Applied Derivative Contracts T.A.:- Grading of tests, quizzes, homework- Solving of students' problems with course material

• Securities Research using Morningstar and UBS research reports• Planning and preparing for prospect and client seminars by financial advisor• Carrying out control functions for client’s accounts, portfolio performance reports, suggested changes where required• Financial Planning for clients using UBS software – compiling various “what-if” scenarios for clients• Frequently updated team on happenings in the equity and fixed income markets• Created pitch book and financial goal analysis questionnaire using UBS guidelines• Study of structured products – used term sheets to make suggestions when attractive opportunities appeared