• Assist the Line Support Director of OTC Derivative Cash Settlements in producing reports for management• Coordinate firm-wide Account Reference Data cleanup initiative for the Cash Settlements group• Independently figured out a way to use MS Access to delete millions of rows of duplicate records in data used for Time Driven Activity Based Costing, saving around five hours a month on a task performed by an Executive Director

- Assist Jeffrey Parker as he prepares to launch an investment fund targeting companies developing innovative technologies with the potential to shorten construction times and lower costs for large infrastructure projects-Research companies developing innovative technologies for building bridges and tunnels; source small off- the-radar companies, and seek opportunities to license technologies from larger multi-national companies-Search online publications for industry events and conferences that Mr. Parker can attend

1. Daily updates of assets under management performance for all the firm's ETFs2. Updating Fund literature a. Fact sheets b. Educational pieces3. Morningstar Direct Management a. Attribution analysis b. Comparable fund analysis c. Investment Consultant team requests d. Active ETF report (monthly and abbreviated weekly version) e. Monthly ETF performance report (all active ETFs) f. Monthly fund flow analysis4. Trading analysis a. Monitoring of daily portfolio holdings changes b. Dissemination of changes to the Investment Consulting team c. Dissemination of changes to PR5. Model Portfolios a. Analysis of models b. Input models into Morningstar Direct c. Creation of new models6. Weekly content production a. Idea generation for the Alpha Call (Conference call with fund managers) b. Weekly email- Market/Economic update7. Use Excel add-in PowerPivot to organize DTC data for shares of each fund held at custodians8. Export Salesforce.com data to Excel for calculating sales team activity and bonus compensation9. Various PR tasks

-Assisted in compiling and organizing monthly income and expense statements for each building.-Organized folders containing documents relevant to each tenant-Wrote letters to notify tenants of unpaid bills, rent increases and to request missing documents.

-Assisted CFO with preparing the annual report, filing tax forms and gathering financial data for the audit-Managed payment of vendors and organized 2005-2011 accounts payable using the program AccountFolio. This converted multiple boxes of paper bills into a digital format that could be easily searched-Independently programmed Excel macros, automating basic data entry; succeeded in reducing time spent on two daily reports from one hour to five minutes

- Assisted a programmer in mapping the USDA’s real property with ESRI software- Compiled a SharePoint website to assist employees in information and document sharing- Edited documents relating to the implementation of the federal government’s HSPD-12 smart card program

-Evaluated over 100 mutual funds and exchange traded funds using industry-standard programs like Morningstar Advisor Workstation and Thompson InvestmentView-Compared funds marketed by various firms to a Financial Advisor’s preferred list and updated evaluations and marketing material accordingly -Helped a Financial Advisor create custom benchmarks for several levels of risk tolerance- Browsed industry publications for prospective clients

-Worked for the International Trade Administration Bureau-Performed data modeling with Microsoft Excel and researched the effects of revaluing China’s Yuan