the Faculty of Arts• Chaired the Finance Committee - approved funding for 33 external projects worth ~$120,000 during my 6 month tenure – successfully boosting student opportunity and engagement on campus• Ensured that funds for approved projects were used for their intended purpose

• Keeping the group up to date in weekly discussions about the current market landscape of the companies, commodities, and relevant news flow within the sector (WTI oil, rig counts, etc), along with the maintenance of our coverage universe• Providing implications of the current market landscape – issuing a stance as well as reasoning/proof for it• Responsible for final security selection as well as creating stock pitches and equity research reports to present to the team• Leading the process of preparing/presenting stock pitches & reports to the team – helping ambitious analysts learn this process• Allocating workload to analysts in order to meet deadlines and maintain our coverage universe

• Worked directly with the Chief Compliance Officer to ensure that the firm remained compliant with current legislation • Responsible for clearing trades - ensuring that no restricted/insider trades were approved - by auditing account statements and trade confirmations to ensure that the mandates set by the firm were followed • Created numerous compliance related reports, including proxy voting, short-term trading, and suspicious activity reports

For two consecutive summers, was responsible for working closely along side a head Research Analyst. Providing them with crucial assistance in developing financial forecasts along with producing recommendations on stocks. - Responsible for the creation of numerous research reports, including initiating coverage equity research reports, earnings notes and industry specific research reports- Responsible for the creation of numerous comparable table valuations, which assisted the consideration of the head analyst when valuating companies, and was a mandatory component to initiating coverage reports - Assisted in the creation of DCF models which were critical to the head analyst when making their valuation - Utilized proficiency on the Bloomberg Terminal and equity research skills to provide the head analyst with research support

Please refer to the above description for details.