Managed the production of the firm's marketing materials (including pitch books, fact sheets, reporting, DDQ/RFPs, etc.) and oversaw the investor pipeline (updating daily with firm outreach and generating key senior management reporting); responsibilities included collaborating across business teams to develop materials and participating in ad hoc projects

Served as key support for the EMEA and Consultant businesses by liaising and filling requests from their investor base. Additionally, managed the firm’s capital activity process on a bi-monthly basis and developed performance reporting, pitchbooks, and fund documentation

One of 17 analysts given the opportunity to rotate throughout the Private Bank’s Wealth Management sphere; specific rotations included: Alternative Investments – Investor Relations, Anti Money Laundering and Know Your Client, and Banking and Mortgages Product and Platform

Interned within the Private Bank's credit area - focus towards modifying and maintaining the integrity of 800+ client records and automating daily sales reports by leveraging VBA coding and data analytic skills

Interned within the Trade Operations and Product Control subdivisions, performing daily P&L reconciliations, providing pricing validation to global market teams, and owning the monitoring process of 2,000+ letters of credit received and distributed to counterparties