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.