Jillian Zeltser

One of 47 faculty-selected students engaged in a rigorous curriculum focused on developing the skills necessary for a career in Sales & Trading, Research, and Private Wealth Management

Supported an integrated team of bankers, global investment specialists, and capital advisors on business development efforts for high net worth and ultra-high net worth client relationships Collaborated with the fixed income muni desk in researching 30+ ETFs and mutual funds, including analysis of fund managers, historical performance, and fund strategy to optimize client asset allocation and identify potential credit downgrade risk Analyzed incoming and outgoing wire transfers for 900+ client accounts to identify opportunities to bring external client deposits in house as part of an initiative to increase customer wallet share Prepared monthly and quarterly multi-asset investment performance summaries for clients to review and discover opportunistic strategies for wealth preservation and growth

Mentor the women of the Alpha Xi Chapter of Zeta Tau Alpha through academic and professional guidance in order to promote the overall success of the chapter's members.

Oversee Alpha Kappa Psi's philanthropic cause (the Rob Liu Memorial Fund) by implementing various fundraising initiatives and promoting the mental health resources available at Indiana University.

Served in a rotational role that supported different branches of the firm including human resources, recruiting, and office services. Gained exposure to senior leadership through several weeklong special projects with a senior partner and office managing partner and acquired a keen understanding of project management.

Trained 15+ eighth and ninth graders on the fundamentals of volleyball through a four-week camp.