blackrock aladdin , Excel, Python, Bloomberg, Powerpoint

Market Research, sales growth, Portfolio Management, Valuation, asset allocation, Financial Modeling, Client Advisory

Valuation, Due Diligence, project management, analytical research, Financial Modelling, Problem-solving

Market Research, Portfolio Management, investment strategies, Client Acquisition, Valuation, asset allocation, Tax Minimization Strategies, Portfolio Analysis, Financial Modeling, Estate planning, sales growth, Compliance Documentation, Financial Planning, Middle Office Documentation, Compliance with Financial Regulations

capital raising , Pitch Book Creation, Portfolio Management, Risk Tax Management, Estate Legacy Planning, Financial Modeling, Business Development, Due Diligence

Market Research, sales growth, Portfolio Management, Valuation, asset allocation, Financial Modeling, Estate planning, Compliance, investment strategies, Client Acquisition, Financial Planning, Tax Minimization Strategies, Middle Office Documentation

Excel, Modelling, financial analysis, accounting

Python, Analytical Skills, AI Tools, asset allocation, Portfolio Construction