Credit Analyst Intern - Commercial Banking, City National Bank (An RBC Company)( June 2018 - Present) At CNB, I work in the commercial banking segment of the company, which is responsible for all credit lending to businesses who have revenues of $50 to $250 million per year. My job as an intern is to analyze all relevant financial information that would deem the borrower a credible recipient of funds from us. Some on the job duties include spreading business financial statements in Moody's, market research, obtaining relevant tax documentation from client to input into TaxAnalysis, and A/P & A/R aging's.
Accounting Coordinator - Second Harvest Food Bank (Non Profit Company) (November 2017 - May 2018) At SHFB, I was responsible for a majority of all Accounts Payable transactions in the accounting department. There were approximately $50,000 to $150,000 worth of invoices per week. On top of my A/P responsibilities. I did various projects throughout my duration in the position, such as an Asset Depreciation Schedule, monthly cost analysis sheets, and organized all paper invoices to prepare for auditing season.
Fixed-Income Analyst, Titan Capital Management (CSUF Program)(June 2018 - Present) With a collaborative group of 17 students, we manage an investment portfolio with funds donated to us by the CSUF Philanthropic Foundation. The program and the portfolio is split into two teams, equity and fixed income. As a collective group, we discuss, present, and defend our reasonings for selecting a security. Approximately $1.5 million is donated to us and the amount to be invested has increased by the tens to hundreds of thousands every year the program has been in existence.
Other Notable Experiences
- Financial Processor Intern, Savient Financial, Inc (August 2015 - June 2016)
- Crew Member, Trader Joes (August 2014 - February 2018)