Real Estate Finance & Asset Management Intern
SB Realtors
05.2024 - 08.2024
- Assisted in asset allocation decisions for improved diversification and risk management.
- Strengthened client relationships through effective communication, addressing inquiries and providing timely updates on portfolio performance.
- Streamlined reporting processes by creating Excel templates for efficient data organization and presentation.
- Gained valuable insights into various sectors by attending industry conferences and networking events as a representative of the firm.
- Actively participated in client meetings, presenting portfolio performance updates and answering questions about investment strategies.