Global Corporate Investment Banking Enterprise Credit Analyst

• Conducted market research over Ultra Short-Term ETF Funds and Managed Futures ETFs to help company on investment decisions• Communicated with existing and new clients in person and helped open new commission-based financial accounts• Identified and examined portfolio risks on investment analytics programs Riskalyze and Kwanti to keep Fresco’s CFP informed• Utilized client relationship management tools MoneyGuide Pro and RedTail to keep client information updated and open new accounts• Managed company models and provided information on possible investment opportunities to improve market returns• Collaborated with the other Financial Investment Intern to create weekly market update presentations and reported results to the other employees in office

• Reviewed profit and loss statements, analyzed income versus expenses daily, and reported exceptions to the business • Participated in forecasting meetings, took EBITDA and other data from previous months to predict future expenses and revenue • Worked with Financial Controller to locate assets in building • Developed and enhanced key performance indicators (KPI) using Google Sheets shared with both the business and customers • Updated service level agreements (SLA) to monitor daily operations through multiple warehouse management systems• Worked with operation managers to develop metrics and helped report results in their corresponding departments

• Monitored swimmers and enforced facility policies to ensure swimmer safety• Red-Cross certified in CPR, First Aid, and Stabilizing techniques• Rescued drowning victim and filled out incident report

• Designed a Safety Board, tracked recordable accidents and goals• Developed a Metrics Board, tracked operation accuracy and productivity• Preformed Quality Control on packaging for plant operation