 Participated in the due diligence of all recommended public equity investment strategies, with a particular focus on non-US developed and emerging markets Assisted in preparing white papers on macro events in order to educate consultants and clients.  Created quarterly commentaries on recommended managers as they relate to the current market backdrop to be shared with consultants, improving firm wide understanding of client positioning Collaborated in underwriting managers for potential recommendations that were later presented to the firm’s asset class committee Lead monthly macroeconomic reporting initiatives used to encourage discussion in client meetings and inform investment committee decisions

 Responsible for calculating market valuations, cash flows, and returns for public and private investments for some of the largest clients in the firm Created custom presentations as requested including fixed income amortization schedules, portfolio risk dashboards, and peer performance reports Regularly monitored portfolios to provide appropriate rebalance recommendation to clients while ensuring all portfolios met the clients’ expected risk and return profiles Led the adoption of an updated on-boarding process for incoming clients, promoting a smooth transfer of information from previous consultants Trained newly hired analysts to promote consistent and accurate reporting throughout the firm

 Responsible for calculating market valuations, cash flows, and returns for public and private investments for some of the largest clients in the firm Created custom presentations as requested including fixed income amortization schedules, portfolio risk dashboards, and peer performance reports Regularly monitored portfolios to provide appropriate rebalance recommendation to clients while ensuring all portfolios met the clients’ expected risk and return profiles Led the adoption of an updated on-boarding process for incoming clients, promoting a smooth transfer of information from previous consultants Trained newly hired analysts to promote consistent and accurate reporting throughout the firm

 Research market and political variables impacting commodity and supplier pricing in relation to current projects Mitigate project risk by developing material cost estimates utilized in analyzing potential profit margins Ensure quality of products purchased through reviewing supplier balance sheets and previous performances

 Competitively selected among Business Department to manage mock school endowment fund Conduct daily market analysis to forecast economic outlooks and find undervalued assets for investment Security pitches provided to team beat S&P 500 index by an average of 7.8% throughout length of course

 Monitor client accounts and process financial transactions valued at up to $100,000 Maintain updated knowledge of financial sector to determine root causes of valuation changes Leverage advanced knowledge of securities and tax documentation to resolve shareholder and advisor inquiries