• Managed a portfolio containing 24 companies with a market cap of $20B, monitoring ratings while reporting to managing director
• Employed Power BI to visualize key indicators from corporate balance sheets, enhancing our credit risk assessment process
• Utilized Microsoft Excel to build financial models, including cash flow pre-WC and cost recovery calculations, directly affecting research for investors
• Participated in 10+ strategic meetings, offering data-backed insights on portfolio companies and impacts of market volatility