•Develop financial models to illustrate potential deal structures (e.g. mergers, acquisitions), represent financial status of sports franchises and forecast future operations to determine potential exit values•Prepare confidential information memorandums and draft legal documents (e.g. engagement letters, term sheets and letters of intent) for sports team transactions•Identify and source sponsorship opportunities amongst client base (team owners, athletes, etc.) and partner with Citi’s in-house sponsorship group as opportunities materialize•Collaborate with lead banker to provide wealth management services to high net worth individuals

•Worked closely with Financial Control to manage the budget of the investments business •Developed a library of client facing performance templates and implemented procedures from creation through approval to be used across the US private bank•Project-managed the enhancement of client reporting system, including IT implementation •Managed risk as Information Security Officer, Business Recovery Coordinator and Supervisory Principal

•Compiled internal sales reports, conducted research for new product development and other projects•Performed quarterly attribution analysis for one of the bank’s largest clients•Coordinated client conference calls and events with third party product providers

•Assisted with investment strategy research by compiling and manipulating data from Bloomberg•Contributed to management’s efforts of analyzing and monitoring the group’s performance by designing a web based computer system•Created various dynamic spreadsheets to enable easy reporting on group performance

•Assist with portfolio analysis for private bankers and investment counselors by utilizing in-house computer programs•Create various power point modules to enhance clients’ understanding of various investments•Update and edit daily newsletter for distribution throughout company