Sustainable Finance Controller

Business Manager for Global Fixed Income and Economics Research-Act as a trusted advisor to the 4 heads of the business to define & drive strategic initiatives-Efficiently delegate ad hoc tasks across our Operations, BSM, Expense Management, and P&A teams-Led the gathering of research analysts' input of ESG data providers to help the ESG Co-Heads identify the use cases of each vendor within the data mapping and make business decisions on the $1m+ investment-Conduct monthly reporting to the business heads and their directs on YoY Travel & Entertainment and Market Data Services expenses comparing historical figures to current year planned figures to assist with budget planning

- Tasked with completing two team-based case studies which culminated in presentations during the final week of the internship to leaders of the business- Developed a Social Return on Investment Framework for the non-profit Tuesdays Children to help them quantify the social, environmental, and economic value and as a result, the social initiatives netted an IRR of 15%- Used Excel forecasting tools to examine revenue variance and produce a sensitivity analysis for the launch of a Chase branch with an approximate yield of 17%, as well as identify risks and controls related to the branch's opening- Identified risks and controls associated with opening a Chase branch in Plano, TX

Participated and presented in meetings with Clients, Office Management Team, and Branch FAs on assigned projects Developed business acumen, understanding of the markets, and Merrill's portfolio investing strategiesCreated a bond ladder pertaining to corporate and municipal bonds using Excel to assist FAs in servicing their clients