Well-designed Co-op program and people who care about your development.
My work includes:
• Reviewed semi-annual, annual financial statements and management report of fund performance, involved effective communications with the U.S. team and the India team
• Supported senior analyst with private placement fair value monitoring process, accessed the data through F/S, pricing models, corporate updates, market news, and used PitchBook to build 50+ company profiles
• Worked on financial modelling projects to elevate private placement fair value monitoring process
• Analyzed data and created meaningful presentation slides for senior leaders
• Involved with ad-hoc fund tax filing projects, took responsibility for internal fund purchase incentive campaign
• Supported other team members in day-to-day responsibilities such as running Bloomberg reports, reviewed fund facts