Driven and adaptable, I thrive in dynamic environments and continuously seek new knowledge to enhance my expertise. with the upcoming completion of my Business Degree majoring in finance, I bring a strong analytical mindset and a passion for problem-solving in managing investments. Currently pursuing the CFA Program, I am eager to deepen my understanding of finance and capital markets. Open to new challenges and opportunities that foster growth and innovation.
• Establish genuine connections with customers by actively listening, empathizing, and providing tailored recommendations, ensuring a seamless experience.
• Guide customers through product adoption with hands-on support, troubleshooting, and onboarding to maximize satisfaction.
• Conduct financial modeling, valuation analysis (DCF, precedent transactions, and comparables), and industry research to support M&A and capital markets transactions.
• Analyze financial statements, market trends, and economic indicators to identify key investment opportunities and risks.
• Assist in the preparation of pitch decks, presentations, and investment memorandums for client meetings and deal proposals.