Conduct research of potential investments by analyzing SEC filings, company background, etc. Build financial models to forecast future revenues, cash flows and earnings Measure the risk and impact that competitors and changes in policy pose to potential investments Collaborate with other analysts to create full research reports to present to CEO Assist in marketing of fund to attract prospective investors Arrange and take part in management calls to help pose questions, take notes

Worked directly with brokers to help service and maintain client accounts Met with clients in person and over the telephone to discuss use of brokerage accounts, issues, etc. Consistently met growing quarterly goals of new account openings in branch office Followed strict anti-money laundering laws to maintain high level of compliance Participated in corporate-wide intern portfolio management competition Successfully completed in depth mandatory training on many aspects of brokerage/banking industry Organized and led weekly meetings on corporate policy updates and relevant industry news

Filed and processed important legal documents at Clerk of Courts office Maintained organization of all client and case records, both hardcopies and electronically Performed other basic courier and office duties, such maintenance and cleanliness of office