New York, New York, United States
•Evaluated client supply chains, created presentations to pitch working capital enhancements, built discounted cash flow models to quantify financial improvements, and explained analysis assumptions to numerous client CFOs •Comanaged clients generating fees, net interest income, and contributed to overall revenue growth
•Reviewed portfolio, discovered foregone annual revenue leading to new deal structure, higher fees
•Reduced length of time required to answer questions in client requests for proposals •Finished 2nd of 20 colleagues in an internal competition to create the best individual presentation
•Helped redesign group website, created social media content to facilitate exposure to prospective clients •Tracked portfolio holdings to ensure senior advisors were up-to-date on portfolio value •Summarized market research to facilitate anticipation of market movement and the future effect on portfolio
• Audited vendor contracts and invoices, found years of overbilling resulting in a reimbursement to Associated Aircraft Group and redrawing of the contracts to prevent further vendor overbilling • Compiled Excel spreadsheets demonstrating inefficiencies for senior employees to streamline operations • Created and recorded a detailed procedure on billing out invoices in MAS accounting system • Delivered a presentation at Sikorsky headquarters on my professional development derived from the internship