New York City Metropolitan Area
Feb 2024 - Present: Lead analyst coverage of the North America Insurance sector July 2022 - Jan 2024: Lead analyst coverage of the North America Insurance Brokerage sector
1st Rotation: Technology Financial Planning & Analysis 2nd Rotation: Corporate Financial Planning & Analysis
State Street’s Specialized Processing Group is a Global Transaction Processing discipline responsible for processing transactions which fall outside the scope of core and electronic processing, and which require special care. As a member of this team, I utilized the comprehensive accounting and custody systems designed by the company to ensure punctual and accurate reporting. My day to day tasks involved booking a high volume of trades for multiple clients. Experience with unique transactions such as international and federal trades broadened my understanding of government securities, foreign markets, and foreign currencies.
Middle Market Financial Reporting & Controls