Producing and presenting financial models of prospective stocks for the company’s portfolio.Performing extensive industry, company, and financial statement analysis.Participating in research meetings with team research analysts to discuss detail and practicality.Researching the telecommunication industry and formulating investment implications for the release of the 5G Network.Discussing and analyzing key areas of a company’s performance that contributed to the fabrication of… Show more Producing and presenting financial models of prospective stocks for the company’s portfolio.Performing extensive industry, company, and financial statement analysis.Participating in research meetings with team research analysts to discuss detail and practicality.Researching the telecommunication industry and formulating investment implications for the release of the 5G Network.Discussing and analyzing key areas of a company’s performance that contributed to the fabrication of the company’s portfolio. Show less

Working with operations to implement a new inventory system.Analyzing freight expenditure and suggesting methods to be more cost effective with transportation expenses.Leading the Green Initiative project for the operations team.Drafting and submitting procedure writing of value-added operations.

Analyzing client portfolios and generated asset allocation reports for the team’s use.Performing market and industry research and reports, client portfolio updates, and litigation.Preparing and delivering client materials used for quarterly meetings with the clients.