Jul 2025 – Jan 2026 · 6 mos · San Francisco, California, United States · On-site

• Drove expert recruitment and client fulfillment for Guidepoint’s private investment clients, including leading PE, VC, and hedge fund firms.
• Managed a high-volume outbound pipeline of 5,000+ cold calls, emails, and InMails per month to identify and engage qualified advisors across niche industries.
• Successfully executed 50+ high-priority projects per month, collaborating with Project Managers to deliver timely, tailored expert insights that drove client investment decisions.
• Converted and onboarded an average of 75 advisors per month, exceeding KPI standard by over 3x.
• Leveraged CRM tools, strategic messaging, and rapid qualification techniques to drive client satisfaction, repeat business, and revenue growth.
• Became the #1 Associate in the company 3 months in to the position.

Sep 2024 – Jun 2025 · 9 mos · San Francisco Bay Area

• Spent time working on Continuing Education Credentials and Certifications
• Securities Industry Exam (SIE)(FINRA)
• Microsoft Excel (Wall Street Prep)
• Analyzing Financial Reports (Wall Street Prep)
• Accounting and Financial Statement Analysis (Wall Street Prep)
• Financial Statement Modeling (Wall Street Prep)

Aug 2023 – Dec 2023 · 4 mos · On-site

• Held the Position of Portfolio Risk Analyst Intern at a fund with over 2 million dollars under management
• Developed and executed investment strategies, helping achieve consistent portfolio growth and outperforming the benchmark S&P 500 by 19.17% in 2023
• Implemented robust risk management strategies, safeguarding fund capital during market volatility
• Maintained meticulous performance records, providing 16 weekly reports to stakeholders and tracking progress against established benchmarks
• Analyzed fund-owned securities and made 5 analyst recommendations to the Portfolio Managers and CIO

Jun 2023 – Aug 2023 · 2 mos · San Francisco, California, United States · On-site

• Worked collaboratively within teams to conduct industry analysis, competitor analysis, and client profiling, delivering five presentations to managers and team leaders.
• Reached out proactively to 100+ buy-side clients, solving workflow issues, conducting training sessions, and deploying products.
• Co-hosted a webinar, "ESG in Portfolio and Risk Management," targeting buy-side clients in Analyst and Portfolio management roles, shaping a marketing strategy, and leading outreach efforts.
• Identified and addressed usage gaps for 25+ clients, expanding their understanding of Bloomberg Terminal functionalities.
• Organized and assisted with 10 in-person and virtual client trainings to enhance Terminal usage, retaining and upselling the core business.
• Assisted buy-side clients with portfolio analytics, attribution, and risk management.

Aug 2022 – Jan 2023 · 5 mos · United States

Aug 2017 – Aug 2022 · 5 yrs · San Jose, California, United States · On-site