• Supported portfolio managers overseeing $3.5 billion in assets, including $1.6 billion in large-cap and $400 million in small-cap portfolios, by analyzing and recommending stock allocations• Developed customized portfolios tailored to client objectives and risk profiles, including growth, small-cap, and dividend-focused strategies.• Conducted thorough equity research and provided actionable insights on buy/sell decisions, contributing to portfolio optimization and enhanced performance

• Presented findings on domestic equities in the team's largest portfolio to the Senior Partners, assessing risk aversion, forward earnings, and the sector outlook • Examined macroeconomic data such as employment statistics, interest rate hikes, and inflation metrics to develop a long-term market outlook • Worked in groups to research and present findings on emerging markets and alternative assets