{"id":4978,"date":"2021-06-09T11:26:52","date_gmt":"2021-06-09T15:26:52","guid":{"rendered":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/?p=4978"},"modified":"2021-06-09T11:26:52","modified_gmt":"2021-06-09T15:26:52","slug":"what-ive-learned-thus-far","status":"publish","type":"post","link":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/2021\/06\/09\/what-ive-learned-thus-far\/","title":{"rendered":"What I&#8217;ve Learned Thus Far"},"content":{"rendered":"<p><span style=\"font-weight: 400\">As I wrap up my second to last week at Mirador, I have made a list of each task I\u2019ve explicitly completed during my time here. Considering each task I completed was part of a bigger, ongoing project, the list below also makes note of the overarching processes that I was involved in:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\">\u00a0Used Morgan Stanley\u2019s Matrix Portal to create organizational spreadsheets of various investment funds for bulk upload to Addepar.<\/li>\n<li style=\"font-weight: 400\">Organized Excel spreadsheets from the Goldman Sachs custodian for bulk upload to the Black Diamond Platform.<\/li>\n<li>Sat in on client onboarding meetings and followed the onboarding process of a new client from a family office.<\/li>\n<li>Worked hands-on with the engineering team in implementing Mirador&#8217;s protocols and piplines.<\/li>\n<\/ul>\n<p>Specifically, a lot of the above list entails just writing lines of Excel and uploading them into Mirador&#8217;s myriad of technological platforms. While the Excel part was tedious, I learned a lot and strengthened my knowledge of Microsoft Office, and learned a lot about the Addepar and Black Diamond platforms. Addepar is a wealth management platform for registered investment advisors that specializes in data aggregation, analytics, and portfolio reporting. Black Diamond is a portfolio management system and client reporting solution for financial advisors and wealth managers. Mirador is essentially the middle-man between clients&#8217; funds (family offices or wealth managers) and custodial reports, either from Morgan Stanley or Goldman Sachs. A custodian, I learned, is a specialized, regulated financial institution that holds customers&#8217; securities for safekeeping in order to minimize risk. Furthermore, my contributions mostly entailed doing the dirty work for Mirador&#8217;s employees, as well as ensuring capital calls noted on the custodian were correct by comparing them to the values in Addepar and Black Diamond.<\/p>\n<p>I would not necessarily say that my observations\/perspectives changed or enhanced any projects, but I definitely helped in making the process of publishing financial reports more efficient.\u00a0<span style=\"font-weight: 400\">As a financial reporting firm, most processes are ongoing, as Mirador\u2019s main role as a company is to track portfolios for their clients and to provide them with specialized reports of how their investments are performing and why (quarterly, monthly, and annually). I was fortunate enough to get the opportunity to sit in on a client onboarding meeting, which was cool, as receiving new clients is what allows Mirador to continue growing as a business, and explicitly watching one of my supervisors talk to this individual was both interesting and informative.\u00a0<\/span><\/p>\n<p>Overall, as I was working as an unpaid intern, I did not impact Mirador&#8217;s &#8220;greater good&#8221; in terms of their profits and performance, but I believe my insights about leadership allowed me to develop meaningful interpersonal relationships that will last me beyond my time here as an intern. Multiple people I have worked with mentioned reaching out if I ever needed help, whether it be advice or a recommendation, in the future. I think I brought a lighthearted and energetic attitude to the office each day. My previous knowledge of leadership theories allowed me to efficiently develop a network of successful individuals and understand how to behave and interact with leaders in a corporate environment.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As I wrap up my second to last week at Mirador, I have made a list of each task I\u2019ve<\/p>\n","protected":false},"author":4934,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_layout":"default_layout","footnotes":""},"categories":[76614],"tags":[],"class_list":["post-4978","post","type-post","status-publish","format-standard","hentry","category-personal-contributions"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/posts\/4978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/users\/4934"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/comments?post=4978"}],"version-history":[{"count":3,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/posts\/4978\/revisions"}],"predecessor-version":[{"id":4984,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/posts\/4978\/revisions\/4984"}],"wp:attachment":[{"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/media?parent=4978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/categories?post=4978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.richmond.edu\/jepsoninternship2021\/wp-json\/wp\/v2\/tags?post=4978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}