• Facilitated the fundamental, bottom-up research of equities for a $900,000 portfolio• Constructed pitches using quantitative and qualitative analysis of industries and companies- Members voted to buy both stocks pitched in most recent semester (GILD, BAX)• Conducted bi-weekly meetings to generate investment ideas and teach valuation methods• Recruited 10 new analysts through a campaign detailing the benefits of BIG

$60bn Bond Portfolio Performance & Analytics• Built and maintained an automated workbook to efficiently gather monthly portfolio data• Developed monthly and YTD performance reports for senior managementCorporate Credit Research• Leveraged financial sources (BarCap tools, Yield Book) to evaluate steepness of credit curves• Recommended longer duration bonds; assessment used in $500mm investment decision Equity Indices Research• Collected historical index data to model risk premium through discounted cash flow analysis

• Responsible for auditing the general ledger during monthly book close• Created a step-list to streamline the process and trained a new full-time hire in the process• Analyzed financial statements to prepare state tax returns and create journal entries• Compared actual tax liability with estimated liability to optimize future estimating process• Assisted in tax law research to save one million dollars in annual liabilities• Performed tests on the fire insurance premiums of 50+ entities

• Provided customer service to all guests including assistance in use of property amenities, dealt with complaints from customers, and managed guest luggage• Used problem solving skills and critical thinking to deal with issues on property

• Engineered and maintained a spreadsheet using Excel to record documents and the information they contained• Organized and scanned underwriting binders of insurance brokerage policies