- Created new checks and balances for our private assets.- Evaluated our client's individually held securities to make sure they are still worth holding.- Helped build trades for our clients to be sent to our trading team for execution.- Rebalanced client accounts that were placed in in-house models.- Researched and met with multiple mutual fund Portfolio Managers to better understand which investments were best for our clients. - Gained knowledge of taxes.

- Documented market values and performance returns for our clients on a monthly and quarterly basis.- Produced well organized reports to model the research conducted throughout the period.- Interacted with Investment Managers on new products.- Worked hand in hand with the Consultants to understand the client's needs.

Improved lead generation research to help the partnership division grow by analyzing companies reports.Learned a variety of client facing and presentational skills by listening and taking action during conference calls and in person meetings. Collaborated with the team on how PYMNTS can grow and reach different viewers within the e-commerce, B2B, data analytics, and other financial businesses.

Analyzed annual reports to recognize profitable investments through various financial models. Examined how to value companies to determine if their stock was under or overpriced. Presented my research and findings daily in a well-structured manner to the company's investor.

Gained knowledge of working with the British government and understanding how policy affects financial issues. Acquired communication skills by working with Members in Parliament (MP) by speaking with leaders during political events and by emailing Paul Maynard's Constituents as a representative.Observed the daily routine of lobbyists taking action on their ideas or needs to the MPs.Responded to constituents' emails regarding policy questions and researched the facts as a representative of Mr. Maynard.