• Conducted qualitative and quantitative research on companies held in the firm's portfolio with a focus on the retail industry
• Met with companies’ investor relations representatives and to further research and overall long-term growth opportunities for the businesses
• Collaborated with marketing team to create PowerPoint presentations including graphs, research, and performance data for quarterly conference calls with clients
• Assisted the Chief Investment Officer with editing and drafting quarterly investment letters for clients
• Generated the firm's quarterly and monthly performance reports and presented the data to the CIO and marketing team