Investor Associate in the Global Families Group • Support two senior investors covering 81 family offices and ultra-high net worth clients in NA, EMEA, and APAC• Research and present trade ideas that would help clients achieve their investing goals• Educate clients on different product offers and ways to invest in different themes• Speak with clients about current economic climate and forecasts • Trade equities, bonds, and derivatives for clients • Monitor private equity cash flows to help clients minimize cash drag• Strategize portfolio allocation with senior investors across private and public funds

• Worked directly under CIO to construct and maintain a portfolio of private credit, private equity, public credit, public equity and direct investments • Created and updated financial models for large public equity positions• Traded derivatives on large equity positions to monetize volatility • Monitored CLO and private equity cash flows to update fund valuations• Attended private equity pitches and deliver investment recommendations to the greater investment team• Evaluated research reports and shared notes to educate the investment team on the themes

- Monitored FX, in-kind, and versus payment trades to ensure settlement- Researched the cause of cash and asset breaks on the reconciliation report - Administered 10 ETFs, including: fixed-income, equity, foreign and domestic funds - Set up SWIFTS and wire transfers for internal and external money movement - Reviewed corporate action files and update ETF baskets when applicable - Communicated with brokers and internal teams about settlement instructions for global fund trades

- Selected to be Head Tutor in 2016 and 2017 based on leadership skills- Utilized telecommunication skills to assist students over the phone- Worked one on one with students struggling to understand material

- Constructed rating system to determine risk of student based on retention statistics - Used pivot tables and charts to calculate retention rates- Analyzed retention rates to determine improvement areas- Prepared presentation and presented for Retention Task Force

- Project leadership for database contingencies in the event of system failure relative to a Unit Investment Trust (UIT) product- Validation of acceptable alternative workflow methodology through meeting and discussions with managers within UIT- Responsible for the development of user requirements to support database design and upgrade

- Worked as a laborer during the summers of 2014, 2015, and 2016- Operated heavy machinery - Transported materials to and from construction locations - Supervised workers on small projects