• Developed and maintained a comprehensive database to systematically monitor and analyze the top 50 equity investment holdings, enhancing the efficiency of investment tracking.• Conducted in-depth data analysis to identify trends and performance metrics within the equity investments, providing actionable insights for the advisory team.• Authored a detailed research report on the investment outlook and emerging opportunities within the artificial intelligence industry, emphasizing potential growth areas and market dynamics.• Collaborated with senior analysts to present findings and strategic recommendations, contributing to informed decision-making processes within the advisory department.

• Conducted audits of petty cash and change funds, ensuring accuracy and compliance with financial policies• Prepared detailed audit reports documenting findings and recommendations for process improvements• Assisted in auditing capital asset inventories, verifying asset records, and ensuring proper documentation