- Reconcile investment transactions and accounting for our demo portfolios using a state-of-the-art web-based system.
- Assist in the successful completion, organization and delegation for prospect RFPs.
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
- Assist with critical research and preparation for sales visits.
• Deal Flow: assist in identifying and analyzing new potential investments. This includes reaching
out to businesses with investment potential, sitting in on deal pitches, gathering company and
market data to analyze businesses, and modeling the financial returns of investments....
• Research global and domestic employers and enter data into Salesforce
• Cold Call employers to establish a University Relationship and set-up an initial meeting
• Update and maintain Salesfroce.com with employer/student information
• Research key potential campus partners...
I work with the Business Scholars program to mentor students with classes, resumes, presentation, and writing skills. I am also an intern on the marketing and communications team at the David
Eccles School of Business where I help produce content for our website in the form of blogs,
podcasts, and videos. Further, event planning and executing are part of my responsibilities.