- Guardian Life (New York, NY)
- …and inforce reporting, market landscapes based on financial performance, results from competitor investor and earnings calls, annuals reports and 10k reports, ... conducting CI research execution and report development, and presenting insights-first analysis to business partners and executive leaders. Primary focus areas… more
- Morgan Stanley (New York, NY)
- …dives - Recurring and ad hoc investor requests - Quarterly investor reporting - Competitor analysis prospective LP tracking and analysis - CRM management ... - Completing DDQs and RFPs - Assisting with annual general meeting and other ad hoc event planning and execution, including diligence days and sector/market deep… more