Business Development Associate Manager
2017 - Present (almost 3 years)
Business Development Analyst
2016 - 2017 (about 1 year)
-Manage all revenue-generating programs for the Business Development Team, which includes 80+ direct relationships with external partners -Identify, source, and on-board...more strategic partners for the BD team -Create interactive dashboards and datasources in Tableau to automate processes, track performance of key metrics, and monitor the health of the overall jobs marketplace -Automate revenue forecasting for Global BD team, effectively saving 15+ hours of labor per week
Municipal Bond Research Department Research Analyst
2015 - Present (over 4 years)
2014 - 2016 (over 1 year)
The Futures Program is a highly selective, competitive rotational leadership program designed to develop innovative, strategic leaders. I was one of seven people selected...more into the July 2014 class out of 600+ applicants.
I completed four rotations in Marketing, International Business Developement, FT Solutions (Manager Research), and Fixed Income Research Department.
From my experiences at a global financial institution as well as a tech startup, I have learned how to analyze a business from multiple perspectives and developed an understanding of how individual business segments function together for any company, regardless of its size, to succeed.
-Manage three revenue-generating programs which collectively generate millions of dollars in annual revenues - successfully beat plan every month via active management of the program (i.e. define KPIs, capitalize on segmentation opportunities, and secure budget cap increases)
-Elected to the Community Associates Board at Boys Hope Girls Hope SF (BHGH SF is a non-profit organization focused on cultivating youth empowerment through the foundation of education and holistic support)
-Secured the highest rating on my team in both performance reviews at Glassdoor; in addition, I was the top-ranked 'Futures Associate' in my class at Franklin Templeton
-Passed Level 1 of the CFA Program on my first attempt - each test has a ~40% pass rate and requires 300+ hours of studying
-Elected to the Leaders Program of the Finance Connection (FC) at UC Santa Barbara - FC is a finance club helping undergraduates secure internships in the Financial Industry