Portfolio Management Intern
Current• Compile and organize financial data for over 75 companies using Microsoft Excel and file-sharing systems, resulting in a streamlined process for financial analysis reducing data retrieval time by 10%.• Conduct a comprehensive review of acquired portfolio, identifying 450 unclassified documents while working with management team to remedy discrepancies and ensure compliance with regulatory standards.• Develop and update quarterly credit reviews and borrower monitoring models for a portfolio of over 40 companies to track key financial metrics while ensuring compliance with term loan conditions.