-Creating financial models and valuation analysis based on DCF and Relative Valuation-Conducting extensive company due diligence and industry research -Writing company and industry reports based on key investment ideas

* Assisted students and faculty with financial research on behalf of their projects and assignments, as well as instructing them how to use sophisticated financial and investment software applications* Conducted daily undergraduate and graduate level classes using the Trading Room’s financial software* Developed curriculum for finance classes applying academic concepts to the capital markets in real time* Facilitated trading simulations, hypothetical modeling and optimizations* Selected to provide research and data analysis on the New England Technology Stock Index recalibration project.* Responsible for creating guidelines for Index Recalibration and Value Adding Data Gathering Screens & Research Analysis

* Interfaced with larger plan sponsor clients, pension consultants, relationship managers and portfolio managers to research and gather capital markets and company specific data to make investment decisions in client portfolios* Exposed to diverse portfolio & asset allocation investing strategies (traditional & alternative, equity & fixed income, real estate, etc.)* Contributed to team & front-office through the development of new processes & systems to reduce time necessary to perform work by 50%* Provided detailed and timely portfolio analysis, attribution, commentary and head-to-head comparisons of portfolios vs. mutual funds, separate accounts & custom benchmarks & calculated & presented advanced MPT statistics and risk-adjusted metrics for clients/PMs* Generated customized performance & portfolio analyses for relationship & portfolio managers with regards to their portfolios as well as mutual funds and securities that they proposed to offer to clients & worked on special projections for institutional & ultra- high net worth clients