-Leading a team of about 20 analysts and portfolio managers -Preparing letters to our stakeholders and board meeting presentations -Making sure our portfolio complies with the Fund’s IPS

-Creating performance reports with the Bloomberg Terminal and Excel-Tracking and adjusting our portfolio‘s sector allocation-Screening equities and executing trade ideas-Training analysts and improving financial models

-Performing in depth equity valuations with at least a DCF and Market Multiples

-Building a corpus of ~30,000 earnings calls transcripts of S&P 1500 companies with Bloomberg -Analysing EPS announcements in regards to level of surprise, market reaction, and relative location within the earnings call-Creating visuals with large data sets to present findings

-Building complex economic models in Excel with Bloomberg formulas for the USA and China-Screening corporate and municipal bonds for high net worth clients-Creating weekly market presentations and presenting to the private banking and wealth management divisions-Preparing portfolio performance reports for client meetings