- Collaborate with the Technology Sector Associate and Analysts dedicated to investing a portion of $300,000 AUM for the long-only equity portfolio.- Utilize platforms such as Bloomberg & CapitalIQ to perform top-down and bottom-up research.- Construct bi-weekly pitch books through Excel and PowerPoint to present to 40 members.- Assist with fundamental analysis through relative and intrinsic valuation methods including the discounted cash flow and comparable companies analysis.

- Develop differentiated brand and campaign strategies for several clients by analyzing and conducting market research- Extracting, interpreting, and evaluating pertinent data from collected research and surveys using software including NetBase Quid, Databox, Qualtrics, Google Analytics, and Excel- Formulate analyses, create data visualizations, and distinctly display data for client proposals and presentations