•Acquired hands-on experience by participating in company investment strategy meetings, daily discussions on market events, and managed account group interviews of third-party managers•Developed statistical and analytical excel models using Bloomberg API to analyze market and economic trends•Applied fundamental analytical skills by completing a quarterly earnings review on the Electrical Components & Equipment industry; analyzed quarterly earnings transcripts, 10-Qs, press releases, and earnings presentations to ultimately present findings to the Asset Management team within the quarter

•Assisted Midwest team in Personal Insurance with competitor intelligence on the homeowner’s line to identify actionable areas of growth and deliver solutions; Investigated potential fraudulent fire loss activity by synthesizing data•Utilized S&P Global and RateFilings websites, MS Excel, SQL, PowerPoint, and other software applications

•Assisted Northeast/Metro team in Select Small Commercial Insurance with data analysis work and pricing strategies •Completed several competitor intelligence projects, analyzed flow of business Year-Over-Year around the Travelers Championship and built post-monitoring views for a new product launch in New York•Participated in Capstone working with a team to develop and present a solution to a real-world business problem•Utilized S&P Global and RateFilings websites, MS Excel, SQL, PowerPoint, and other software applications

•Assisted tax department with preparation of corporate income tax returns•Provided initial input of client financial information, tax adjustments and reconciled accounts•Utilized CCH Axcess, Excel, CCH ProSystem fx Engagement, Caseware, Microsoft Teams and other software applications•Worked remotely and independently throughout internship which required strong communication and learning skills, flexibility, adaptability and openness