Supported the Indexes Team through collaborating on a variety of projects that honed technical skills and developed corporate literacy. • Underwent rigorous interview process and was selected from a competitive applicant pool to participate in a 10-week internship program.• Participated in an intensive case study on cryptocurrency alongside fellow interns through conducting research and effectively communicating the results and deliverables through a final presentation.• Conducted competitor mapping through an in-depth comparative analysis of the features, benefits, and shortcomings of market standard ESG-focused index products to ensure competitive advantage. • Completed client overviews to provide supervisors with a comprehensive, high-level understanding of current and potential opportunities to increase sales and acquire new clientele. • Utilized Excel and the data software Morningstar Direct to investigate lost investable product opportunities and provide the team with recommendations that will increase sales and promote the growth of investable Indexes. • Synthesized indexes’ rulebooks through gathering and updating key information in over 10,000 rulebooks to provide employees and clients with up-to-date information regarding the construction of Morningstar Indexes.

Maintained a high standard of customer service by providing a positive attitude, timely service, and maintaining in-depth knowledge of establishment protocols and current offerings.• Achieved the recognition of Team Player Award on multiple occasions through assisting coworkers and undertaking additional tasks outside of my role.• Provided customers with positive interactions through demonstrating empathy, adaptability, and active listening through promptly delivering requests and answering questions. • Collaborated with colleagues and management through effective oral and written communication to initiate an efficient work environment and promote objectives transparently. • Managed time effectively through organizing, prioritizing, and delivering upon the requests of over 2 dozen guests at a time to provide efficiency and quality service.

Assisted in administrative responsibilities while learning and mastering the internal operations of a nonprofit.• Developed relationships with potential individual and corporate donors through written and oral communication. • Maintained databases and completed clerical tasks as directed in a timely manner to assist executives with organization.• Organized and attended team meetings and events to increase engagement, strengthen fundraising initiatives, and expand upon social media outreach.• Spearheaded development of integral fundraising projects such as the inaugural event through conducting research and providing project managers with an in-depth market analysis.

Directed daily functions for summer camp dedicated to creating engaging recreational activities for campers.• Designed and implemented weekly schedules, activities, and programming for camp group to provide children with an engaging learning opportunity.• Led an assistant counselor and a dozen campers aged 3-5 years old through effective organization and management tactics to develop a productive, structured learning environment. • Identified and responded to camper behavioral issues and reported concerns to camp leadership to ensure safety and to foster the most opportune learning environment for each child.• Communicated with parents regarding participant experiences and expectations to encourage involvement.• Collaborated with colleagues through in-person meetings, constant communication, and the establishment of written objectives to ensure clarity and consistency throughout the organization.

Assisted executives with case workload and communication for several clients.• Demonstrated capacity to provide comprehensive support for the firm’s partners to lighten workload.• Organized files for senior-level staff and ensured timely delivery of paperwork to ensure administrative organization.• Handled day to day operations for the CEO and assisted in planning and scheduling for the upcoming weeks.