• Analyzed potential high-yield municipal investments, and performed surveillance on portfolio securities• Monitored broker bid wanted lists and assisted in monthly mark to market portfolio pricing• Involved with daily trading and hedging of high-grade taxable municipal securities• Created and presented a comprehensive report on the primary credit drivers of charter school financing

• Work on initiatives to engage and market CDO to student body• Analyze data to determine office and student needs, to create effective and needed programming• Coordinate and organize assembled data into easy to process formats• Collaborate with Social Media & Marketing Intern to keep record of all marketing efforts• Administrative Tasks: Appointment scheduling and phone reception

-Updated database from outdated version to current version of Microsoft Access -Developed reports on fundraising efforts with future improvements in mind-Assisted in establishing a web presence through online cloud systems -Coordinated technology (software and hardware) purchases to meet organization's needs