• Conducted detailed assessments of business metrics and investment details for portfolio companies, ensuring comprehensive and up-to-date summaries• Managed and updated a public valuations tracker, maintaining a SEG type index to monitor market trends and company valuations• Utilized SourceScrub to identify and scrub relevant industry conferences and prospect lists to enhance networking and contribute to a robust pipeline of potential investments• Performed thorough cleanup of legacy leads and accounts database, optimizing data integrity and usability• Developed and maintained a precedent transactions database, serving as the single source of truth for M&A transaction comps• Reviewed and refined Salesforce reports and dashboards, focusing on various geographies and themes to ensure accurate and actionable pipeline data

• Created reports using client financial information and internal tools (3D, Aladdin) to support the team’s portfolio management• Created targeted research reports summarizing industry trends and notable events impacting share prices of public companies• Created an excel template which consolidated clients’ financials (account balances, holdings, outstanding loans, etc.) in a digestible format for Financial Advisors to use during quarterly reviews• Interfaced with private equity fund representatives to review performance data used to adjust clients’ holdings

• Spearheaded the development of a telehealth startup's online presence by designing a user-friendly model website, featuring afresh logo and a streamlined navigation for multiple service pages, significantly enhancing the company's digital footprint