• Served as the internal subject matter expert on Artisan’s Growth Team ($30bn in AUM), providing data, context, and relevant talking points on critical portfolio metrics—style factor and valuation analyses, buy/sell/hold holdings rationales, company specific and thematic developments impacting share prices—to service client and prospect inquiries and create investment content to market the team’s four strategies.• Developed appropriate and impactful messaging to convey the team’s quarterly results and forward outlook which included working with its portfolio managers, attending investment committee meetings, tracking ongoing market and portfolio developments, writing client letters, and preparing the distribution teams for their client meetings.• Aided in the effort to raise over $500MM in new AUM ($4MM in revenue) by persuading the team’s business leader and portfolio managers to change their marketing approach with additional emphasis examining the empirical evidence supporting the team’s investment philosophy and its superior risk-adjusted mid-cap investing track record.• Led a three-part email marketing campaign for the Global Discovery Strategy in the intermediary channel. The initiative included authoring a report highlighting the benefits of international equity exposure, hosting an investor call with over 75 participants and getting added to Merrill Lynch’s financial advisor platform.• Contributed to the integration of ESG into the team’s investment process which included devising its approach, authoring its annual sustainability reports and writing a white paper on the mix shift from hydrocarbon to renewables-powered energy.

• Disseminated investment opinions in 100 reports annually for 25 self storage, gaming, net lease and shopping center REITs utilizing bottom-up fundamental analysis (assessments of competitive positioning, capital allocation, management strategy, and detailed valuation analyses), channel checks, industry conferences, public filings and management meetings.• Increased the real estate platform’s institutional relevance, enhanced the team’s stock picking capabilities and gained insights into market trends by gathering data from and developing relationships with 50 private self-storage operators and developers.• Conducted due diligence on prospective IPOs and communicated opinions to Baird’s investment committee to ensure companies raising capital through Baird’s retail system met the company’s high threshold for inclusion.

• Oversaw the monthly analysis of payor contractual allowances and reduced the time to completion to three days (from five).• Created a monthly forecasting tool based on regression analysis to allow the CFO to determine future financial performance.• Developed relationships with business leaders across four hospitals to ensure their financial reporting needs were met.

• Reduced payor denials and increased cash collections over 30% for four Veteran’s Affairs health systems (over 40 hospitals) by consolidating their insurance verification, pharmacy and utilization review departments.• Coached three analysts and an associate, meeting monthly to set long-term career goals, provide ongoing career development and mentoring and deliver constructive feedback on performance.• Identified and secured new sales opportunities for six strategic clients, and worked with client executives to routinely review and assess key metric performance.

• Re-engineered hospital departments and processes using data-driven analyses, eliminating unnecessary tasks, reducing payer denial rates and increasing staff productivity and job satisfaction.

• Took on a portion of the responsibilities of a Senior Financial Analyst and developed weekly sales reports, identified budget to actual variances, reviewed trend analysis, and made recommendations to management for remedial action• Aided in the preparation of monthly and quarterly financial reports for the global medication delivery business unit• Performed special projects which included documenting and identifying key areas for process improvement and collaborating with 4 other interns to improve the company’s website