Detail-oriented and proactive professional with 2+ years of experience in financial roles and a strong background in financial research and analysis. Seeking a challenging position in sales collateral creation and deal support to contribute to a dynamic team's success and growth.
· Managed daily receipt of pricing feeds, broker quotes, and backup pricing sources, resolving discrepancies.
· Prepared and delivered valuation reports to internal and external clients in a timely manner, ensuring adherence to department procedures.
· Reviewed and approved pricing packages/checklists with a focus on accuracy for audit purposes in a detailed and timely manner.
· Proposed changes to procedures, focusing on reducing risk, minimizing manual inputs, and increasing efficiency.
· Collaborated effectively with team members to achieve group and client goals
· Trained and mentored new team members with a commitment to fostering collaborative work environment
Bloomberg Market Concepts