Intern
Current- Gained proficiency in Masttro, a wealth management software, creating detailed wealth maps, uploading thousands of documents, and generating reports to provide a comprehensive view of client portfolios- Devised a system to track hundreds of assets including valuations, capital calls, and distributions streamlining the asset update process- Composed an investment memo by conducting research, analyzing financials, and developing a presentation highlighting key information- Participated in meetings with founders and CEOs, learning to analyze both quantitative and qualitative aspects of potential investments- Improved internal operations by developing training tools, reconciling expenses, analyzing financial statements, and implementing consistent allocations