• Support 7 portfolio managers by executing account rebalancing trades, raising cash for distributions, and ensuring all accounts are in line with investment compliance rules• Create customized client performance materials, including IRR reports, treasury ladders, and fund fee analyses to prepare portfolio managers for client meetings• Execute trade decisions based on model allocation targets and portfolio weight analysis, optimizing client portfolios to align with investment goals• Train over 6 new analysts on investment compliance tasks, trading procedures, and Investment Policy Statement creation• Lead and train a team of 5 analysts in a large-scale Investment Policy Statement (IPS) project, re-categorizing over 600 IPS documents• Analyze gains and tax implications for clients, strategically managing sell decisions to minimize tax burdens when raising cash for distributions• Act as the secretary of the Regulation 9 review committee, preparing meeting materials and assisting portfolio managers in clearing violations on their accounts

• Created, analyzed, and optimized business strategy, productivity, and efficiency for a mobile sports, fitness, and personal training brand

• Conducted research to identify the critical factors and catalysts in a group of stocks• Developed and maintained financial forecasts & valuation models• Assisted in the issuing of investment recommendations• Complemented and hedged equity-driven investment strategies using derivatives and long/short pairs trading approaches• Communicated investment ideas to the Portfolio Manager, both orally and through written analysis reports• Generated trade ideas in a group trading challenge resulting in a 9.2% outperformance of the S&P 500 in a 1 month time frame

• Provided wealth management services including insurance planning and investment product guidance to high-net-worth individuals and families • Maintained robust knowledge of securities products, insurance products, and market trends to inform investment recommendations• Communicated the Macro Asset Perspective asset allocation strategy to prospective clients