➢ Reviewed deliverables/packages related to quarterly investment valuation, performance reporting, accounting/audit, portfolio monitoring, transaction monitoring and other cyclical tasks. ➢ Implemented discount for lack of marketability (DLOM) model using market and comparable businesses' inputs to calculate appropriate discounts on unlisted assets.➢ Managed ad hoc LP/investor requests.

➢ Corporate Actions team within the Investment Operations department.➢ Research, source, instruct, and process market events for clients’ holdings, ranging from mergers, spin-offs, rights offerings, equity/fixed income exchanges, tender offers, dividend reinvestments, chapter 11 bankruptcies and others. ➢ Enable investment decision making and the distribution of investment services. ➢ Navigate financial platforms including Bloomberg, Markit, Blackrock Aladdin, Tableau. Capital Group is a leading global investment management firm with more than 7,000 associates in 24 offices around the world. Our organization manages US $1 trillion in assets for our clients. We’re the home of American Funds, one of the largest mutual fund families in the U.S., with more than 50 million investor accounts.

➢ Created financial models and other templates for budgeting, forecasting, and/or actual results.➢ Assembled and analyzed historical data for statistical analyses as predictive means of forecasting and budgeting. ➢ Supported the regional executives, regional managers, and branch managers in the Los Angeles, San Diego, and Orange County divisions.➢ Assembled and presented monthly decks for the divisions regarding financial performance of branches, regions, and divisions.➢ Performed organizational hierarchy realignment and other changes for branch banking. ➢ Maintained and updated master lists of the branch network.➢ Submitted journal entries to transfer transaction funds across different general ledger accounts.

Investor Relations Intern from June 2012 - August 2012 and July 2013 - August 2013.➢ Researched and tracked analyst reports providing coverage, recommendations, and price targets of clients and competitors. ➢ Drafted press releases for clients. ➢ Performed research and analysis on clients and competitors in the solar and REIT industries.➢ Navigated platforms such as Big Dough, Thomson Reuters, and SNL Financial. ➢ Assembled/created slide decks for pitches to potential clients.