- Leveraged client financial documents to update company's statements each quarter and prepared documents to facilitate client conversations - Created detail-oriented analysis to value companies and generated documents to help with due diligence involved in the sale of equipment and party rental companies

- Performed financial valuation analysis through discounted cash flow analysis, trading comparables, precedent transactions, and leveraged buyout methodologies - Created pitch books and confidential information memorandums using Microsoft Excel, PowerPoint, and Word

- Drafted investment pitches and presented to investment professionals for inclusion in Alley Company’s portfolios - Conducted various valuation techniques including DCF analysis, performed industry research, and utilized technical analysis for stock recommendations

- Investigated financial market moving events and macroeconomic trends to analyze the economic, technological and operational impact upon the CME platform and propose adjustments to improve the customer experience - Various daily tasks included: new customer-facing limit calculation documents, problem-solving for customer banding rejects, new hardware setups, and training guides for new hires dealing with market data, matching, and FIXML - Learned from lead analysts in the GCC on techniques to mitigate disruptions and preserve market integrity on customer trades across CME product complexes

- Performed day-to-day supporting office work for a Thrivent Financial professional - Contacted new and existing clients to schedule meetings as well as planned and created events to attract new clients to the representative’s portfolio