~Prepare documentation and provide updates to IAs in preparation for client meetings
~Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
~Collecting, aggregating, and synthesizing financial, geospatial, and socioeconomic data from a wide range of source
~Contributing, from idea-to-delivery, to the development of a proprietary domain-specific analytical toolkit
~Creating visualizations and interpretations...
16 days ago