Equity Research• Researched investment opportunities in the industrial and financial sectors, handling a list of approximately 30 stocks, reporting material activity and developments to the Investment Committee weekly.• Oversaw the proprietary quantitative stock selection model, handling a stock universe of approximately 1200 stocks; produced useable reports for sector analysts monthly.• Assisted company CEO Chairman in implementing ESG ratings into our stock selection process, leveraging tools provided by Thomson Reuters EIKON.Trading• Led company transition from legacy trading operation to Evestnet’s Tamarac Trading platform.o Constructed security level models and asset allocation models to improve trading functionality.o Taught portfolio managers how to place trades in numerous ways, applying their trading ideas to new processes.• Executed trades – equities, ETFs, mutual funds, options, and fixed income – for portfolio managers’ clients, reconciling daily.Operations• Produced monthly and quarterly reports for compliance, collaborating with Director of Operations to complete necessary tasks in a timely manner.• Collaborated with colleagues to produce special summary statements and commentary.

Facilitated daily operational activities such as monitoring the cash register, preparing food and coffee, expediting vendor check-ins, and performing store maintenance duties.Developed multitasking, prioritization, and soft skills through daily interaction with customers.