Business Intermediary
Eight-week long summer internship where I gained valuable field experience and career-long lessons. Throughout my time at Pzena Investment Management, I analyzed J.P. Morgan Chase, Morgan Stanley, and UBS' Mid-Year Outlook; presenting my findings to the Intermediary Team via Powerpoint. I updated Salesforce data for our family offices, LPL’s, Morgan Stanley Teams & RIA’s. Furthermore, I built reports on the top five best-selling competitor funds in EM, international small, small-cap, mid-cap, and international funds on a cash-flow basis using Excel and PowerBI. This internship also taught me proper in-office etiquette. This work ingrained a strong work-ethic, expanded my knowledge of the markets, and taught me how to treat the workplace with respect.