Experience

LATSCO Family Office S.A.

• Switzerland
• Financial Services
• 1 - 100 Employee

• Intern

  • Jan 2023 - Present

  Investment Division - Conducted thorough financial analysis on potential investment opportunities, including industry research, competitive analysis and financial modeling. - Monitored and tracked the performance of existing investment, providing regular reports and updates to the investment team. - Assisted in the management of investment portfolios by monitoring market trends, conducting valuation analysis, and identifying potential risks. - Utilized financial software and tools, such as Bloomberg, PackHedge and Excel, to analyze financial data and support investment decision-making process. Show less



Pictet Group

• Switzerland
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Jun 2022 - Jun 2022

  Regulatory – Investments Team Banking Operations - Gathered & reviewed over 500 US tax documents (K1, K3 and 1042s) to ensure compliance with regulations, identifying errors in them. - Proactively contacted various fund entities to ensure prompt retrieval of documents; enabled the team to complete all relevant filing requirements within set deadlines. - Processed & disseminated over 500 US tax documents to wealth managers, ensuring accurate compliance regulations. Regulatory – Investments Team Banking Operations - Gathered & reviewed over 500 US tax documents (K1, K3 and 1042s) to ensure compliance with regulations, identifying errors in them. - Proactively contacted various fund entities to ensure prompt retrieval of documents; enabled the team to complete all relevant filing requirements within set deadlines. - Processed & disseminated over 500 US tax documents to wealth managers, ensuring accurate compliance regulations.