●Develop reports on major S&P 500 sectors, utilizing performance data, earnings, and market insights to forecast a 12-month outlook, supporting the Chief Investment Officer and Advisors in making data-driven decisions. ●Presented bi-weekly market evaluations, analyzing macroeconomic conditions, sector dynamics, and investment opportunities across fixed-income, real estate, and equity markets, to enhance client portfolios ●Aid senior advisors in managing client portfolios, conducting performance reviews, rebalancing strategies, and preparing customized reports on asset allocation, risk exposure, and market health for high-net-worth clients.

Responsible for administering 2500+ voters and 100+ voting procedures in the polling place and ensuring fair and accessible elections for eligible voters.• Ability to supervise and direct activities in the polling place; ability to interpret rules and procedures and apply in practical situations.• Experienced in operating computerised equipment; ability to maintain composure and focus on stressful situations; ability to solve conflicts.

Conducted 50+ weekly one-on-one meetings with small business owners to discuss product needs andoffering plans.Strategised and presented series of weekly quantitative results to management opening and closing clients.

Assisted in preparing and filing 150+ tax returns for clients with accuracy and attention to detail. Provided support in communicating with clients to gather necessary information for tax preparation.• Reviewed financial documents and organized them for the tax preparation process.• Utilized tax preparation software to input data and calculations for accurate tax returns.

• Collaborated with department heads and managed other interns to organise and oversee company previous years data• Developed presentations and projects tailored to the companies upcoming events, business ideas, and current and future projections