Financial Advisory Intern
WealthCare Investment Partners
06.2023 - 08.2023
- Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference such as fund fact sheets, and different asset model portfolios.
- Monitored and updated financial plans to comply with client goals through financial tools such as Nitrogen and VeoOne.
- Analyzed financial data such as fund year over year results, and presented meaningful insights to senior management.
- Tracked financial and client transactions to update balance sheets with accurate, current information through EMoney.
- Supported organizational account management duties under direct supervision.
- Created financial models to analyze and evaluate investment strategies with Reccomended funds discovered by supervisor and myself.
