• Developed diverse and engaging content targeted at retail investors, including daily newsletters, thematic notes, stock market investment ideas, sector overviews, and others.• Supported the Asset Management department by analyzing investment funds, conducting ongoing assessments of shareholder sectors and individual companies, and contributing to the Bank's macroeconomic perspective.

• Conducted meticulous assessment and vigilant monitoring for clients within the team, ensuring strict compliance with regulatory and internal risk policies• Prepared written credit proposals that combined financial analysis with sectorial information to bolster Credit Committee decisions

• Supported client presentations by preparing compelling materials including client pitches, teasers and other materials• Managed transactions databases capturing all relevant details of recent deals and maintained up-to-date sector-specific trading comparables

• Led a team of 4 equity research analysts and delivered 8 reports on publicly tradeable tech companies to the CIO of Vitalis Asset Management• Managed schedules, improved results, and motivated the team

• Developed comprehensive financial analysis and valuation of publicly traded companies• Created detailed forecasted financial statements, including income statement, balance sheet and cashflow statement• Performed in-depth industry research and competitive analysis to identify trends, risks and opportunities