J.P. Morgan Asset and Wealth ManagementSummer Analyst
Apr. 2020 - Aug. 2020Summit, New Jersey, United States• Created performance reports for lead bankers to distribute to clients, helping them visualize and explain current market conditions and portfolio allocations
• Analyzed complex lines of credit and investment performance for clients demonstrating how utilizing reduced LIBOR rates can be advantageous
• Researched market events and macro trends providing original opinions to the investment desk