•Conduct research on new fund offerings and compile data into comprehensive Excel reports and presentations.•Collaborate with the team to evaluate and update the Standard Operating Procedures (SOPs) for client onboarding.•Assist the in-house financial advisor with daily operational tasks, including client communication, portfolio analysis, and financial planning support.

•Organised and managed club events on campus resulting in efficient operations.•Collaborated with team members and contributed in achieving strategic society goals.

•Conducted comprehensive financial forecasting analysis, including revenue projections, cost analysis, and budget planning, resulting in accurate financial forecasts that guided strategic decision-making. •Designed and developed interactive data visualisations and dashboards, which resulted in improved data accessibility and enhanced reporting capabilities to stakeholders.