Jun 2024 – Dec 2025 · 1 yr 6 mos · New York City Metropolitan Area

• Alternative Investments

Jun 2023 – Aug 2023 · 2 mos · New York, New York, United States · On-site

• Established strong relationships with senior wealth management executives at CORAL Investment Partners, a UBS Private Wealth Management team with $6.8 billion assets under management
• Attended client meetings and monitored the implementation of the team’s investment proposals
• Streamlined bespoke client reports to reflect the changing capital markets’ effect on respective client holdings
• Utilized Bloomberg Terminals to aid in research development and analytics

Jun 2022 – Aug 2022 · 2 mos · New York, New York, United States · On-site

• Studied Institutional Sales Directors and Research Analysts at Strategas, the top-ranked provider of macro research on Wall Street for the 4th consecutive year
• Assisted team members with macro research reports for institutional clients
• Developed an economic report and presented daily to the team
• Built spreadsheets and used Salesforce to manage Strategas’ relationships and interactions with clients and potential clients