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• Researched Cybersecurity industry and proposed several micro/small-cap companies to portfolio manager. • Received broad-based training on core functions of the Operations Department.• Worked with Operations team to document workflows and update existing procedures on Microsoft Visio.• Performed valuation reconciliation on Total Market Value data using Microsoft Excel.

• Assisted CFO with daily logistics and scheduling.• Conducted background research of potential clients and companies for investment analysts.• Assisted analysts with meeting preparations.• Coordinated meetings between team members and sell-side coverage.• Prepared daily market reports for CFO.

• Developed functional business requirements for software designed to meet user expectations• Developed test cases for test software to ensure user satisfaction• Implemented testing software to track and inventory test cases. Participated in new software beta release.• Researched insurance pricing best practices in order to remodel the company website