Investment Data Analyst Intern
Chalfont , Pa, Us
My time at SafeGuard Asset Management was extremely rewarding as I was able to gain hands-on experience from all areas of the business. I worked closely with the top executives of the company and completed various tasks that have helped prepare me to be successful. My experience includes:• Reported directly to the Chief Executive Officero Met regularly with CEO regarding company direction and future planningo Provided solutions to help manage operations• Built and maintained Excel database of mutual fund performance attribution utilizing data from IASG Alternatives, HedgeFacts, and the fund administrator; presented results to the CEO and Chief Investment Officer• Attended sales strategy meetings with registered representatives of broker/dealer• Observed sales presentations to high net-worth prospective investors• Contributed to marketing and advertising projects with the Chief Marketing Officer• Shadowed Chief Compliance Officer; adhered and certified to the company’s code of ethics• Managed firm’s books and records, accounts receivable, and accounts payable
