• Complete monthly budgets and expense analysis on a group of mutual funds• Make recommendations to management on forecasting future expenses• Complete journal entries to book expenses when fund passes a certain basis point threshold• Build, update, and maintain expense models• Worked with directors and outside consultants (A&M, PwC) to unroll a new MLP mutual fund

• Worked heavily with the Capital Markets division to research potential clients interested in our underwriting services• Financial statement analysis to support trading operations• Completed an assessment of the correlation between volatility and total return for certain ETF’s to be used by the sales team for the marketing of one of our structured products• Prepared marketing material for new products• Completed weekly due diligence for the Structured Products division• Analysis on our clients return, volatility, credit rating, CMS, etc.• Was asked to continue working after summer

• Completed Money Manager Searches; scoring different funds based on risk vs. return and market capture• Bank Statements; coding the purchases and sales of funds • Constructed analysis on selected mutual funds