Perform in-depth ongoing analysis on over 30 companies. While coverage is not limited to a particular industry, there is specialization in Semiconductors, Energy, Consumer Retail, Exchanges, Financial Services, Staples, Utilities, and Infrastructure companies.Company analysis includes constructing extensive three statement financial models, competitive landscape analysis, conversations with management teams, detailed company write-ups, and a formal investment presentation to the Equity Research Group.Produce self-generated new stock ideas to improve internal strategies.Significant contributor to quarterly, biannual, and ad-hoc publications that are distributed to both clients and internal advisors.Took on a leading role in the formation of a new internal SMA strategy with a focus on implementing ESG metrics into the investment strategy.

Provided operational support to the FINRA/Nasdaq ACT TRF Facility and coordinated with regulators to create processes for highly sensitive tasks.Took an essential role in the onboarding of new and existing clients to the Exchange TRF, which included assisting with the training processes for FIX programming.

Improved CRM skills by working directly with clients, solving problems through quick decision making, and fully understanding the personal finance process.Evaluated and analyzed call data, customer feedback, and survey results through regression analysis to aid efficiency and improve overall client experience.

Assisted the Equity Research Group in analysis and reporting for various companies throughout multiple sectors.Participated in weekly market update meetings with the Equity Research Group to inform analysts and client-facing portfolio managers of new ideas and developments within covered securities.Focused on Technology and Discretionary sectors with in-depth analysis of Intel, Advanced Micro Devices, Disney, Skechers, and Starbucks.