- Actively manage the group’s Industrials Sector to outperform our benchmark on a risk-adjusted return basis while overseeing and training a team of analysts

- Utilize Bloomberg to effectively screen for securities based off of attractive financial multiples- Construct financial models through Excel spreadsheets to perform fundamental analysis on undervalued securities- Perform research on industry trends and run discounted cash flow analysis and competitor analysis to form effective long-term investment theses- Pitch investment opportunities to the group in formal presentations and vote on all investment decisions

- Member of the international honor society which recognizes business students around the world that show outstanding scholastic achievements and attend a business program that is accredited by The Association to Advance Collegiate Schools of Business. - Beta Gamma Sigma has chapters at only the top 5% of business programs, and only the top performing scholars from those programs are invited. - Membership in Beta Gamma Sigma is the highest recognition that a business student anywhere in the world can achieve.

- Gained first hand knowledge of wealth management as well as acquired skills in SalesPage through collaboration with the business intelligence team to update 500+ client contacts - Collaborated with other interns to lead two capstone projects and present them to the executive committee - Observed numerous Newfleet Asset Management meetings on securitized investments - Engaged with all departments throughout lunch and learns assisting in all areas of the business- Adapted to a remote working environment through Microsoft Teams, Workday, and Microsoft Outlook

- Integral member of the advisory team, sitting in on all investment meetings to provide financial advice and obtain experience within the wealth management field.- Utilized Redtail CRM to work with all aspects of the client relationship, working closely with clients and advisors to fully understand their financial situation.- Worked with Wealthscape and Morningstar Advisor Workstation to monitor market performance and efficiently analyze investments and portfolios using reports and information to provide recommendations and investment advice to clients and advisors.