New York, New York, United States
• Researched and analyzed mutual funds, stocks, ETFs and new emerging markets on a daily basis. • Evaluated specific investment opportunities and created presentations about the pros and cons of long and short term financial investment. • Collected information from Morgan Stanley’s wealth management platform to determine if clients were eligible to invest in alternative investments such as private equity, hedge funds and real estate. • Created PowerPoint presentation for Senior Vice President, Wealth Advisor, to present to parents and their children as a springboard for conversations about personal finances and future planning. • Compiled monthly newsletter for supervisor’s clients with financial information about current trends and timely topics. • Participated in calls with clients to discuss current financial status and determine opportunities for new investments.
• Assistant to Director for sports industry. • Wrote media pitches to media contacts including the New York Times, The Post, CBS, ESPN, and The Athletic encouraging them to cover interest stories about clients and upcoming events. • Identified and updated journalist information using Muck Rack and Cision to create Excel spreadsheets listing more than 100 media contacts. • Performed media monitoring using Meltwater. • Completed and presented an intern group summer project about a non-profit film academy with the goal of identifying their current social media platforms and providing strategies and tactics on how they could improve their digital footprint. • Attended weekly intern meetings to discuss projects and responsibilities.
•Provided administrative support to the Vice-President. •Prepared materials for trade shows and interacts with trade professionals. •Performed data entry in customized industry program.