Sophie Fleysher
Investment Analyst @ Partners Capital
United States
Boston
Financial Services
Mentoring, Customer Service, Public Speaking, Microsoft Excel Macros, Investran, Report Wizard, Analytical Skills
Experience

DMSB Ambassador
Boston, Massachusetts, United States
Consult prospective and admitted students through panels and 1-on-1 meetings, guiding them through DMSB programs; selected by ambassador program heads to attend DMSB’s 100th Anniversary event alongside the President, Board of Trustees, and other university leaders.

Mentor, Bridge to Calculus
Aided dozens of Boston Public High School students in pre-calculus, project-based math, and financial literacy classes, increasing their confidence and academic competencies, as seen by a 10% increase in student pre-calculus scores; guided other mentors in optimizing their processes, benefitting instructors, mentors, and students.

Executive Services Co-Op
Reconciled transactions on a daily and monthly basis, ensuring transaction completion and proper recordkeeping; validated completion and correctness of Investran data migration to an updated version; streamlined monthly Excel reporting process by writing and debugging a macro; curated step-by-step process guides for future co-ops via writing and video recordings.

Vice President of Trek Operations
Boston, Massachusetts, United States
Organized a three-day, immersive, trip to New York City for over 30 first-year women pursuing careers in Finance; identified, interviewed, and selected participants from over 60 applicants; arranged one corporate visit in the Boston area during the spring semester; mentored one underclassman member per semester, guiding them through their Northeastern experience.

Chief Development Officer (CDO)
Coordinated speakers for the Seminar Series, guiding the DEA through the process; worked closely with the Chief Operating Officer on budgeting and off-campus events; planned community-building events for all club members.

Corporate Audit Analyst Co-Op
Boston, Massachusetts, United States
Executed a variety of tests, primarily within Excel, from IT to Business Logic, mitigating risk to Fidelity; identified over a dozen issues impacting cybersecurity and the business’s ability to reconcile inconsistent data; presented results to executives, including SVP of Audit, and Head of Consolidated Data Services, verbally and in writing; devised, helped employ, and ensured completeness of action plans to target each discovered issue.

Front Desk Receptionist
Multitasked to answer phones, schedule follow-up appointments and speak to patients; corresponded with insurance companies regarding claims and patient plans; trained several potential hires and gave feedback to management; completed other administrative duties including opening, closing, completing analytics.
Education
Sophie Fleysher's Contact Information
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