• Construct financial models in Excel to create a software style tiered pricing model• Develop price targets and recommendations using intrinsic and comparables based valuation metrics• Analyze broad wealth management market from a variety of public and private sources• Research costs, sources, benefits, and downsides of all exchange traded investable securities

• Analyze key financial metrics and statements for companies• Review legacy data for updates and general maintenance• Communicate regularly with senior business analysts and analytics team• Apply structured problem solving to complex tasks regarding data mining and manipulation• Maintain project assets, communications, and related databases• Build scripts and manually verify data through application framework

• Analyze previous ad data to determine best demographics to target• Generate content for websites for search engine optimization• Invent and schedule creative social media ads for Facebook, Twitter, Instagram• Strengthen interpersonal skills by collaborating with others• Create monthly reports consisting of aggregated SEO data

•Perform daily management of pay per click account on Google AdWords•Assist in maintenance and monitoring of keyword bids, budget caps, quality score, and other important account metrics•Create, categorize, and refine keyword lists to create comprehensive campaign•Enhance teamwork skills by communicating and working closely with other members to meet client goals