• Analyzed the investment activities in retail client accounts, conducted data analytics in Excel and shared findings with finance managers• Calculated Limited Partnership in distributions, market values and capital calls; Reconciled various accounting items; Submitted data and reports to regulators

• Forecasted expected returns and volatilities of commodity futures (i.e. Gold, Copper) using Fibonacci Sequence and Golden Ratio• Assisted with client presentations by compiling operating data and summarizing the financial performance of the Wealth Management division • Analyzed client commission distribution, equity distribution and balance statements for both internal managers and external client presentations