Leads due diligence on select investment management firms and their US and Global fixed income investment strategiesPrepares research reports, outlining the strengths and weaknesses of a given strategy and states the recommendation based on that researchConducts in-depth quantitative and qualitative analysis of investment managers comparing performance against the peer groupRecommends to our clients the investment managers who represent our best ideas and who match their needs and constraints within specific fixed income investment universes.Publishes white papers on various topics within the fixed income markets, including convertible bonds and green bondsPresents fixed income trends and market commentary, including speaking at Mercer’s Global Investment Forums in 2022/2023Collaborates with client facing consultants to be a resource in the fixed income investment universe to meet client needs

Provided expense data financial analysis for all ten departments within the Group Insurance divisionCreated and manage the budgets for the Group division of over $130 million dollarsGenerated reports and provided insight for expense and budget deviations to influence management decisionsIdentified $1.5 million dollars in expense savings in response to the changing environment caused by COVID-19

Prepared over 100 client proposals in conjunction with the Vice President/Branch Director Prepared and organized client data using wealth management tools and softwareConducted data analysis to determine success rate of clients’ financial plans

Created support materials for the Wealth Planning Group to drive adoption of goals-based planningReviewed MoneyGuidePro software to assess gaps in training needsCompleted the creation of all new intranet pages that defined the RBC Wealth Planning processResearched, developed, and presented a capstone project on how to augment the client/advisor relationship model

Research analyst covering the financial sector. Covered F.N.B Corporation.Built financial models using discounted cash flow, economic profit, relative valuation, and dividend discount analysesPresented Buy/Sell recommendations to the fund advisory board

Evaluated mock client information and requirements to create a customized plan for the clientAnalyzed markets and learned about various types of financial instrumentsPrepared draft financial plans for retirement, education savings, and investmentsResearched the financial planning industry to understand the types of companies and services