- Uses firm’s portfolio performance software to generate comparisons of firm strategies against other investment management competitors.- Includes calculating portfolio statistics, performance figures, attribution analysis, as well as other evaluation metrics to facilitate comparison among investment portfolios.- Communicates the firm's investment philosophy & process to prospective clients, as well as monitors and communicates changes in the firm's 3 SMA strategies to existing high net worth clients and intermediary advisors. - Responsible for maintaining an in depth knowledge of current portfolio holdings and changes including justifications underlying ne positions and sales, historical and upcoming earnings announcements, corporate events, economic trends, etc. - Produces firm’s factsheets, pitchbooks, and other qualitative marketing material to be shared with advisors and their respective clients.- Generates reports to display portfolio performance history, incorporates least squares regression and other statistical concepts, conducts returns based/holdings based style analysis, calculates market capture ratios against respective benchmarks and other performance & valuation metrics to facilitate comparison among large cap growth managers.- Responsible for possessing an understanding of the portfolio managers’ thought process in making buy and sell decisions on individual securities, changes in asset allocation, rebalancing, and strategic & tactical asset allocation. - Oversees and completes portfolio due diligence RFP’s and questionnaires, requiring detailed expertise of the firm’s quantitative and qualitative investment process and philosophy.

This 300 level Sykes College of Business course focuses on financial analysis and decision-making for corporations including the legal and ethical obligations of financial managers. Students use accounting information to assess a firm's performance. Time value of money and incremental discounted cash flow techniques are used to value stocks, bonds, and potential corporate investments. Students calculate the weighted average cost of capital and learn to apply short-term financial management tools. The risk-return tradeoff is introduced using a statistical framework and the Capital Asset Pricing Model (CAPM).The goals of financial management include applying these concepts to make informed financial decisions. This involves recognizing ethical issues in agency relationships, understanding the functioning of bond and stock markets, and using financial statements to analyze firm performance. Students learn how to evaluate cash flows using time value of money, estimate stock and bond values, and assess required rates of return. Capital budgeting techniques help in evaluating investment projects, while students also calculate the weighted average cost of capital (WACC) and explore risk-return dynamics in financial markets. Practical decision-making for managing current assets and liabilities is emphasized, supported by financial calculators and Excel for analysis.

- Report directly to the firm’s Chief Investment Officer assisting in the due diligence and research of investment products for potential inclusion in retirement plans and individual wealth management accounts with total assets over $3 billion- Communicates, schedule, and participate daily with internal/external institutional wholesalers & portfolio managers to gather information for existing and prospective funds- Tasks include: prepare request for proposals to solicit interest in new investment products, collect and review marketing material from internal wholesalers, and analyze fund manager/external wholesaler responses to submitted requests for proposals- Conducts preliminary quantitative and qualitative analysis of investment products to narrow a fund universe into top performing funds used in the firm’s model portfolios (equity & fixed income) - Responsible for assessing existing and prospective investment firms, the fund, the manager, the investment team, its philosophy, and process by maintaining relationships with fund wholesalers

- Works directly under the firm’s Chartered Financial Analyst (CFA)- Participates in the multi-step active fund security selection process when selecting investment managers for the firm’s models- Involves both a quantitative and qualitative assessment of the investment firm, the fund, the manager, the investment team, and its philosophy and processes- Conducts quantitative and qualitative analysis of mutual funds and ETFs to be used in the firm’s model portfolios- Communicates with fund managers to learn about specific investment strategies used in the product and implements ongoing due diligence if the fund is chosen

- Served as a teacher’s assistant for a required first-year experience class- Certified mentor by the College of Reading and Learning: International Mentor Training Program - Mentored incoming students both academically and socially in the high school to college transition- Organized in-class lessons and plans future curriculum for a 1 credit course meeting once a week

- Analyzed fund lineups for defined contribution/benefit plans (401(k), 457, 403 (b), profit sharing, etc.) for 200+ clients- Assisted in the attraction of prospects by transferring data from filed Form 5500’s into fiduciary platforms to compose plan reviews - Reviewed retirement plan fund lineups for any investments having continued poor scorecard performance on a fiduciary software- Replaced poor performing funds with suggested options (short term/long term bonds, government funds, international/small/mid/large-cap)

- Managed $70,000 annual budget for 70+ members - Organized social, formal, and community service events- Scheduled events for 65+ members - Planed and budgets philanthropic events such as Relay for Life and Big Brothers Big Sisters- Assisted the President in planning, forecasting, and maintaining the chapters budget- Conducted interviews for potential new members- Served on the board of recruitment for potential new members for the University's chapter