- Established metrics using IRIS and Grameen's taxonomy to help understand the social impact of Tugende's loans- Created a digital social impact survey to help measure client's progress out of poverty- Sourced additional revenue streams for both Tugende and its customers (boda-boda drivers)- Digitized and updated the loan application process - Implemented a branding strategy to make Tugende the premier boda (motorcycle taxi) company in Kampala- Aggregated and transferred historical financials and customer information to a cloud based microfinance loan tracking system- Updated Tugende's financial model and investor communication materials

- Collaborated on creating the public equity and fixed income platform by performing due diligence on socially responsible mutual funds- Interviewed fund managers to better understand how their funds were both financially and socially sound investments - Developed two research reports outlining the fund's mission, financial performance, social impact and Imprint's assessment of the fund- Presented the reports to internal investment committee; gained approval to add one fund immediately to the platform- Performed due diligence on one fund that resulted in Imprint securing $10M in commitments- Participated in the Global Impact Investing Network (GIIN) intern summer series

- Contributed to the management of over $1B in monthly cash flows between the Private Bank and the hedge funds on its platform- Led team on a quarterly basis through the monthly hedge fund subscription process- Trained new associates on subscription, redemption, transfer, reconciliation and other day-to-day processes- Provided timely solutions to Private Bank Investor's transactional, share class and liquidity inquiries- Performed detailed analysis on fund house account balances; ensuring subscriptions, redemption and distribution transactions were processed correctly- On boarded new affiliated funds to the Private Bank's platform; including JPM's purcahse of Brazilian fund: Gavea

- Assisted with the management of high net worth private client accounts with assets under management totaling more than $500M- Responsible for monitoring daily/weekly/monthly/yearly returns for portfolios, systematically managed accounts, structured products, private equity holdings, indices, and commodities - Sent marketing materials and processed subscriber information forms for alternative investment offerings- Qualified clients for appropriate investments offerings- Supported four senior managing director private client brokers with daily inquiries which include: advisory service platform issues; syndicate/bond indications (IPO and secondary offerings); ACH/Fed fund transfers; equity/fixed income/options/& mutual fund trading; reorganization responses; margin requests; market updates; research; statement inquires; and account opening and maintenance- Client interaction and assistance to help better understand their portfolios' goals and solutions- Conducted account reconciliation: break down activity to help clients better understand day to day movements in their portfolio- Set up and prepared documentation, reports, and presentations for broker/client meetings and conference calls