• Analyzed financial statements to evaluate the creditworthiness of school districts and water utilities across multiple regions, assessing key financial metrics, debt levels, and revenue stability to determine risk profiles and financial health.• Developed detailed credit reports for school districts and water utilities, integrating qualitative and quantitative metrics such as loan covenants, demographic data, and financial statement metrics; leveraged Bloomberg and Excel for in-depth financial analysis.• Created a comprehensive report on Wisconsin’s school funding and state pension system, analyzing key pension investments, policy changes, and funding levels to assess the creditworthiness of Wisconsin school districts.

• Utilized Morningstar and other tools to conduct statistical analysis to identify and compare models of top-performing funds, ensuring maximum gains and risk mitigation, and to evaluate various funds for incorporation into clients' portfolios.• Conducted comprehensive meeting preparation by generating reports and constructing a visual overview of client assets, facilitating productive client meetings for over 4 clients per day.