• Engage proactively with managing directors and clients to develop and sustain working relationships while ensuring quality and accuracy in the reporting process.
• Create monthly and quarterly investment reports with a variety of exhibits to track investment performance.
• Provide Excel training for new hires involving advanced Excel techniques and proficiency with proprietary database queries.
• Research and produce quarterly hedge fund reviews summarizing risk, performance, and exposure using data compiled from internal and external sources.

• Identified and communicated with potential partners in Israel, Europe, and North America to develop new sales and business development leads.
• Worked on ad-hoc projects to prepare materials for client and investor meetings including a total available market analysis.

• Developed comparison tables of competitors by researching product pricing, ratings and performance.

• Undertook market research for a pre-venture capital technology company developing a wireless sensor system for monitoring the structural integrity of bridges and roads.
• Served as liaison to similar companies and potential clients at industry conferences.

• Conducted cold calls to establish relationships with potential sponsors and marketing partners.
• Used Excel to create a merchandise inventory based on invoices and sales records.

• Helped create and implement a presence for the company on Twitter and other social media.
• Organized a database containing IT policies of member organizations for use in program and policy development.

Carlisle, PA