Leverage Bloomberg to update and analyze quarterly financial performance data for a portfolio of ~200 company holdings across diverse sectors such as Healthcare, Technology, Real Estate, and Consumer Goods. Analyze dividends and earnings reports to coordinate with Portfolio Managers on capital allocation strategies. Creating and maintaining daily trading reports in Excel, integrating insights from J.P. Morgan high-yield and leverage loan data.

Selected during Sophomore year to participate in an extensive investment banking preparation program involving formal classwork to study investment banking-specific concepts including valuation methodologies, relevant accounting topics, and M&A analysis. Participating in weekly calls with two industry professionals to develop a professional network and gain a better understanding of the industry and the commitment required.

Spearheaded marketing research in the insurance sector, focusing on trend identification and growth opportunities in new target locations. Developed and maintained Excel spreadsheets for data analysis, and independently designed a successful marketing campaign.