conversed with my supervisor and clients to understand objectives for the article to be writtensupplied client with the parameters of the articleresearched and composed a draftadministered draft to the clients and addressed any editsimplemented final edits and delivered the final proof

given the responsibility to evaluate the stocks of Viatris and Netflixrequired the preparation of detailed financial reports and analysis of each company with a recommendation regarding holding each security as a part of the University of Louisiana’s endowed portfolioworked diligently mining and computing financial and business information via Bloomberg Terminalbecame Bloomberg certified in the processverbally presented and defended these recommendations to the Investment… Show more given the responsibility to evaluate the stocks of Viatris and Netflixrequired the preparation of detailed financial reports and analysis of each company with a recommendation regarding holding each security as a part of the University of Louisiana’s endowed portfolioworked diligently mining and computing financial and business information via Bloomberg Terminalbecame Bloomberg certified in the processverbally presented and defended these recommendations to the Investment Committee of the Foundation Show less

worked closely with the advisor to examine how each type of client’s portfolio is developed and structured considering the client’s financial goals, climate of the market, and known knowns of the industrysat in on client meetings in and out of office to absorb financial planning, estate planning, 401k setups, trading, talk of different types of markets, investments analysis, and other advisory position dutiespartook in operations of administration by assisting and observing various… Show more worked closely with the advisor to examine how each type of client’s portfolio is developed and structured considering the client’s financial goals, climate of the market, and known knowns of the industrysat in on client meetings in and out of office to absorb financial planning, estate planning, 401k setups, trading, talk of different types of markets, investments analysis, and other advisory position dutiespartook in operations of administration by assisting and observing various functions including maintaining records, transfers, rollovers, deposits, disbursing financial market update reports, alongside many other tasksanswered and addressed client's inquiries and took part in the relationship side of the business Show less