Performed industry searches for companies in B2B digital business, industrial services, calibration services, and contract packaging and labelling services. Reviewed teasers and CIMs and created company overview documents for the managing principal to review.Utilized tools such as IBISworld, ZOHO, Dealforce, Crunchbase, and Capterra to analyze precedent transactions and deal structures in the area.

Completed in-depth analyses on the performance and adherence to strategy of 23 mutual funds utilizing Morningstar Direct and provided recommendations for five alternative mutual funds to senior executives. Conducted weekly market analysis documenting top economic headlines and corporate earnings releases that may potentially impact the financial markets; produced investment newsletters distributed internally. Reconciled three separate bank accounts over a 10-year period used by the Pooled Income Fund for over $230,000 worth of income distributions to be paid out to roughly 700 income beneficiaries.Created and presented an annual budget for Fidelity Young Professionals Network events and promotion.

Led marketing efforts to increase ticket sales for NFL games, entertainment events, and international soccer games hosted at Bank of America stadiumCoordinated with internal stakeholders to develop sales strategies for NFL games and league-wide events

Created spreadsheets to analyze trends in performance of different products based on marketing initiatives.Collaborated with team members to improve and manage communications with the outsourced public relations agency.Edited whitepapers and press releases.