Financial Administrative Assistant Intern
Pinnacle Wealth Management (LPL Financial Holdings Inc)
Skills
- Microsoft Excel (Formeln, SVerweis, Index, Grafiken, Makros)
- Vba (Automatisierung)
Project history
10/2018
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12/2018
* Facilitated client meetings by preparing client reports by using financial planning software
* Implemented a risk assessment software for clients into the company's operations
* Implemented a risk assessment software for clients into the company's operations
07/2018
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08/2018
Corporate Banking Intern
Bank for Tirol and Vorarlberg AG
* Supported corporate bankers in client ratings by researching industry, company, and financial data
* Executed currency conversions by obtaining exchange rates, calculating final values, and entering trades
* Improved the loan controlling process by developing an Excel file for continuous monitoring
* Executed currency conversions by obtaining exchange rates, calculating final values, and entering trades
* Improved the loan controlling process by developing an Excel file for continuous monitoring
01/2017
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06/2017
Finance Intern
Tischler Rohstoff e. Gen
* Analyzed current financial statements and forecasted them by using internal data
* Modeled a DCF and different multiples valuations in Excel for future usage
* Modeled a DCF and different multiples valuations in Excel for future usage
03/2016
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07/2016
External Project Manager
* Collaborated in a group of five to analyze a proposed online distribution channel
* Advanced the implementation of a new distribution channel by writing a business plan
* Forecasted effects of a new distribution channel and modeled the financial statements
* Advanced the implementation of a new distribution channel by writing a business plan
* Forecasted effects of a new distribution channel and modeled the financial statements
Local Availability
Open to travel worldwide
